SemiPulse — Semiconductor Intelligence

Good morning. Here’s what happened overnight and what you need to know today.1.Going Cerebras:Cerebras Systems soared in itsNasdaq debut, capping the largest US tech IPO since Uber’s 2019 listing. The raising is also the largest-ever US semiconductor listing, topping Arm Holdings’ IPO in 2023 and gives Cerebras a fully diluted market value of more than USD100 billion. Shares opened at USD350 again

Semiconductor IPO AI Chip Cerebras NASDAQ Tech Stock AI Inference

Cerebras: Deeply Integrated with OpenAI, Reshaping AI Chip Market Expectations with 'Fast Tokens' - 富途牛牛

0.92

news.futunn.com 2026-05-15 富途牛牛

访问频繁，请稍后重试您所要访问的页面不在这儿，它可能正忙着刷牛牛圈，稍后就能恢复正常返回主页

AI chips Semiconductor Artificial Intelligence Chip design Technology partnership Market expectations Computing power Deep learning

The tech takeoff: Altimeter's Brad Gerstner on Nvidia, the Cerebras IPO and the future of AI - CNBC

0.9

www.cnbc.com 2026-05-15 CNBC

__fail__

Early Cerebras investor Steve Vassallo on competing with Nvidia - CNBC

0.85

www.cnbc.com 2026-05-14 CNBC

__fail__

Why Cerebras AI chips stand out in the Nvidia-dominated market - Yahoo Finance

0.9

finance.yahoo.com 2026-05-14 Yahoo Finance

__fail__

Cerebras IPO: CEO talks becoming AI 'pioneer' with big chip design - Yahoo Finance

0.85

finance.yahoo.com 2026-05-14 Yahoo Finance

__fail__

Corning, NVIDIA Partnership Aims to Fortify AI Infrastructure - Photonics Spectra

0.75

www.photonics.com 2026-05-14 Photonics Spectra

__fail__

30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades. - 24/7 Wall St.

0.93

247wallst.com 2026-05-14 24/7 Wall St.

__fail__

EUV ETF Looks Like a Lithography Trade. The Real Bet Is AI Infrastructure - EBC Financial Group

0.92

www.ebc.com 2026-05-14 EBC Financial Group

__fail__

Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain

0.92

digitimes.com 2026-05-14

OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its compute supply chain without abandoning existing suppliers. The listing arrives amid OpenAI's ongoing legal dispute with Elon Musk.

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

0.92

digitimes.com 2026-05-14

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.

Automakers Face Memory Shock as AI Uses Up Semiconductor Supply

0.92

eetimes.com 2026-05-14 Pablo Valerio

Automakers face a severe memory shortage as AI infrastructure dominates semiconductor supply.

Semiconductor shortage DRAM memory NAND flash Automotive electronics AI data centers Autonomous vehicles Automotive chips Supply chain crisis

NVIDIA, Ineffable Intelligence Team Up to Build the Future of Reinforcement Learning Infrastructure - NVIDIA Blog

0.9

blogs.nvidia.com 2026-05-13 NVIDIA Blog

__empty__

Tower Semiconductor Gets Boost From AI Infrastructure Business - Investor's Business Daily

0.9

www.investors.com 2026-05-13 Investor's Business Daily

__fail__

Why Micron Technology (MU) Matters Beyond Memory in the AI Infrastructure Race - Yahoo Finance

0.87

finance.yahoo.com 2026-05-13 Yahoo Finance

__fail__

The next big player in the AI semiconductor market? Cerebras, seen as a key rival to NVIDIA, is on the verge of going public! Poised to be the largest IPO of the year—what investment opportunities should you watch for? - Moomoo

0.95

www.moomoo.com 2026-05-13 Moomoo

__fail__

Moore Threads builds China-made embodied AI stack with Lightwheel.ai

0.75

digitimes.com 2026-05-13

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a domestic simulation and synthetic data infrastructure platform for embodied AI, highlighting China's broader push to reduce reliance on foreign AI computing and robotics software ecosystems.