SemiPulse — Semiconductor Intelligence

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

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digitimes.com 2026-05-22

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.

Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026

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digitimes.com 2026-05-22

At the recent Plug and Play Silicon Valley May Summit, the semiconductor and supply chain sessions highlighted a critical shift toward hardware-level security, energy efficiency for AI, and AI-driven quality engineering. Startups, including Enclave Semiconductor, Bedrock Semiconductor, and Lattice, presented solutions aimed at securing and optimizing the global electronics ecosystem.

WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

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digitimes.com 2026-05-22

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.

Nvidia earnings surpass expectations amid AI chip boom - LiveNOW from FOX

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www.livenowfox.com 2026-05-22 LiveNOW from FOX

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Futurum Group CEO Daniel Newman gives takeaways from Nvidia’s Q1 earnings - qz.com

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qz.com 2026-05-22 qz.com

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From Myanmar to Microchips: Aung Paing’s Award-Winning Push to Improve Semiconductor Precision - SJSU Blogs

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blogs.sjsu.edu 2026-05-22 SJSU Blogs

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Five takeaways from Nvidia’s earnings, and what they mean for the AI industry - SiliconANGLE

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siliconangle.com 2026-05-22 SiliconANGLE

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NVIDIA Moves Gaming Segment Under “Edge Computing”, Posts 29% Revenue Growth From Blackwell Workstations But Gaming GPUs Slow Down Due To “Elevated” Memory Prices - Wccftech

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wccftech.com 2026-05-22 Wccftech

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EU forced to exempt banned Chinese chipmaker after auto industry warns of supply crisis

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tomshardware.com 2026-05-21 Luke James

The European Commission is preparing to propose a temporary exemption for a Chinese semiconductor manufacturer from the EU's 20th Russia sanctions package.

EU sanctions Chinese chipmaker Automotive supply chain Semiconductor supply chain Chip shortage Russia sanctions Nexperia crisis Yangjie Electronics

Arm's stock rises after Jefferies sees positives from Nvidia's results - Seeking Alpha

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seekingalpha.com 2026-05-21 Seeking Alpha

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Quantum Cyber N.V. and Other Players Eye Potential CHIPS Act Funding From Trump Administration - TradingView

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www.tradingview.com 2026-05-21 TradingView

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Micron Catches a Tailwind from Nvidia as Analysts Race to Raise Targets on Sold-Out HBM Capacity - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-21 AD HOC NEWS