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Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Jingyue Hsiao
, DIGITIMES Asia, Taipei
May 23, 2026, 11:34
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Credit: AFP
Nvidia CEO Jensen Huang said he e
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Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms
Bryan Chuang
, Taipei
May 23, 2026, 11:32
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US President Donald Trump has again repeated the false claim tha
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For China’s ailing developers, retail frenzy greets semiconductor side-hustles
Unprofitable real estate firms see shares soar after buying into silicon assets, and an
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Nvidia(NVDA1.86%)reported its fiscal first-quarter results on Wednesday, and the headline numbers were the kind most companies can only dream about. The AI chipmaker beat consensus estimates on the top and bottom lines as well as on its outlook for the coming quarter. Management also unveiled an additional $80 billionshare repurchaseauthorization and raised the quarterly dividend 25-fold to $0.25
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AMD confirms production ramp of its EPYC 'Venice' server CPUs on TSMC's 2nm process
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Micron CEO sees memory chip shortage lasting beyond 2026
Record revenue and fully booked AI memory orders paint a picture of sustained scarcity, with customers receiving as little as half their requested chip volumes.
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Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.
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Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.
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2026-05-23
At the Plug and Play Silicon Valley May Summit 2026, industry leaders gathered for the "Seoul Forward: Where Global Startups Scale Next" session to discuss the city's rapid evolution into a premier global innovation hub. Lee Ji-hyung, President and CEO of Invest Seoul, noted that Seoul and Silicon Valley share a core DNA of talent and collaboration, positioning the city as an ideal testing ground
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2026-05-23
CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.