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Nvidia sends blunt message on China AI chip demand - thestreet.com

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www.thestreet.com 2026-05-26 thestreet.com

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Chip titan ASML boosts Taiwan headcount by 1,000 - marketscreener.com

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www.marketscreener.com 2026-05-26 marketscreener.com

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Wiwynn expands US capacity as AI server boom strains power and supply chains

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digitimes.com 2026-05-26

Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure on power supply, production capacity, and critical component availability.

LED maker Ennostar pivots to optical interconnects after high-value shift agin traction

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digitimes.com 2026-05-26

Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performa

Forget Nvidia: IREN CEO Says A New AI Factory Built Today May Not Go Live Until 2030 - Benzinga

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www.benzinga.com 2026-05-26 Benzinga

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Nvidia: ASIC Discount Applied Prematurely - Reiterate Strong Buy (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-05-25 Seeking Alpha

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Can Hardware Reconfigure Itself in Real Time? NextSilicon’s Adaptive Compute

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eetimes.com 2026-05-25

What if hardware adapted itself to your code instead of forcing developers to optimize for the hardware? In this episode of AI with Sally, Sally Ward-Foxton speaks with NextSilicon CEO Elad Raz about the company’s radically different approach to compute architecture: a runtime-reconfigurable processor designed to optimize itself while applications are running.

Adaptive Computing Runtime Reconfiguration Hardware Optimization AI Chip FPGA Processor Architecture Dataflow Computing RISC-V

Taiwan’s Nanya Warns Global Memory Chip Shortage Could Continue Until 2027 Amid AI Boom - CXO Digitalpulse

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www.cxodigitalpulse.com 2026-05-22 CXO Digitalpulse

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Nvidia: Count Me Bored (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-05-22 Seeking Alpha

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Micron's Seoul Talent Hunt and Sold-Out HBM Output Fuel Record Cash Flow Forecast - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-22 AD HOC NEWS