SemiPulse — Semiconductor Intelligence

A few years ago, the primary argument in the AI computing space was whetherNvidia(NVDA1.38%)could maintain its dominance or whether a competitor like AMD could rise to steal market share. For the most part, Nvidia has maintained its dominance and has grown to own a far larger corner of the market than AMD. That argument has faded a bit, and a new one has emerged: custom AI chips.This debate is ver

NVIDIA AI chips cloud computing Google Cloud AWS custom chips GPUs TPU

Are Amazon and Alphabet's Custom Chips a Threat to Nvidia? - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance

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Are Amazon and Alphabet's Custom Chips a Threat to Nvidia? - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance

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The 2026 Chip War Is Already Over and Apple Dominated - 24/7 Wall St.

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247wallst.com 2026-05-08 24/7 Wall St.

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TSMC eyes bigger US investment; Arizona chip expansion accelerates - digitimes

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www.digitimes.com 2026-05-08 digitimes

Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor...The article requires paid subscription.Subscribe Now

TSMC US Investment Semiconductor Manufacturing Chip Expansion Arizona Advanced Process Supply Chain Security China-US Trade

Big Tech Wants SK Hynix Chips So Badly It’s Offering To Fund Capacity - Finimize

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finimize.com 2026-05-08 Finimize

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Exclusive: SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies - Reuters

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www.reuters.com 2026-05-08 Reuters

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Chip Designer Monolithic Must Litigate Investor’s Nvidia Suit - Bloomberg Law News

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news.bloomberglaw.com 2026-05-08 Bloomberg Law News

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Samsung may be close to winning a major AMD 2nm chip order - SamMobile

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www.sammobile.com 2026-05-07 SamMobile

HomeNewsYou are here

Semiconductor Manufacturing Chip Order Samsung Electronics AMD 2nm Process EUV Lithography Chip Supply Chain Semiconductor Industry

Global Chip Shortage 2026: How to Beat Rising Prices and Delivery Delays - CBIZ

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www.cbiz.com 2026-05-07 CBIZ

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Qualcomm Reveals Two New Affordable Phone Chips With Smooth Motion UI Tech - Engadget

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www.engadget.com 2026-05-07 Engadget

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Motherboard sales 'collapse' by more than 25% as chipmakers strangle enthusiast PC market to build more AI chips

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tomshardware.com 2026-05-07 Jowi Morales

Fewer people are buying parts and building new PCs from scratch.

Semiconductor Industry AI Chips Motherboard Sales Chip Shortage Consumer Chips AI Infrastructure CPU Supply Memory Modules

TS Lombard Says AI Chip Market Hits Semiconductor Hypercycle - Let's Data Science

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letsdatascience.com 2026-05-07 Let's Data Science

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UAE to establish chiplet design, assembly hub in Lockheed Martin partnership - Caliber.Az

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caliber.az 2026-05-07 Caliber.Az

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Chip shortage hits the computer motherboard market, four major motherboard manufacturers lower annual sales targets - Bitget

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www.bitget.com 2026-05-07 Bitget

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Tawazun and Lockheed Martin sign strategic agreement to establish UAE's chiplet design and assembly facility - ZAWYA

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www.zawya.com 2026-05-07 ZAWYA

Abu Dhabi –The UAE has entered the execution phase towards building a national microelectronics capability, following the signing of an agreement on the sidelines of the Make it in the Emirates 2026 between Tawazun Council for Defence Enablement and Lockheed Martin. The project will be executed in partnership with EDGE, one of the world’s leading advanced technologies and defence groups, and Khali

Chiplets Microelectronics Defense Technology UAE Semiconductor Industry International Collaboration R&D Center Artificial Intelligence Aerospace