SemiPulse — Semiconductor Intelligence

GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix

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digitimes.com 2026-05-06

GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers to counter a cooling smartphone market. While overall wafer shipments reached approximately 579,300 12-inch-equivalent units in the first quarter, the company is managing a transition in which two-thirds of its revenue

Using AI To Monitor Dashboards In Chips And Systems

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semiengineering.com 2026-05-06 Ed Sperling

AI agents can be used to identify potential issues during operation and react before it...

AI monitoring Chip design System-level design Thermal management Power optimization Data visualization Dashboard technology Semiconductor manufacturing

A Worthy Rival: Intel Reveals ZAM Technology That Can Double Bandwidth and Challenge HBM, Paving the Way for a New Generation of Faster and More Efficient Chips - CPG Click Petróleo e Gás

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en.clickpetroleoegas.com.br 2026-05-05 CPG Click Petróleo e Gás

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Apple Explores Using Intel and Samsung to Build Main Device Chips in the US - Bloomberg.com

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www.bloomberg.com 2026-05-05 Bloomberg.com

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Apple considering Intel and Samsung for US chip production, report claims

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tomshardware.com 2026-05-05 Jowi Morales

It seems that TSMC cannot supply all the chips that Apple needs, so it's looking for a US-based alternative to increase production.

Apple chip supply Semiconductor supply chain TSMC Intel Samsung Chip shortage AI chips Apple Silicon

SEMI Europe urges shift in Chips Act - Bisinfotech

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www.bisinfotech.com 2026-05-05 Bisinfotech

Move Over Nvidia: Why Alphabet's Surprising Decision to Sell Custom AI Chips Changes Everything. - Yahoo Finance

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

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Move Over Nvidia: Why Alphabet's Surprising Decision to Sell Custom AI Chips Changes Everything. - The Motley Fool

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www.fool.com 2026-05-05 The Motley Fool

Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet ( GOOG +0.41% ) ( GOOGL +0.66% ). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products. While Google continues to use its TPUs internally, it's

Apple looks beyond TSMC to make iPhone and Mac chips - Cult of Mac

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www.cultofmac.com 2026-05-05 Cult of Mac

Apple looks beyond TSMC to make iPhone and Mac chips BY RAJESH PANDEY • 11:08 PM, MAY 4, 2026 NEWS Intel-inside Macs and iPhone could make a comeback!?! Photo: D. Griffin Jones/Cult of Mac Apple is considering using Intel and Samsung foundries to fabricate chips for its devices. The company seemingly held early talks with Intel about using its foundry services. TSMC currently makes all of Appl

Global trade group SEMI sees robust demand for chips despite geopolitical risks - Reuters

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www.reuters.com 2026-05-05 Reuters

Nvidia's Jensen Huang says China should not have its most advanced chips - Nikkei Asia

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asia.nikkei.com 2026-05-05 Nikkei Asia

Google's TPU push hits Nvidia's neocloud grip

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digitimes.com 2026-05-05

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure companies best positioned to distribute alternative chips, with executives from Nebius, Lambda, and CoreWeave saying they do not plan to adopt TPUs anytime soon, according to The Information.

AI chips cloud computing TPU NVIDIA AI infrastructure semiconductor industry data center machine learning

Qualcomm’s AI Chips And Automotive Growth Reshape Its Investment Story - Yahoo Finance

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

Designing Chips In The Context Of Rapidly Evolving AI

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semiengineering.com 2026-05-04 Ann Mutschler

Long‑running agents, tool-calling LLMs, and multimodal chaos are rewriting edge compu...

AI chip design Edge AI Chip architecture Computational performance Memory hierarchy Data movement RAS technology Multimodal AI

CHIPS Act: Semiconductor Industry - Deloitte

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www.deloitte.com 2026-05-03 Deloitte