SemiPulse — Semiconductor Intelligence

278 articles

2026-05-21

Rigetti Computing signs letter of intent for $100m CHIPS Act funding - Investing.com UK

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uk.investing.com 2026-05-21 Investing.com UK

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2026-05-21

D-Wave signs letter of intent for $100M CHIPS Act funding - Investing.com

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news.google.com 2026-05-21 Investing.com

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2026-05-21

D-Wave Quantum to Receive $100 Million CHIPS Act Funding from U.S. Department of Commerce for Quantum Computing Leadership 1 - Minichart

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www.minichart.com.sg 2026-05-21 Minichart

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2026-05-21

AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD) - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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2026-05-21

Nvidia targets next wave of AI growth with new data centre chips and expanding customer base (NVDA) - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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2026-05-21

Its Not Just Nvidia: Three Chips Power The Boom - Real Investment Advice

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realinvestmentadvice.com 2026-05-21 Real Investment Advice

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2026-05-21

AMD to invest $10 billion in Taiwan's AI industry to advance top-end chips - CNBC

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www.cnbc.com 2026-05-21 CNBC

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2026-05-21

TSMC's cautious capex is averting an AI bubble, says investor

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digitimes.com 2026-05-21

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent

2026-05-21

AI chip boom strains ABF substrate supply chain

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digitimes.com 2026-05-21

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.

2026-05-21

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

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digitimes.com 2026-05-21

Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.

2026-05-21

Nvidia’s revenue hits record $81B — easily topping Wall Street estimates — on massive demand for AI chips - New York Post

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nypost.com 2026-05-21 New York Post

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2026-05-21

Nvidia shows the chips are alright despite lack of China summit deal - InvestmentNews

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www.investmentnews.com 2026-05-21 InvestmentNews

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2026-05-21

Nvidia CFO says company has 'full confidence' in $1 trillion revenue forecast for Blackwell and Rubin chips from 2025 through calendar 2027 - marketscreener.com