Semiconductor News & Analysis Feed
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2026-06-01
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2026-06-01
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2026-06-01
ServeTheHome
AINews
NVIDIA Computex 2026 Keynote Live Coverage
By Ryan Smith -
May 31, 2026
0
NVIDIA Computex 2026 Venue
Kicking off today is the annual Computex tradeshow in Taiwan. Home to countless system and device manufacturers, Computex is a cornucopia of consumer electronics, and these days is also the biggest PC-centric show of the year. And even though it takes place in June, barely half-way through
2026-05-31
news.google.com
2026-05-31
XDA
2026-05-31
www.indexbox.io
2026-05-31
IndexBox
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Malaysia's National Semiconductor Strategy (NSS) is opening new avenues for U.S. firms, according to a market intelligence report from the U.S. International Trade Administration.
The strategy, launched in 2024 and reinforced through 2025–2026 with additional policies and budget support, aims t
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to
2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Micron’s, Sell-Out
Micron’s 2026 Sell-Out: How a Fully Booked HBM Pipeline Propelled the Stock to $1.1 Trillion
30.05.2026 - 18:06:07 | boerse-global.de
Micron Technology hits $1.1T market cap with 200% YTD gains, driven by HBM demand for AI. Analyst targets soar ahead of June 24 earnings.
Micron’s 2026 Sell-Out: How a Fully Booked HBM Pipeline Propelled the Stock to $1.1 Trillion - Foto: über b
2026-05-30
au.pcmag.com
2026-05-30
PCMag Australia
Qualcomm is much more of a household name in consumer computing in 2026, so it's no wonder Qualcomm CEO Cristiano Amon is helping kick off Computex 2026. With its Snapdragon X2 range of high-powered SoCs on the horizon, he'll have lots of eyeballs on him when he gives his keynote address on June 1.
Amon's keynote is scheduled for June 1 at 2 p.m. Taipei time (2 a.m. EDT on June 1 / 11 p.m. PDT on
2026-05-30
me.pcmag.com
2026-05-30
PCMag Middle East
Qualcomm is much more of a household name in consumer computing in 2026, so it's no wonder Qualcomm CEO Cristiano Amon is helping kick off Computex 2026. With its Snapdragon X2 range of high-powered SoCs on the horizon, he'll have lots of eyeballs on him when he gives his keynote address on June 1.
Amon's keynote is scheduled for June 1 at 2 p.m. Taipei time (2 a.m. EDT on June 1 / 11 p.m. PDT on
2026-05-30
www.pcmag.com
2026-05-30
PCMag
It wouldn't be Computex without the biggest names in the industry, and in 2026, they don't come bigger than Nvidia. CEO Jensen Huang is getting out ahead of the main Computex show with an event scheduled for June 1 at 11 a.m. Taipei Time (11 p.m. EDT / 8 p.m. PDT on May 31).
There will also be a pre-game show with discussions on the history of AI and personal computing, how it's been shaping robo
2026-05-30
mshale.com
2026-05-30
Mshale
mshale.com
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