Semiconductor News & Analysis Feed
185 articles
2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVDA Stock Heads For Fourth Week In Red: Report Says Nvidia Has Begun Vera Chip Pitches To Chinese Customers
Yuvraj Malik
Fri, June 12, 2026 at 1:19 AM PDT 3 min read
NVDA
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Nvidia is reportedly pushing alternative chips to Chinese customers as sales of H200s remain stalled.
NVDA stock has underperformed peers in the chip sector in recent months,
2026-06-12
stocktwits.com
2026-06-12
Stocktwits
stocktwits.com
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2026-06-12
digitimes.com
2026-06-12
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
2026-06-11
news.google.com
2026-06-11
The Futurum Group
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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2026-06-10
www.kvue.com
2026-06-10
KVUE
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2026-06-10
www.statesman.com
2026-06-10
Austin American-Statesman
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2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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2026-06-09
www.moomoo.com
2026-06-09
Moomoo
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2026-06-09
digitimes.com
2026-06-09
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain.
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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2026-06-08
www.aa.com.tr
2026-06-08
Anadolu Ajansı
US stocks rebounded at Monday's open from last week’s sharp selloff, led by gains in major technology and semiconductor shares, while investors monitored rising Middle East tensions and upcoming inflation data.
The S&P 500 rose 0.7% at 10 am EDT (1400GMT), recovering after last week’s decline driven by strong employment figures that reinforced expectations of tighter Federal Reserve policy.
The
2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
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2026-06-08
www.investmentnews.com
2026-06-08
InvestmentNews
www.investmentnews.com
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2026-06-08
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2026-06-08
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2026-06-08
digitimes.com
2026-06-08
Apple's M5 Pro signals a broader shift in laptop processors, with implications for global device makers, developers, and AI users. A teardown suggests Apple is combining chiplet-style packaging, higher memory bandwidth, and GPU-based AI acceleration to strengthen on-device computing while reshaping how premium PCs approach local AI workloads.
2026-06-07
www.foreignpolicyjournal.com
2026-06-07
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence era, with its graphics processors powering everything from large language models to cloud-scale data centers worldwide.
The chip giant’s most recent quarterly results underscored just how dominant its position has become, with record revenue of $81.6 billion, up 85% from a year earlier.
Border funding clears Senat
2026-06-06
digitimes.com
2026-06-06
Jensen Huang wrapped up his Taiwan run at GTC Taipei and Computex 2026 and flew to South Korea on June 5. His first stop was not Samsung or SK Hynix. It was Hongdae, where he met T1 star Faker — Lee Sang-hyeok — co-signed an RTX 5090 graphics card, and immediately set the internet on fire.