Semiconductor News & Analysis Feed
10930 articles
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan to showcase AI infrastructure at Computex 2026
Jensen Huang's keynote and a new Taipei headquarters signal Nvidia's deepening bet on Taiwan as the epicenter of AI hardware production
2026-05-29
eetimes.com
2026-05-29
Gartner Supply Chain Symposium highlights strategies to navigate chaos, orchestrate agility, and accelerate Innovation.
2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan set to dominate Computex 2026 with massive AI infrastructure push
Jensen Huang's keynote, TSMC partnerships, and the Vera Rubin supercomputer will anchor a Computex that's all about
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.quiverquant.com
2026-05-29
Quiver Quantitative
Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027.
Sector Performance: Participants also note the
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones,
2026-05-29
wkzo.com
2026-05-29
WKZO
By Wen-Yee Lee
TAIPEI, May 29 (Reuters) – Taiwan chip designer MediaTek said on Friday it supports both TSMC’s and Intel’s advanced packaging technologies, allowing customers to choose between the two approaches.
“We’re one of the few custom silicon providers that support both (TSMC’s) CoWoS and (Intel’s) EMIB. We let our customers choose,” MediaTek Senior Vice President Vince Hu told reporter
2026-05-29
www.msn.com
2026-05-29
MSN
Nvidia shares were edging up Friday as the market looks ahead to the Computex conference next week.
Nvidia stock was up 0.5% at $215.41 in premarket trading. Shares are down 0.5% in the past five trading sessions but up 15% this year so far through Thursday’s close.
The next catalyst for the stock is likely to be announcements at the Computex conference, the annual event which acts as a showcase
2026-05-29
www.theinformation.com
2026-05-29
The Information
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
At its recent I/O conference, Alphabet (
GOOGL
+0.34%
) (
GOOG
+0.36%
) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone.
While in its early stages, this new company could impact Nvidia's (
NVDA
+0.80%
) AI hardware business and
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.msn.com
2026-05-29
MSN
Samsung Electronics said Friday it has shipped the first samples of the latest high-bandwidth memory chips to its customers. The move lays down the gauntlet for Micron Technology but shouldn’t be much of an issue for the highflying stock.
Samsung said it has shipped the “industry’s first 12-layer HBM4E” chips, which it said represent a more than 20% improvement in data-processing speed and a more
2026-05-29
www.stocktitan.net
2026-05-29
Stock Titan
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2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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