Semiconductor News & Analysis Feed
16 articles
2026-07-06
digitimes.com
2026-07-06
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
2026-06-16
news.google.com
2026-06-16
EE Times Asia
2026-06-16
news.google.com
2026-06-16
EE Times Asia
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
2026-06-07
letsdatascience.com
2026-06-07
Let's Data Science
INFRASTRUCTURE
nvidia
rtx spark
arm pc
unified memory
Nvidia Unveils RTX Spark for Windows AI PCs
13 sources
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June 7, 2026
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Per NVIDIA's press release and Computex announcement, RTX Spark is a new Arm-based system-on-chip that combines a 20-core CPU, a Blackwell GPU with 6,144 CUDA cores, and up to 128GB of unified m
2026-06-06
michaelparekh.substack.com
2026-06-06
AI: Reset to Zero
WEEKLY ROUNDUP
AI: TSMC's 'AI Fed' 30% Target, Nvidia AI PCs, Anthropic Files IPO & More. AI-RTZ #1109.
.....busy week ending Friday June 5, 2026
MICHAEL PAREKH
JUN 06, 2026
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TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said
2026-06-05
www.barchart.com
2026-06-05
Barchart.com
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
simplywall.st
2026-06-02
simplywall.st
__fail__
2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
news.google.com
2026-06-01
Stock Titan
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-31
the-decoder.com
2026-05-31
the-decoder.com
AI in practice
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Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Copilot
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
May 30, 2026
Nvidia is entering the PC market. According to Axios, the first Windows computers running Nvidia chips as their main processor will be unveiled next