Semiconductor News & Analysis Feed
73 articles
2026-06-02
www.thedailyupside.com
2026-06-02
The Daily Upside
Move aside, Mac Mini. Nvidia is making PCs specifically designed for running AI agents, CEO Jensen Huang announced Monday at a tech conference in Taipei.
Nvidia is introducing a new chip, the RTX Spark, to power its small-but-mighty laptops (the smallest model weighs three pounds and measures 14 millimeters). The chip, which Nvidia called “the most efficient PC chip ever built” will eventually be
2026-06-01
www.theguardian.com
2026-06-01
The Guardian
View image in fullscreen
The Nvidia CEO, Jensen Huang, introduces the RTX Spark laptop at Computex 2026 in Taipei. Photograph: I-Hwa Cheng/AFP/Getty Images
Nvidia
Nvidia launches ‘superchip’ putting AI power into laptops and PCs
Firm says its RTX Spark PC chip for Microsoft Windows will let AI agents replace the mouse and keyboard
Business live – latest updates
Julia Kollewe
Mon 1 Jun 2026 0
2026-05-31
simplywall.st
2026-05-31
simplywall.st
__fail__
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Record
Infineon’s Record Rally Meets the Macro Gauntlet: AI Power Story Faces Its First Real Test
30.05.2026 - 18:23:21 | boerse-global.de
Infineon shares surge to €81.81, up 113% YTD, powered by AI data centers, EVs, and renewables. But with the stock nearly double its 200-day average, sustainability hinges on macro data and earnings.
Infineon’s Record Rally Meets the Macro Gauntlet
2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
__fail__
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
__fail__
2026-05-29
digitimes.com
2026-05-29
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.
2026-05-28
telecom.economictimes.indiatimes.com
2026-05-28
ET Telecom
Read and get insights from specially curated unique stories from editorial
Explore and discuss challenges & trends in India's leading B2B events
Recognise work that not only stood out but was also purposeful
Join leaders & experts for roundtables, conferences, panels and discussions
By continuing you agree to our Privacy Policy & Terms & Conditions
We have various options to advertise with us
2026-05-28
www.thehindubusinessline.com
2026-05-28
BusinessLine
Semiconductor startup C2i Semiconductors on Thursday said it had taped out a smart power stage chip designed for artificial intelligence infrastructure, marking a milestone for the country's ambitions to build advanced semiconductor products domestically.
The chip, conceived, architected and verified entirely in India by C2i's engineering team, is designed to regulate and optimise power across AI
2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Chip cycle, auto demand, and AI power exposure
28.05.2026 - 01:12:24 | ad-hoc-news.de
Infineon Technologies remains tied to semiconductor demand in autos, industrial markets, and power systems for AI infrastructure, making it relevant for US investors watching the global chip cycle.
Infineon, DE0006231004
Infineon Technologies i
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon’s, Record
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand
27.05.2026 - 18:05:47 | boerse-global.de
Infineon shares double in 2026 after record Q2 results and second price hike. Analyst downgrade warns rally is fully priced in despite AI-driven demand surge.
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand - Foto: über
2026-05-27
news.google.com
2026-05-27
24/7 Wall St.
2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
__fail__
2026-05-27
simplywall.st
2026-05-27
simplywall.st
__fail__
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
__fail__
2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-23
blockonomi.com
2026-05-23
Blockonomi
__fail__
2026-05-22
simplywall.st
2026-05-22
simplywall.st
__fail__
2026-05-22
drrobertcastellano.substack.com
2026-05-22
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
__fail__