Semiconductor News & Analysis Feed
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2026-06-05
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What happened: Semiconductor stocks, including Intel (INTC), AMD (AMD), Arm Holdings (ARM), and Marvell Technology (MRVL), fell more than 3% pre-market on Thursday as the broader chip sector came under pressure following a disappointing outlook from custom AI chip designer Broadcom (AVGO).
High-flying memory and storage names Micron (MU) and SanDisk (SNDK) also tumbled 6% and 4% respecitvely in p
2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
The Motley Fool
Nvidia (
NVDA
3.58%
) has spent the past three years becoming the world's most valuable company on the back of one business: selling the chips that power artificial intelligence (AI) data centers. Now it wants the device on your desk.
At the Computex trade show in Taipei this week, Nvidia founder and CEO Jensen Huang unveiled RTX Spark, a new superchip built for Windows PCs -- a direct push into
2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
foreignpolicyjournal.com
Super Micro Computer launched its rack-scale Helios platform at Computex 2026, built on Advanced Micro Devices’ (NASDAQ: AMD) Instinct MI455X GPUs and EPYC CPUs.
The Helios platform targets hyperscale AI infrastructure designed for large language model training, inference, and broader AI workloads at scale.
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2026-06-04
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2026-06-03
www.tomshardware.com
2026-06-03
Tom's Hardware
PC Components CPUs
AMD executives react to Nvidia’s RTX Spark — ‘you’re just wrong if you don’t get a Strix Halo notebook’
News
By Jake Roach published 13 hours ago
AMD welcomes the competition, and postures that it has the superior platform.
(Image credit: Getty / Cheng Xin)
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2026-06-03
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2026-06-03
Jake Roach
AMD welcomes Nvidia into the market with RTX Spark, saying that its Strix Halo and upcoming Gorgon Halo products will be superior.
2026-06-03
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2026-06-03
StoneX
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2026-06-03
IT Brief Australia
AMD has started ramping production of its next-generation EPYC processor, codenamed Venice, on TSMC's 2nm process technology.
Venice is AMD's sixth-generation EPYC data centre CPU, and the production ramp marks a key step in its server processor roadmap. Production is ramping in Taiwan, with manufacturing also planned for TSMC's Arizona site.
AMD said Venice is the industry's first high-performa
2026-06-03
itbrief.co.nz
2026-06-03
IT Brief New Zealand
AMD has started ramping production of its next-generation EPYC processor, codenamed Venice, on TSMC's 2nm process technology.
Venice is AMD's sixth-generation EPYC data centre CPU, and the production ramp marks a key step in its server processor roadmap. Production is ramping in Taiwan, with manufacturing also planned for TSMC's Arizona site.
AMD said Venice is the industry's first high-performa
2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Nvidia Corporation (NASDAQ: NVDA) is entering the personal computer market with a new chip designed to challenge the dominance of Intel Corp. and modernize machines for the AI era.
The new RTX Spark Superchip will debut in laptops and desktops from Dell Technologies Inc. and Lenovo Group Ltd. starting this fall, CEO Jensen Huang announced at the Computex trade show in Taipei.
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2026-06-03
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2026-06-03
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