Semiconductor News & Analysis Feed
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2026-05-30
mshale.com
2026-05-30
Mshale
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2026-05-30
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2026-05-30
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2026-05-30
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2026-05-30
The Motley Fool
In this video, I will explain why I took profits on Micron and AMD and why I'm looking into Axon, Reddit, and Shopify. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 26, 2026. The video was published on May. 26, 2026.
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
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2026-05-30
Yahoo Finance
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2026-05-30
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2026-05-30
MSN
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2026-05-29
tomshardware.com
2026-05-29
Stewart Bendle
Check the best prices on Nvidia RTX and AMD Radeon graphics cards.
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.reuters.com
2026-05-29
Reuters
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2026-05-29
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2026-05-29
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2026-05-29
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2026-05-29
Yahoo News Canada
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2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies
The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land
2026-05-29
finimize.com
2026-05-29
Finimize
Reuters says Lisa Su kept a lower profile than Jensen Huang as Nvidia’s China share slid from 95% to effectively zero under US export controls.
AMD CEO Lisa Su has been courting customers in China while Nvidia CEO Jensen Huang says US export controls have pushed Nvidia’s China AI chip share from 95% to “effectively zero,” creating space for alternatives.
China is a huge buyer of AI hardware, but
2026-05-29
www.msn.com
2026-05-29
MSN
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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.tweaktown.com
2026-05-29
TweakTown
NVIDIA's Arm-based 'Vera' CPU benchmarked, beats Intel Xeon and AMD EPYC CPUs
NVIDIA's upcoming 'Vera' CPU delivers a 1.63x performance uplift over last-gen Grace and is also faster than the top EPYC and Xeon CPUs.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 28, 2026 1:25 PM CDT
2 minutes & 45 seconds read time
TL;DR: NVIDIA's Vera CPU, featuring 88 custom Armv9.2 cores and advanced
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.heygotrade.com
2026-05-29
Gotrade
AI Semiconductor Rally: AMD, Marvell, Arista, Nvidia Lead
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
AI Trade Broadens Beyond Nvidia
Arista And AI Networking Infrastructure
Sources
Gotrade News - The AI semiconductor rally is broadening, with AMD, Marvell, Arista, and Nvidia drawing investor attention. The VanEck Semiconductor ET