Semiconductor News & Analysis Feed
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2026-05-28
www.forbes.com
2026-05-28
Forbes
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.msn.com
2026-05-28
MSN
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2026-05-28
tomshardware.com
2026-05-28
Jake Roach
Intel has revealed the Arc G3 and G3 Extreme chips, which are built on Panther Lake dies with up to an Arc B390 iGPU. The chips will show up in devices from partners like Acer and OneXPlayer.
2026-05-28
tomshardware.com
2026-05-28
Matt Safford
Acer's Atlas 8 takes on AMD’s dominance in the space with the new Intel Arc G3 and G3 Extreme processors, packing Arc B370 or B390 iGPUs.
2026-05-28
www.startuphub.ai
2026-05-28
StartupHub.ai
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AMD EPYC Venice Hits TSMC 2nm
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AMD EPYC Venice Hits TSMC 2nm
May 28 at 2:37 AM
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AMD
Advanced Micro Devices (AMD) has officially begun the production ramp for its upcoming 6th Gen AMD EPYC™ CPUs, codenamed "Venice." This crucial milestone sees the processors manufactured on TSMC’s cutting-
2026-05-27
tomshardware.com
2026-05-27
Zak Killian
NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
2026-05-27
siliconangle.com
2026-05-27
SiliconANGLE
Tensormesh Inc. has hit upon a way to make artificial intelligence inference more efficient by eliminating the need for redundant computations, and its technology is so convincing that several of AI infrastructure giants are backing it with $20 million in funding.
Today’s round saw the participation of Nvidia Corp., Advanced Micro Devices Inc. and CoreWeave Inc., as well as the venture capital fi
2026-05-27
amp.axios.com
2026-05-27
Axios
amp.axios.com
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2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company.
A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks.
Justice Minister says he intends to continue his approach to deportations
Submit a Press Release or News Tip
The video was publis
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Advanced Micro Devices (
AMD
+7.91%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 22, 2026. The video was published on May 22, 2026.
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA) and other AI stocks.To learn more, check out the short video, consider subscribing, and click the special offer link below.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel bo
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 26, 2026. The video was published on May 26, 2026.
2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Nvidia (
NVDA
0.65%
) released its fiscal 2027 first-quarter results (for the three months ended April 26) on May 20, and the company's numbers make it clear that its grip on the artificial intelligence (AI) chip market remains as strong as ever.
Nvidia has dominated the AI chip market since the technology gained prominence in November 2022, following the launch of ChatGPT. Since then, companies
2026-05-27
www.quiverquant.com
2026-05-27
Quiver Quantitative
NVIDIA Earnings Rotation: Social media participants noted a clear shift toward AMD shares after NVIDIA's latest results, with analysts pointing to accelerating growth rates near 50 percent in key segments.
Computex Momentum: Discussions centered on Lisa Su's upcoming appearance at the event, which investors linked to potential CPU market gains and broader semiconductor strength amid memory supply
2026-05-27
cryptorank.io
2026-05-27
CryptoRank
On May 26, 2026 AI and semiconductor stocks rallied as the S&P 500 rose 0.6% and the Nasdaq 1.1%, led by Micron (+17%, market cap above $1 trillion), Qualcomm (+6%), AMD (~+5%), Intel (~+4%) and a Roundhill Memory ETF gain of ~12%. The surge, fueled by stronger AI infrastructure demand and Nvidia’s push into a potential $200 billion CPU market with its Vera architecture, is broadly positive for cr
2026-05-27
tomshardware.com
2026-05-27
Hassam Nasir
The Arc G3 series would compete directly against AMD's Ryzen Z2 platform.
2026-05-26
tomshardware.com
2026-05-26
Zak Killian
AMD has been accused of 'bait-and-switch' tactics following changes to the licensing of Vivado on Linux.