Semiconductor News & Analysis Feed
223 articles
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock’s New CPU Story Big Enough to Cover Its China Silence?
June 11th, 2026 by Trefis Team
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Trefis
NVDA
NVIDIA
As management pivots hard to a massive new market, they’ve stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can’t afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock's New CPU Story Big Enough to Cover Its China Silence?
As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue surge over the last year, it’s easy to get swept up in the triumphant narrative.
2026-06-11
semiengineering.com
2026-06-11
Ann Mutschler
Standalone GPUs are being replaced by heterogeneous SoCs and chiplets that combine CPUs...
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Nvidia: Vera CPU And RTX Spark Widen The Company's Growth Runway
Jun 10, 2026, 12:44 PM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, GOOGL, META, META:CA, ZMET:CA, AMZN, AMZN:CA, ZAMZ:CA, AVGO, AVGO:CA, ZAVG:CA
Vinay Utham, CFA
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
tomshardware.com
2026-06-11
Jake Roach
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
2026-06-11
www.tomshardware.com
2026-06-11
Tom's Hardware
PC Components CPUs
AMD fires back at Nvidia, claiming 256-core Zen 6 'Venice' CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks
News
By Jake Roach published 4 hours ago
Mind the footnotes on this one.
(Image credit: AMD)
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2026-06-09
www.phoronix.com
2026-06-09
Phoronix
RISC-V CPU Performance Up 8x In Five Years: SiFive HiFive Unmatched To SpacemiT K3
Written by Michael Larabel in Processors on 9 June 2026 at 10:12 AM EDT. Page 1 of 6. Add A Comment.
Recently I published some initial SpacemiT K3 benchmarks for that first-to-market RISC-V RVA23 SoC with the K3 Pico-ITX mini computer. In there was a comparison against modern Intel Core Ultra and AMD Ryzen desktop
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia Is Doubling Down on the CPU Market. That's Bad News for AMD and Intel Stock Investors
Harsh Chauhan, The Motley Fool
Mon, June 8, 2026 at 9:09 PM AST 6 min read
NVDA
+1.73%
AMD
+5.14%
INTC
+11.19%
Nvidia (NASDAQ: NVDA) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips a
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips are ideal for processing huge amounts of data quickly. The massive parallel processing power of GPUs enables them to perform thousands of tasks simultaneously. As a result, GPUs have been widely used in ga
2026-06-09
tomshardware.com
2026-06-09
Matt Safford
Levelplay took to Computex with some interesting cooling concepts, like magnetic fans that can be reversed in seconds, and an AIO that puts a big tactile knob for fan control on top of your CPU.
2026-06-08
www.insidermonkey.com
2026-06-08
Insider Monkey
NEWS
NVIDIA Corporation (NVDA) is a Cheap Robotics Stock to buy as the Vera CPU Tops on Autonomous Functions
Published on June 8, 2026 at 8:01 am by ABDUL RAHMAN in News
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NVIDIA Corporation (NASDAQ:NVDA) is one of the cheap robotics stocks to buy right now. On May 26, NVIDIA Corporation (NASDAQ:NVDA) reported that its Vera CPU met the new CPU requirements for an artificial intelligence facto
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA Corporation (NVDA) is a Cheap Robotics Stock to buy as the Vera CPU Tops on Autonomous Functions
Abdul Rahman
Mon, June 8, 2026 at 5:01 AM PDT 2 min read
NVDA
+1.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the cheap robotics stocks to buy right now. On May 26, NVIDIA Corporation (NASDAQ:NVDA) reported that its Vera CPU met the new CPU requirem
2026-06-08
tomshardware.com
2026-06-08
Mark Tyson
June 8, 1978, marked the birth of the x86 architecture with the arrival of the 16-bit Intel 8086 CPU.
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-08
www.trendforce.com
2026-06-08
TrendForce
[News] SK hynix to Supply Memory for NVIDIA Vera CPU as Partnership Deepens; Samsung Meeting in Spotlight
2026-06-08 Semiconductors editor
News
Please note that this article cites information from Global Economic News, ZDNet, Bloomberg, SK hynix, and NVIDIA.
Following confirmation that the “big three” memory makers—Samsung Electronics, SK hynix, and Micron—have secured HBM4 supply approv
2026-06-07
letsdatascience.com
2026-06-07
Let's Data Science
INFRASTRUCTURE
nvidia
sk hynix
ai infrastructure
dram
Nvidia Secures SK Hynix DRAM for Vera Data-Center CPU
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June 7, 2026
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Photo: static.seekingalpha.com · rights & takedowns
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Bloomberg reporting, as summarized by Seeking Alpha, says Nvidia's newly unveiled Vera data-center CPU will incorporate memory supplied by SK Hynix. The coverage frames the an
2026-06-07
tomshardware.com
2026-06-07
Hassam Nasir
The CPU market has never been this fierce.
2026-06-07
tomshardware.com
2026-06-07
Aaron Klotz
YouTuber challenges himself to alleviate a CPU bottleneck with a Core i7-6700K paired with an RTX 3080 through overclocking.
2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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