Semiconductor News & Analysis Feed
225 articles
2026-05-26
digitimes.com
2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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2026-05-26
www.tweaktown.com
2026-05-26
TweakTown
AMD's Zen 7 'Grimlock' CPUs will reportedly utilize TSMC's 1.4nm 'A14' node and advanced packaging
The company is also looking to integrate Powertech's FOPLP advanced packaging technology into the Zen 7 architecture, along with next-gen 3D V-Cache.
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Hassam Nasir
Tech Reporter
Published May 25, 2026 2:50 PM CDT
2 minutes & 30 seconds read time
TL;DR: AMD is preparing its Zen 7 "Grim
2026-05-25
pulse2.com
2026-05-25
Pulse 2.0
Nvidia CEO Jensen Huang said the company’s forecast for a $200 billion CPU market opportunity includes China, highlighting Nvidia’s continued focus on the country despite ongoing U.S.-China technology tensions and export restrictions, according to Reuters.
Huang made the comments while speaking to reporters in Taipei ahead of the Computex trade show. The remarks followed Nvidia’s recent earnings
2026-05-25
wccftech.com
2026-05-25
Wccftech
AMD's next-gen Zen 7 "Grimlock" CPUs are rumored to utilize TSMC's 1.4nm (A14) process tech & new packaging innovations.
The Zen 6 architecture is yet to make a formal entry into mainstream server and consumer segments, and while mass production has already begun on TSMC's 2nm process tech, the company is now prepping its supply chain partners for the next-generation lineup.
In a report by Taiwa
2026-05-25
www.electronicsforyou.biz
2026-05-25
Electronics For You BUSINESS
Buzz
Semicon
Nvidia Eyes New Growth Engine With Vera CPU Platform
By
Nikita Kumari
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NVIDIA
May 25, 2026
The company is broadening its focus beyond GPUs, positioning CPUs as a major growth driver in the era of agentic artificial intelligence.
Nvidia is continuing to view China as a key market for its future growth, even as export restrictions and geopolitical tensions complicate business
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
Nvidia $200B CPU Market Forecast Includes China, Huang Says
Rendy Andriyanto
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Vera Rubin Roadmap
China Market Hurdles
Sources
Gotrade News - Nvidia confirmed its $200 billion CPU market forecast includes China, CEO Jensen Huang told reporters in Taipei. The chipmaker's H200 processor has been licensed for
2026-05-25
news.az
2026-05-25
Latest news from Azerbaijan
Nvidia CEO Jensen Huang confirmed that his $200 billion market forecast for central processing units (CPUs) includes China, signaling that the tech giant still anticipates massive long-term demand despite intense U.S.-China trade friction.
Speaking in Taipei, Huang emphasized that the Chinese market remains vital for Nvidia, which is currently seeking approval from Beijing to sell its licensed H2
2026-05-25
letsdatascience.com
2026-05-25
Let's Data Science
INFRASTRUCTURE
nvidia
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vera rubin
Nvidia Includes China in $200 Billion CPU Market Forecast
8 sources
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May 25, 2026
6.7
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Photo: th-i.thgim.com · rights & takedowns
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Nvidia CEO Jensen Huang said on May 23 that his forecast of a $200 billion market for CPUs includes China, Reuters and CNBC report. Asked by reporters in Taipei whether China was part of tha
2026-05-25
www.investing.com
2026-05-25
Investing.com
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2026-05-25
www.msn.com
2026-05-25
MSN
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2026-05-25
digitimes.com
2026-05-25
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.
2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-24
www.gurufocus.com
2026-05-24
GuruFocus
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2026-05-24
www.benzinga.com
2026-05-24
Benzinga
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2026-05-24
www.tweaktown.com
2026-05-24
TweakTown
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2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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2026-05-24
www.msn.com
2026-05-24
MSN
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2026-05-24
hothardware.com
2026-05-24
HotHardware
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