Semiconductor News & Analysis Feed
354 articles
2026-06-04
www.mk.co.kr
2026-06-04
매일경제
"The very question facing the AI semiconductor industry is changing... From the perspective of faster HBM and larger GPUs, attention is shifting toward inference and Agentic AI stages" "The challenge is no longer who can make the better GPU, but how AI systems should operate"
사진 확대
Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management]
As resolving bottlenecks in memory semi
2026-06-04
asiatimes.com
2026-06-04
Asia Times
Washington has moved to close a one-year-old loophole that allowed Chinese technology companies to acquire banned high-end Nvidia graphics processing units (GPUs) by routing purchases through subsidiaries based in Singapore and Malaysia.
The US Commerce Department’s Bureau of Industry and Security (BIS) issued guidance on May 31 clarifying that export licenses are required for advanced computing
2026-06-04
www.cloudmagazin.com
2026-06-04
Cloudmagazin
RATGEBER
**Reducing GPU Costs for AI Inference: FP8, FP4, and vLLM**
3 Juni 2026
8 min read
Training costs for a model are one-time, but inference costs accrue every day. That’s where the math is shifting: with native FP4 Tensor Cores on NVIDIA Blackwell and a serving layer like vLLM that leverages these formats, GPU hours and latency can be significantly reduced-without retraining the model. Fo
2026-06-03
www.phoronix.com
2026-06-03
Phoronix
NVIDIA Hopper & Blackwell GPU Support Moves Closer For Open-Source Nova Driver
Written by Michael Larabel in NVIDIA on 3 June 2026 at 06:26 AM EDT. Add A Comment
While the upstream, open-source Nouveau driver already supports NVIDIA's Hopper and Blackwell graphics processors with the GPU System Processor (GSP) code path, the bring-up of the Rust-written Nova driver remains ongoing. Out this week i
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.msn.com
2026-06-03
MSN
Microsoft has announced the launch of its upcoming laptop — Surface Laptop Ultra. Built in association with Nvidia, the company claims that it is the most-powerful Surface device yet. Microsoft Surface Laptop Ultra features a 15-inch mini-LED PixelSense Ultra display and is powered by Nvidia’s recently launched RTX Spark chipset. Designed for developers, AI builders and creators, Microsoft Surface
2026-06-02
www.extremetech.com
2026-06-02
extremetech.com
Nvidia announced its new RTX Spark platform at Computex 2026, targeting the desktop and mobile CPU market in a big way. Set to compete directly with Intel and AMD in a similar manner to Qualcomm's X range of SoCs, the new chip combines 20 ARM CPU cores with 6,144 Blackwell CUDA cores for what could be a potent combination—though questions remain about compatibility and emulation.
2026-06-02
www.techtimes.com
2026-06-02
Tech Times
By Adrian Parham
Published: Jun 02 2026, 10:00 AM EDT
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Intel CEO Lip-Bu Tan delivers the Intel keynote at Computex 2026 in Taipei, Taiwan INTEL CORPORATION
Intel CEO Lip-Bu Tan used Tuesday's Computex 2026 keynote in Taipei to deliver the most detailed public accounting yet of Crescent Island,
2026-06-02
voice.lapaas.com
2026-06-02
Lapaas Voice
HomeUncategorizedMicrosoft Unveils Surface Laptop Ultra With NVIDIA Blackwell RTX GPU
MICROSOFT UNVEILS SURFACE LAPTOP ULTRA WITH NVIDIA BLACKWELL RTX GPU
UNCATEGORIZED
PUBLISHED ON
JUNE 2, 2026
BY
ROHAN
Unveiled at the Computex trade show in Taipei, Microsoft has officially announced the Surface Laptop Ultra—its most powerful Surface device ever built.
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2026-06-02
kfgo.com
2026-06-02
The Mighty 790 KFGO
By Wen-Yee Lee and Max A. Cherney
TAIPEI, June 2 (Reuters) – Nvidia CEO Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth in central processing units (CPUs) and graphics processing units (GPUs) as it rides an AI boom.
The company, considered a barometer for the AI market’s health as its semiconductors are used in virtually every major data center in the wo
2026-06-02
www.reuters.com
2026-06-02
Reuters
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2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-01
arstechnica.com
2026-06-01
Ars Technica
SPARKS FLYING
Nvidia RTX Spark comes to Windows PCs with Arm CPU, RTX GPU, and unified memory
Nvidia’s new chips will power laptop workstations and mini desktop PCs at first.
ANDREW CUNNINGHAM – 2026年6月1日 22:47 | 92
A high-concept render of Nvidia's new RTX Spark system-on-a-chip. Credit: Nvidia
These days, Nvidia primarily sells AI data center products, and its traditional consumer devices fe
2026-06-01
letsdatascience.com
2026-06-01
Let's Data Science
INFRASTRUCTURE
intel
crescent island
ai inference
lpddr5
Intel plans Crescent Island AI GPU launch
3 sources
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June 1, 2026
7.2
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Photo: static.seekingalpha.com · rights & takedowns
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According to the Financial Times, Intel plans to start shipping its new "Crescent Island" AI inference GPU in limited quantities by the end of 2026, after an 18-month development proce
2026-06-01
www.smartprix.com
2026-06-01
smartprix.com
www.smartprix.com
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2026-06-01
technave.com
2026-06-01
TechNave
NVIDIA and Microsoft have officially announced the NVIDIA RTX Spark which combines NVIDIA’s latest GPUs into a single ARM-based chipset for a Windows 11 system. It’s basically taking what Qualcomm and Apple are doing with their ARM chipsets and taking it to another level. Unfortunately, it probably won’t be cheap with estimates going for tens of thousands of ringgit.
Home | Mobile Phone | iPad &
2026-06-01
technave.com
2026-06-01
TechNave
NVIDIA and Microsoft have officially announced the NVIDIA RTX Spark which combines NVIDIA’s latest GPUs into a single ARM-based chipset for a Windows 11 system. It’s basically taking what Qualcomm and Apple are doing with their ARM chipsets and taking it to another level. Unfortunately, it probably won’t be cheap with estimates going for tens of thousands of ringgit.
Who is it for? What about
2026-06-01
www.phoronix.com
2026-06-01
Phoronix
NBD-VRAM Provides Swap Space On Your NVIDIA GeForce GPUs
Written by Michael Larabel in NVIDIA on 1 June 2026 at 05:57 AM EDT. 3 Comments
An open-source developer has created NBD-VRAM as a way to create swap space on your consumer NVIDIA GPU's video memory under Linux.
Advertised primarily for those with laptops having soldered memory and needing more system memory space while also having a consum
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
tomshardware.com
2026-06-01
Kunal Khullar
Powered by Nvidia's RTX Spark Superchip, the Surface Laptop Ultra features 20 Arm CPU cores, 6,144 CUDA cores, and up to 128GB of unified memory