Semiconductor News & Analysis Feed
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2026-06-03
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2026-06-03
qz.com
A.I.
Adobe is rebuilding Photoshop and Premiere to run on NVIDIA's new AI superchip
The companies say the overhaul will deliver up to 2x faster AI and graphics performance across creative workflows
By
Cris Tolomia
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Published 11 hours ago
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Adobe $ADBE is rearchitecting Photoshop an
2026-06-03
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2026-06-03
The Motley Fool
Advanced Micro Devices just had one of its best months in two decades. The stock soared more than 40% in May to a record high, as investors poured back into chipmakers on relentless demand for AI hardware. And it wasn't alone. Smartphone-chip designer Qualcomm climbed about 40% to a record of its own, while the broader Philadelphia Semiconductor Index gained more than 60% for the year, far outpaci
2026-06-03
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2026-06-03
StockStory
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2026-06-03
GV Wire
NVIDIA and Microsoft on Saturday unveiled a new generation of Windows computers designed to run artificial intelligence agents directly on users’ devices, marking what the companies described as a major shift in personal computing.
The new platform, called RTX Spark, is built around a custom NVIDIA superchip that delivers up to one petaflop of AI computing performance and as much as 128 gigabytes
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
Marvell Technology MRVL shares jumped in premarket trade on Tuesday after Nvidia chief executive Jensen Huang said the chip designer could be the next semiconductor company to reach a $1 trillion valuation, tying the call to rising demand for AI infrastructure.
The comments came during Computex in Taipei, where Huang appeared with Marvell chief executive Matt Murphy.
Huang said the industry is s
2026-06-03
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2026-06-03
Ben Stockton
MSI have revealed three new gaming routers with WiFi 7 support at Computex, with its flagship BE19000 model featuring a built-in SSD slot, eight antennas and a sci fi-esque translucent design.
2026-06-03
tomshardware.com
2026-06-03
Brandon Hill
Our team is on the ground in Taipei bringing you the latest from Computex 2026
2026-06-03
www.tradingkey.com
2026-06-03
TradingKey
Texas Instruments Inc (TXN) moved up by 3.90%. The Technology Equipment sector is up by 2.92%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 0.75%; NVIDIA Corp (NVDA) up 0.49%; Marvell Technology Inc (MRVL) up 28.90%.
Texas Instruments experienced an increase in share price today, influenced by a combination of recent positive company
2026-06-03
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2026-06-03
EnergyNow.com
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2026-06-03
energynow.ca
2026-06-03
EnergyNow
The Binding Constraint: From EUV Machines to Megawatts
June 2, 2026 EnergyNow Media
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EIR identifies five quarterly signals—from EUV tool orders to packaging utilization—that best indicate whether AI chip supply can scale through 2030
CALGARY, Alberta (June 2, 2026) — Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the l
2026-06-03
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2026-06-03
NVIDIA Developer
2026-06-02
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2026-06-02
Morningstar