Semiconductor News & Analysis Feed
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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
www.manilatimes.net
2026-05-27
The Manila Times
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Santa Clara, CA and Willich/Nuremberg, Germany, May 26, 2026 (GLOBE NEWSWIRE) --
2026-05-27
www.advancedmanufacturing.org
2026-05-27
Advanced Manufacturing
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2026-05-27
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2026-05-27
samsung.com
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2026-05-27
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2026-05-27
Benzinga
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2026-05-27
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2026-05-27
Taiwan News
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2026-05-27
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2026-05-27
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2026-05-27
www.tomshardware.com
2026-05-27
Tom's Hardware
PC Components GPUs
Nvidia is finally ditching its iconic Control Panel after 20 years — new driver updates only ship in the Nvidia App
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By Aaron Klotz published 1 hour ago
The Nvidia Control Panel will no longer have features added to it, but it will still be available for download from the Microsoft Store.
(Image credit: Nvidia)
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2026-05-27
tomshardware.com
2026-05-27
Aaron Klotz
Nvidia has finally retired its 20-year-old control panel for GeForce GPUs. From now on, new GeForce drivers will only include the Nvidia App.
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron jumps 16% after UBS triples price target to $1,625 on AI memory demand
UBS analyst Timothy Arcuri tripled his Micron price target, citing long-term supply agreements and AI-driven demand for hi
2026-05-27
www.investing.com
2026-05-27
Investing.com
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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
Ben Stockton
Updated daily, this list shows the lowest US prices on major SSD models.
2026-05-27
tomshardware.com
2026-05-27
Luke James
The Suwon District Court rejected the injunction filed by five employees from Samsung’s Device eXperience division.
2026-05-27
www.pcgamer.com
2026-05-27
PC Gamer
Hardware Processors
Nvidia's first in-house CPU benchmarked, beats x86 and ARM chips alike but only in Nvidia-sanctioned tests
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By Jeremy Laird published 6 hours ago
But when might we see such CPU cores in a PC?
(Image credit: Nvidia)
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The first true Nvidia CPU
2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Some Chinese AI industry leaders must get the green light from Beijing before they can take that international vacation.
2026-05-27
tomshardware.com
2026-05-27
Hassam Nasir
The Arc G3 series would compete directly against AMD's Ryzen Z2 platform.
2026-05-27
developer.nvidia.com
2026-05-27
NVIDIA Developer
Precision medicine depends on two fundamental capabilities: understanding disease at the genomic level and identifying treatments at the molecular level.
NVIDIA’s contributions to precision medicine extend far beyond accelerated computing, delivering a full-stack platform that translates hardware and software advancements directly into healthcare outcomes.
Sequencing the human genome initially
2026-05-27
www.01net.it
2026-05-27
01net
www.01net.it
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2026-05-26
sherwood.news
2026-05-26
Sherwood News
Luke Kawa
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Qualcomm spikes after report that it’s selling “millions” of AI chips to TikTok owner ByteDance
QualcommQCOM $250.06 (5.00%) is spiking after a Bloomberg report that the chip company is poised to sell “millions” of AI chips to TikTok owner ByteDance.
The report, citing people familiar with the matter, said these custom processors would be used to “support the social media company’s