Semiconductor News & Analysis Feed
146 articles
2026-06-01
www.cnbc.com
2026-06-01
CNBC
Nvidia
has selected Chinese humanoid robot maker Unitree for the first robotics system the U.S. chipmaker is selling to researchers from Stanford to ETH Zurich, the company announced Monday.
The system combines Unitree's nearly 6-foot-tall H2 humanoid robot with Nvidia's Jetson Thor hardware, which includes the company's advanced Blackwell GPU for on-device artificial intelligence capabilities.
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-28
www.chosun.com
2026-05-28
조선일보
By Park Ji-min
Published 2026.05.28. 16:05
Updated 2026.05.28. 16:18
CXMT's latest DRAM DDR5 product. /CXMT
The initial public offering (IPO) of Chinese DRAM company ChangXin Memory Technologies (CXMT) has entered its final stages. The Shanghai Stock Exchange announced on the 27th that CXMT’s STAR Market (the Chinese version of NASDAQ) IPO passed the listing review committee’s deliberation. Only
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
digitimes.com
2026-05-28
ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.
2026-05-28
news.google.com
2026-05-28
The Motley Fool
2026-05-28
news.google.com
2026-05-28
24/7 Wall St.
2026-05-28
news.google.com
2026-05-28
Yahoo Finance
2026-05-26
news.google.com
2026-05-26
Benzinga
2026-05-25
news.google.com
2026-05-25
The Motley Fool
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2026-05-24
news.google.com
2026-05-24
Benzinga
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2026-05-23
michaelparekh.substack.com
2026-05-23
AI: Reset to Zero
AI: Reset to Zero
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WEEKLY ROUNDUP
Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095
...weekly roundup ending 5/22/26
MICHAEL PAREKH
MAY 23, 2026
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1. Nvidia Q1 2027 Reigns On — Sans China:
Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
2026-05-23
www.foxbusiness.com
2026-05-23
Fox Business
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2026-05-22
siliconangle.com
2026-05-22
SiliconANGLE
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2026-05-21
www.cnbc.com
2026-05-21
CNBC
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2026-05-21
news.google.com
2026-05-21
TheStreet Pro
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2026-05-21
www.reuters.com
2026-05-21
Reuters
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2026-05-21
www.investing.com
2026-05-21
Investing.com
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2026-05-21
www.crnasia.com
2026-05-21
CRN Asia
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