Semiconductor News & Analysis Feed
413 articles
2026-06-02
www.digitimes.com
2026-06-02
digitimes
Nvidia CEO Jensen Huang has repeatedly backed TSMC's price hikes, saying its advanced process and supply-chain services are difficult and highly valuable. As AI chip demand surges, TSMC, Samsung Electronics, SK Hynix, Micron, and other top semiconductor...
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2026-06-02
www.marketscreener.com
2026-06-02
marketscreener.com
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2026-06-02
www.hpcwire.com
2026-06-02
HPCwire
Level-5 ChipStack AI Super Agent framework and NVIDIA OpenShell runtime advance secure, agentic AI across semiconductor development
SAN JOSE, Calif., June 1, 2026 — At Computex 2026, Cadence announced the industry’s first fully autonomous virtual agentic AI design engineer, extending the ChipStack AI Super Agent to Level-5 autonomy. Built on Cadence’s AI-driven electronic design automation (EDA)
2026-06-02
www.pcmag.com
2026-06-02
PCMag
Nvidia kicked Computex off with massive news: a major consumer laptop play, powering a new class of AI PCs with a laptop superchip called the RTX Spark.
This isn't just about throwing an Nvidia sticker on a keyboard deck and dropping a jumped-up Arm chip inside. Nvidia’s move is a step change in laptop hardware. By taking the heavy-lifting AI components of Nvidia’s DGX Spark developer desktop, em
2026-06-02
eetimes.com
2026-06-02
Kevin Zhang said 3D integration is important, but transistor scaling remains the semiconductor industry's primary driver of performance and energy-efficiency gains.
2026-06-01
www.coreweave.com
2026-06-01
CoreWeave
Published on
June 1, 2026
4
min read
CoreWeave Completes Industry-First Bring-Up and Validation of NVIDIA Vera Rubin NVL72
CoreWeave is the first AI cloud provider to stand up a fully validated and operational Vera Rubin NVL72, delivering the purpose-built innovations that unlock NVIDIA's most advanced AI system for the agentic era
LIVINGSTON, N.J. — June 1, 2026 — CoreWeave, Inc. (Nasdaq: CRWV),
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
news.google.com
2026-06-01
Business Wire
2026-06-01
www.semiconductors.org
2026-06-01
Semiconductor Industry Association | SIA
SIA-Deloitte study estimates annual revenue from chips deployed in AI data centers could reach over $1.2 trillion by 2028, a nearly tenfold increase over four years
WASHINGTON, June 1, 2026 – The Semiconductor Industry Association (SIA), in partnership with Deloitte, today released a report finding the full range of semiconductor technologies are integral to artificial intelligence (AI), accounti
2026-06-01
www.01net.it
2026-06-01
01net
www.01net.it
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
news.google.com
2026-06-01
Business Wire
2026-06-01
blogs.nvidia.com
2026-06-01
NVIDIA Blog
Taiwan’s Industry Titans Turbocharge World’s AI Infrastructure Buildout With NVIDIA
Semiconductor and electronics manufacturing leaders are using NVIDIA AI to speed manufacturing from fabs to factory floors as they ramp up the production of NVIDIA Vera Rubin NVL72 infrastructure for agentic AI factories.
May 31, 2026 by Timothy Costa
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Taiwan is home to more than 500 NVIDIA ecosystem part
2026-06-01
www.moomoo.com
2026-06-01
Moomoo
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2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
Semiconductors
TechTech Trends
Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia
4-MIN READ
0
Ann Caoin Shanghai
Published: 10:00am, 1 Jun 2026
Under the weight of sustained US export controls on advanced semiconductors, China’s AI chipmak
2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
Semiconductors
TechTech Trends
Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia
4-MIN READ
0
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Ann Caoin Shanghai
Published: 10:00am, 1 Jun 2026
Under the weight of sustained US export controls on advanced semiconductors, China’s AI
2026-06-01
english.cw.com.tw
2026-06-01
天下雜誌
Exclusive: Why Cooling Problems Threaten Nvidia’s Most Important AI Launch Yet
Source:TechTaiwan
Taiwan's stock market euphoria over Nvidia's next-generation VR200 rack platform has sent obscure substrate and laminate makers soaring sixfold in a year, briefly lifting the island's total market cap past India's. But behind the spectacle of Jensen Huang touring Taipei night markets, a quieter story
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 31, 2026, NVIDIA Corp NVDA is set to make waves in the PC industry with its announcement of a new chip, as teased during the Computex event in Taipei. This collaboration with Microsoft and Arm hints at "A new era of PC." The implications of this move could be significant for the competitive landscape of Windows manufacturers.
2026-05-31
www.igorslab.de
2026-05-31
igor´sLAB
ARTIFICIAL INTELLIGENCE • COMPUTEX • GPUS • LATEST NEWS • PRO
Discrete Graphics: From Saviour of the PC Industry, through NVIDIA’s Protein Shake, to the Victim of Software, AI Factories, and Agents | Preface to Computex 2026
31. May 2026 03:10Igor Wallossek
📖 Reading time: approx. 13 minutes · 2,568 words · 15,449 characters
🔊
Listen
Today, instead of the usual feel-good images of a fascinating m
2026-05-31
www.igorslab.de
2026-05-31
igor´sLAB
ARTIFICIAL INTELLIGENCE • COMPUTEX • GPUS • LATEST NEWS • PRO
Discrete Graphics: From Saviour of the PC Industry, through NVIDIA’s Protein Shake, to the Victim of Software, AI Factories, and Agents | Preface to Computex 2026
31. May 2026 03:10Igor Wallossek
📖 Reading time: approx. 13 minutes · 2,568 words · 15,449 characters
🔊
Listen
Today, instead of the usual feel-good images of a fascinating m