Semiconductor News & Analysis Feed
997 articles
2026-06-04
www.msn.com
2026-06-04
MSN
What happened: Semiconductor stocks, including Intel (INTC), AMD (AMD), Arm Holdings (ARM), and Marvell Technology (MRVL), fell more than 3% pre-market on Thursday as the broader chip sector came under pressure following a disappointing outlook from custom AI chip designer Broadcom (AVGO).
High-flying memory and storage names Micron (MU) and SanDisk (SNDK) also tumbled 6% and 4% respecitvely in p
2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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2026-06-04
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2026-06-04
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2026-06-04
www.theregister.com
2026-06-04
The Register
AI AND ML
Intel's mysterious new datacenter GPU is what Nvidia's Rubin CPX nearly was
Nvidia's prefill accelerator was shelved, but Chipzilla's Crescent Island could fill the void
Tobias Mann
Systems editor
0
Published Thu 04 Jun 2026 // 13:00 UTC
COMPUTEX 2026 Intel offered new insights into its next-gen datacenter GPU codenamed Crescent Island. Alongside supporting enterprise AI deployments,
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Nvidia (
NVDA
3.58%
) has spent the past three years becoming the world's most valuable company on the back of one business: selling the chips that power artificial intelligence (AI) data centers. Now it wants the device on your desk.
At the Computex trade show in Taipei this week, Nvidia founder and CEO Jensen Huang unveiled RTX Spark, a new superchip built for Windows PCs -- a direct push into
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
tomshardware.com
2026-06-04
Andrew E. Freedman
The MSI Claw 8 EX AI+ brought comfort and performance to Computex with massive prongs and Intel Arc G3 Extreme.
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
3.62%
) and Micron Technology (
MU
+1.56%
) have been at the center of the artificial intelligence (AI) infrastructure boom in recent years, as they design and manufacture mission-critical chips that help run AI applications.
Not surprisingly, shares of both companies have delivered stellar returns. Nvidia stock has shot up 492% over the past three years. Micron, on the other hand,
2026-06-03
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2026-06-03
Yahoo Finance
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2026-06-03
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2026-06-03
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2026-06-03
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2026-06-03
StoneX
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2026-06-03
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Intel tries to loosen Nvidia’s AI grip with chips that keep computing off the public cloud
At Computex 2026, Intel unveiled an ambitious AI chip offensive spanning PCs, robotics and edge devices, promoting local AI ov
2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Nvidia Corporation (NASDAQ: NVDA) is entering the personal computer market with a new chip designed to challenge the dominance of Intel Corp. and modernize machines for the AI era.
The new RTX Spark Superchip will debut in laptops and desktops from Dell Technologies Inc. and Lenovo Group Ltd. starting this fall, CEO Jensen Huang announced at the Computex trade show in Taipei.
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