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Nvidia built its empire on gamers. Jensen Huang just reminded the world why that still matters

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digitimes.com 2026-06-06

Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.

Lightmatter Joins NVIDIA NVLink Fusion and Powers Next-Generation AI Infrastructure with Photonic Interconnects - Yahoo Finance

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finance.yahoo.com 2026-06-03 Yahoo Finance

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Lightmatter Joins NVIDIA NVLink Fusion and Powers Next-Generation AI Infrastructure with Photonic Interconnects - Business Wire

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news.google.com 2026-06-03 Business Wire

Applied Materials: The AI Stock That Wins No Matter Which Chip Wins - Trefis

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www.trefis.com 2026-06-02 Trefis

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Why Nvidia CEO Jensen Huang's Computex Speech Matters: AI Chips, Taiwan Investments And The Company's Nex - Benzinga

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www.benzinga.com 2026-06-01 Benzinga

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Airoha deepens focus on networking and wireless edge AI

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digitimes.com 2026-05-29

Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.

Semiconductor chips Edge computing AI chips Networking technology Wireless communication AI processor MediaTek Airoha Technology

The Semiconductor Rally Is Going Strong, but History Suggests the Cycle Still Matters - 24/7 Wall St.

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247wallst.com 2026-05-26 24/7 Wall St.

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Lightmatter joins TSMC on COUPE for 3D optical engines - digitimes

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www.digitimes.com 2026-05-26 digitimes

AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they vis

Semiconductor Laser Technology Silicon Photonics AI Computing 3D Optical Engine TSMC Lightmatter Silicon Photonics Unicorn

Lightmatter joins TSMC on COUPE for 3D optical engines

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digitimes.com 2026-05-26

AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.

With Chiplets, What Role Does Economics Play?

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semiengineering.com 2026-05-21 Bryon Moyer

Costs can rise with chiplets. Will that change? Will it matter?

Chiplets Data Center Semiconductor Manufacturing Economic Analysis Chip Design Advanced Process Wafer Cost Packaging Technology

Why the Earnings Report Reaction in Nvidia Stock Matters So Much More This Time - Barchart.com

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www.barchart.com 2026-05-20 Barchart.com

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Nvidia Earnings Don’t Matter This Time - 24/7 Wall St.

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247wallst.com 2026-05-20 24/7 Wall St.