Semiconductor News & Analysis Feed
7369 articles
2026-05-30
digitimes.com
2026-05-30
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
cryptobriefing.com
2026-05-30
Crypto Briefing
Nvidia, Microsoft, and Arm tease new N1X laptop processors ahead of Computex
The three tech giants are coordinating a 'new era of PC' campaign around Nvidia's first Arm-based laptop chips, with major
2026-05-30
www.theverge.com
2026-05-30
The Verge
NEWS
GADGETS
TECH
Nvidia, Microsoft, and Arm are all teasing Nvidia’s new N1X laptop processors
All eyes area now on Nvidia’s keynote at Computex on Sunday night.
by
Tom Warren
May 30, 2026, 7:03 AM GMT+8
Nvidia CEO Jensen Huang with an RTX laptop at CES 2025. Image: Getty Images
Tom Warren is a senior correspondent and author of Notepad, who has been covering all things Microsoft, PC, and tech
2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 7:01 PM EDT
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Nvidia has announced $2 billion investments each in photonics companies Lumentum, Coherent and Marvell since March, according to multiple reports. PEXELS
Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networki
2026-05-30
www.barrons.com
2026-05-30
Barron's
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2026-05-30
www.fool.com
2026-05-30
The Motley Fool
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.tweaktown.com
2026-05-30
TweakTown
NVIDIA and Microsoft tease 'a new era of PC' ahead of Computex, and it's hard not to link this to the fabled N1X chip
N1X sightings have been piling up for months, and with Windows 12 ruled out, the new era of PC is almost certainly NVIDIA chips and new Surface hardware.
Hassam Nasir
Tech Reporter
Published May 29, 2026 4:50 PM CDT
2 minutes & 15 seconds read time
TL;DR: NVIDIA and Microsoft tease
2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
www.barrons.com
2026-05-30
Barron's
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.techpowerup.com
2026-05-30
TechPowerUp
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2026-05-30
www.investing.com
2026-05-30
Investing.com
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2026-05-30
spyglass.org
2026-05-30
spyglass.org
M.G. SIEGLER • #NVIDIA • MAY 29, 2026
Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA
Can the main AI chip maker ensure Windows owns the 'AI PC'?
Have you heard? Intel is back, baby. A year ago, the peddlers of Pentium were all-but left for dead having missed not just the mobile revolution, but the AI one as well. Intel was an $85B company, while NVIDIA, long their GPU-focused litt
2026-05-30
news.google.com
2026-05-30
Stock Titan
2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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2026-05-30
www.pcmag.com
2026-05-30
PCMag
Nvidia is fueling speculation it will launch its own Arm-based PC chips at Taiwan’s Computex show after a coordinated social media post with Microsoft.
On Friday morning, both Nvidia and Microsoft’s Windows account tweeted the words “A new era of PC.” The posts cryptically contained numbers that appear to be latitude and longitude coordinates.
If you plug the numbers into Google Maps, you’ll g
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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