Semiconductor News & Analysis Feed
4837 articles
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp chief executive officer Jensen Huang (黃仁勳) touted “insane” returns for investors willing to bet on the artificial intelligence (AI) boom, seeking to dispel lingering concerns around the big sums spent on AI and its long-term profitability.
The Nvidia cofounder, who has spent much of the week at the Computex Taipei exhibition proselytizing about how AI would revolutionize economies and
2026-06-03
www.bloomberg.com
2026-06-03
Bloomberg.com
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2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Nvidia’s (NASDAQ: NVDA) launch of its RTX Spark AI PC superchip targeting Windows on Arm has raised fresh concerns about competitive pressure on Qualcomm’s (NASDAQ: QCOM) Snapdragon X processors.
The launch came in late May and early June 2026, coinciding with Qualcomm’s introduction of its Dragonfly AI data-center brand and the company’s broader push to highlight its AI ambitions.
Rep. McCaul:
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
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.cultofmac.com
2026-06-03
Cult of Mac
Nvidia finally gives Apple silicon a real competitor
BY ANURAG CHAWAKE • 8:26 AM, JUNE 3, 2026
NEWS
RTX Spark laptops will arrive this fall, potentially offering all-day battery life on Windows laptops.
Image: Nvidia
Apple has been making some of the best laptop chips for years, but Nvidia’s new ARM-based RTX Spark processor might finally give the MacBook a real fight.
For Mac users, the annou
2026-06-03
www.tradingkey.com
2026-06-03
TradingKey
NVIDIA Corp (NVDA) moved down by 3.36%. The Technology Equipment sector is down by 0.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 0.00%; Marvell Technology Inc (MRVL) up 5.99%; NVIDIA Corp (NVDA) down 3.36%.
The intraday decline in NVIDIA's share price today appears to be influenced by a confluence of factors, primarily refl
2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Enables the Next Era Of Physical AI Research With Agent Skills For Autonomous Vehicles, Robotics And Vision AI
New physical AI agent skills, powered by NVIDIA Cosmos 3, help researchers accelerate data generation, simulation, policy training and evaluation for autonomous system development.
June 3, 2026 by Pranjali Joshi
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At CVPR, NVIDIA is unveiling new physical AI agent skills t
2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Research Unlocks Advanced Grasping, Smarter Autonomous Driving and Agent Training at Scale
New NVIDIA Research breakthroughs show how training at scale — across gripper types, driving scenarios and virtual worlds — creates AI that generalizes to diverse applications.
June 3, 2026 by Isha Salian
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What makes a robot gripper useful isn’t that it can pick up one object — it’s that it
2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Research Unlocks Advanced Grasping, Smarter Autonomous Driving and Agent Training at Scale
New NVIDIA Research breakthroughs show how training at scale — across gripper types, driving scenarios and virtual worlds — creates AI that generalizes to diverse applications.
June 3, 2026 by Isha Salian
0
Share
What makes a robot gripper useful isn’t that it can pick up one object — it’s that it
2026-06-03
www.tomshardware.com
2026-06-03
Tom's Hardware
PC Components CPUs
AMD executives react to Nvidia’s RTX Spark — ‘you’re just wrong if you don’t get a Strix Halo notebook’
News
By Jake Roach published 13 hours ago
AMD welcomes the competition, and postures that it has the superior platform.
(Image credit: Getty / Cheng Xin)
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2026-06-03
tomshardware.com
2026-06-03
Jake Roach
AMD welcomes Nvidia into the market with RTX Spark, saying that its Strix Halo and upcoming Gorgon Halo products will be superior.
2026-06-03
www.cnbc.com
2026-06-03
CNBC
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2026-06-03
www.stonex.com
2026-06-03
StoneX
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2026-06-03
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2026-06-03
StoneX
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2026-06-03
www.tradingview.com
2026-06-03
TradingView
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.pcmag.com
2026-06-03
PCMag
TAIPEI—In the wake of Nvidia's huge announcement of RTX Spark laptops, and the subsequent news that Microsoft was leading the charge with the Surface Laptop Ultra—arguably the flagship for this new class of laptops—we've been eager to get our hands on the new Surface and see what these new Nvidia-powered laptops will actually look and feel like. (Hit the preceding link for a rundown of all the par