Semiconductor News & Analysis Feed

684 articles
2026-05-30
singjupost.com 2026-05-30 The Singju Post
Home » Transcript of CNA’s Victoria Jen Interviews NVIDIA’s Jensen Huang Transcript of CNA’s Victoria Jen Interviews NVIDIA’s Jensen Huang May 30, 2026 2:17 amby Pangambam STechnology Share Tweet Pinterest Email Editor’s Note: In this comprehensive CNA interview, Nvidia CEO Jensen Huang shares his vision for the AI revolution and its profound impact on global industries over the next five years.
2026-05-30
www.theglobeandmail.com 2026-05-30 The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares. According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform. The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
2026-05-30
www.semiaccurate.com 2026-05-30 Semiaccurate
Qualcomm Launches Low Cost Snapdragon C Platform Computex 2026: Old phone SoCs for new laptops May 29, 2026 by Charlie Demerjian Qualcomm is launching a new low end laptop CPU line, the Snapdragon C. Details are something between sparse and non-existent but SemiAccurate can fill in a lot of the blanks. In a Computex pre-briefing, Qualcomm surprise launched the Snapdragon C platform for $300 an
2026-05-30
digitimes.com 2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com 2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
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
www.barrons.com 2026-05-30 Barron's
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2026-05-30
virtualizationreview.com 2026-05-30 Virtualization Review
Cloud providers are facing a two-sided AI cost problem: They have to keep building the infrastructure required to support rising demand, while giving enterprise customers enough controls to keep AI workloads financially manageable. The result is a new phase in cloud AI, one in which providers are not only competing on model access and performance, but also on cost controls. Prompt caching, contex
2026-05-30
www.tomshardware.com 2026-05-30 Tom's Hardware
Laptops Nvidia and Microsoft tease "a new era of PC" ahead of Computex 2026 — coordinated social media posts could indicate that rumored N1X laptops will be Windows on Arm systems News By Jeffrey Kampman published 8 hours ago An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+. (Image credit: Nvidia) Share this article 19 Join the conversation Follow u
2026-05-30
www.marketscreener.com 2026-05-30 marketscreener.com
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2026-05-30
tomshardware.com 2026-05-30 Bruno Ferreira
TikTok owner Bytedance reportedly developing its own custom CPUs in a bid to reduce costs and dependence from US chipmakers
2026-05-29
www.datacenterdynamics.com 2026-05-29 Data Center Dynamics
TSMC customers are more focused on making their hardware energy efficient than any other metric of improvement, Kevin Zhang, deputy co-chief operations officer and SVP at TSMC, said during the company’s Technology Symposium in Amsterdam on May 28. Speaking during a press briefing, Zhang said that across the board – from Edge to mobile, IoT, HPC, or in the data center – customers want “more energy
2026-05-29
beincrypto.com 2026-05-29 BeInCrypto
Nvidia (NVDA) H200 GPU rental prices fell roughly 40% in three weeks, sliding from $7 to about $4 per hour. The repricing is testing the AI scarcity story and tightening near-term risk around NVDA shares. NVDA closed at $214.25 on May 28 ahead of the latest reading from the Ornn Compute Price Index. Spot softness on older Hopper chips is feeding fresh investor doubt about hyperscaler demand durab
2026-05-29
tomshardware.com 2026-05-29 Etiido Uko
The company had been secretly deploying the design in its data centers since last year
2026-05-29
www.cnbc.com 2026-05-29 CNBC
Sign up for free newsletters and get more CNBC delivered to your inbox Get this delivered to your inbox, and more info about our products and services. © 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company. Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. This site is now part of
2026-05-29
tomshardware.com 2026-05-29 Mark Tyson
An IBM ThinkPad user boasts that they can install '(almost) all versions of Windows from NT 4 to 10 22H2' with driver support, without resorting to virtual machine (VM) technology.
2026-05-29
dig.watch 2026-05-29 Digital Watch Observatory
Home | Updates | European Commission prepares Chips Act 2.0 to boost semiconductor resilience Leading-edge semiconductors are central to the initiative, with applications across defence, AI, automotive systems and high-performance computing. The European Commission is preparing a Chips Act 2.0 aimed at strengthening Europe’s semiconductor resilience, reducing strategic dependencies, and supporti
2026-05-29
www.insidermonkey.com 2026-05-29 Insider Monkey
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2026-05-29
www.scmp.com 2026-05-29 South China Morning Post
SCMP Highlights China China doubts Musk’s Starship future; ex-TSMC chip prodigy returns: SCMP’s 7 highlights From Taiwan actress facing backlash to Hong Kong principal resigning over school trip row, here are highlights from SCMP’s recent reporting 2-MIN READ 0 Listen Make SCMP preferred on Google SCMP Published: 12:34pm, 29 May 2026 We have selected seven stories from this week’s news across Ho
2026-05-29
www.scmp.com 2026-05-29 South China Morning Post
SCMP Highlights China China doubts Musk’s Starship future; ex-TSMC chip prodigy returns: SCMP’s 7 highlights From Taiwan actress facing backlash to Hong Kong principal resigning over school trip row, here are highlights from SCMP’s recent reporting 2-MIN READ 0 Listen SCMP Published: 12:34pm, 29 May 2026 We have selected seven stories from this week’s news across Hong Kong, mainland China, the w