Semiconductor News & Analysis Feed
34 articles
2026-06-03
gizmodo.com
2026-06-03
Gizmodo
Two years ago, Qualcomm and Microsoft stood onstage and announced that the next generation of PCs, called Copilot+, would change everything about personal computing. It didn’t.
Fast-forward to 2026. Nvidia and Microsoft have now announced a similar line of ARM-based RTX Spark PCs in another attempt to push the agentic lifestyle. You’ll once again be forced to reckon with it, with or without these
2026-05-31
the-decoder.com
2026-05-31
the-decoder.com
AI in practice
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Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Copilot
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
May 30, 2026
Nvidia is entering the PC market. According to Axios, the first Windows computers running Nvidia chips as their main processor will be unveiled next
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
tomshardware.com
2026-05-30
Jeffrey Kampman
An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+.
2026-05-28
www.tomshardware.com
2026-05-28
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Chinese university builds 3D chip design tool tailored to Huawei's ‘LogicFolding’ architecture — 3D design delivers increased performance and better thermal management
News
By Luke James published 20 minutes ago
China now has a prototype tool designed for vertical circuit stacking.
(Image credit: Getty Images)
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2026-05-28
tomshardware.com
2026-05-28
Luke James
The announcement came two days after Huawei presented LogicFolding and its accompanying Tau Scaling Law at ISCAS 2026.
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adva
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
12
2
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adv
2026-05-26
tynmagazine.com
2026-05-26
TyN Magazine
tynmagazine.com
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2026-05-26
www.mobileworldlive.com
2026-05-26
Mobile World Live
GREATER CHINA
HUAWEI
May 26, 2026
Huawei details fresh chip design philosophy
By Chris Donkin
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The president of Huawei’s semiconductors business department He Tingbo outlined a design methodology set to be used in its upcoming Kirin chips, an approach she backed to provide the means for it to continue to deliver cutting-edge silicon for mobile devices.
In a speech delivered at the 2026 IEE
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-15
www.innovationnewsnetwork.com
2026-05-15
Innovation News Network
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2026-05-10
www.marketbeat.com
2026-05-10
MarketBeat
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2026-05-05
www.igorslab.de
2026-05-05
igor´sLAB