Semiconductor News & Analysis Feed
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2026-06-01
www.tomsguide.com
2026-06-01
Tom's Guide
Computing
Nvidia LIVE at Computex 2026 — 'a new era of pc,' as rumored N1X chip set to be announced
Join us for all the latest on the future of computing
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By Jason England last updated 4 minutes ago
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(Image credit: © Shutterstock)
Welcome to Computex 2026 — easily set to be one of the most important computing shows of the last decade, and it's all starting with what m
2026-06-01
english.cw.com.tw
2026-06-01
天下雜誌
Exclusive: Why Cooling Problems Threaten Nvidia’s Most Important AI Launch Yet
Source：TechTaiwan
Taiwan's stock market euphoria over Nvidia's next-generation VR200 rack platform has sent obscure substrate and laminate makers soaring sixfold in a year, briefly lifting the island's total market cap past India's. But behind the spectacle of Jensen Huang touring Taipei night markets, a quieter story
2026-06-01
www.tomshardware.com
2026-06-01
Tom's Hardware
Tech Industry
Watch Nvidia's Computex 2026 keynote here — Jensen Huang takes the stage for Computex and GTC Taipei at 8pm PT / 11pm ET on May 31
News
By Jake Roach published 39 minutes ago
CEO Jensen Huang will talk about "a new era of PC" during the keynote.
(Image credit: Nvidia)
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2026-06-01
tomshardware.com
2026-06-01
Jake Roach
Nvidia CEO Jensen Huang is set to take the stage at Computex 2026 and GTC Taipei. Here's how to watch the keynote address, where we could hear more about the rumored N1X.
2026-06-01
wccftech.com
2026-06-01
Wccftech
NVIDIA's GTC Taipei 2026 keynote is just a few hours away, and CEO Jensen Huang will be presenting the latest, including a brand new platform for PCs.
Well, the day is finally here, and in just a few hours, NVIDIA will be hosting its annual GTC Taipei event in Taiwan, where the company is expected to unveil brand new technologies and a big surprise for the PC segment.
In what is arguably the big
2026-06-01
sg.finance.yahoo.com
2026-06-01
Yahoo Finance Singapore
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2026-06-01
www.servethehome.com
2026-06-01
ServeTheHome
AINews
NVIDIA Computex 2026 Keynote Live Coverage
By Ryan Smith -
May 31, 2026
0
NVIDIA Computex 2026 Venue
Kicking off today is the annual Computex tradeshow in Taiwan. Home to countless system and device manufacturers, Computex is a cornucopia of consumer electronics, and these days is also the biggest PC-centric show of the year. And even though it takes place in June, barely half-way through
2026-05-31
news.google.com
2026-05-31
XDA
2026-05-31
www.indexbox.io
2026-05-31
IndexBox
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Malaysia's National Semiconductor Strategy (NSS) is opening new avenues for U.S. firms, according to a market intelligence report from the U.S. International Trade Administration.
The strategy, launched in 2024 and reinforced through 2025–2026 with additional policies and budget support, aims t
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to
2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu