Semiconductor News & Analysis Feed
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2026-05-27
www.quiverquant.com
2026-05-27
Quiver Quantitative
NVIDIA Earnings Rotation: Social media participants noted a clear shift toward AMD shares after NVIDIA's latest results, with analysts pointing to accelerating growth rates near 50 percent in key segments.
Computex Momentum: Discussions centered on Lisa Su's upcoming appearance at the event, which investors linked to potential CPU market gains and broader semiconductor strength amid memory supply
2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
www.manilatimes.net
2026-05-27
The Manila Times
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Santa Clara, CA and Willich/Nuremberg, Germany, May 26, 2026 (GLOBE NEWSWIRE) --
2026-05-27
www.advancedmanufacturing.org
2026-05-27
Advanced Manufacturing
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2026-05-27
www.taiwannews.com.tw
2026-05-27
Taiwan News
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2026-05-27
ca.finance.yahoo.com
2026-05-27
Yahoo! Finance Canada
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2026-05-27
qz.com
2026-05-27
qz.com
A.I.
Qualcomm is landing ByteDance as a customer for its new AI data center chips
ByteDance is set to procure millions of Qualcomm ASICs to support its AI agent software, marking a major push into AI infrastructure
By
Cris Tolomia
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Qualcomm $QCOM +5.08%
2026-05-27
www.tomshardware.com
2026-05-27
Tom's Hardware
PC Components GPUs
Nvidia is finally ditching its iconic Control Panel after 20 years — new driver updates only ship in the Nvidia App
News
By Aaron Klotz published 1 hour ago
The Nvidia Control Panel will no longer have features added to it, but it will still be available for download from the Microsoft Store.
(Image credit: Nvidia)
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon’s, High
Infineon’s €77.93 High Met by a Sell Call as Dresden and GaN Patents Fuel the Next Leg
26.05.2026 - 18:31:56 | boerse-global.de
Infineon stock surges 129% to record €77.93, but analyst downgrades to sell on overbought signals; €5B Dresden plant and GaN patent win support outlook.
Infineon’s €77.93 High Met by a Sell Call as Dresden and GaN Patents Fuel the Next Leg - Foto: über
2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
tomshardware.com
2026-05-27
Ben Stockton
Updated daily, this list shows the lowest US prices on major SSD models.
2026-05-27
www.pcgamer.com
2026-05-27
PC Gamer
Hardware Processors
Nvidia's first in-house CPU benchmarked, beats x86 and ARM chips alike but only in Nvidia-sanctioned tests
News
By Jeremy Laird published 6 hours ago
But when might we see such CPU cores in a PC?
(Image credit: Nvidia)
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The first true Nvidia CPU
2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Some Chinese AI industry leaders must get the green light from Beijing before they can take that international vacation.
2026-05-27
tomshardware.com
2026-05-27
Hassam Nasir
The Arc G3 series would compete directly against AMD's Ryzen Z2 platform.
2026-05-27
www.taipeitimes.com
2026-05-27
Taipei Times
This year’s Computex Taipei trade show will feature keynote addresses by the CEOs of Qualcomm Inc, Intel Corp, Marvell Technology Inc and NXP Semiconductors NV, the event’s organizer said yesterday.
The event will also host four “heavyweight forums” on robotics, automation and physical artificial intelligence (AI) featuring senior executives from ABB Ltd, Nvidia Corp, Qualcomm and NXP, Taiwan Ext
2026-05-27
www.01net.it
2026-05-27
01net
www.01net.it
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2026-05-26
sherwood.news
2026-05-26
Sherwood News
Luke Kawa
23M
Qualcomm spikes after report that it’s selling “millions” of AI chips to TikTok owner ByteDance
QualcommQCOM $250.06 (5.00%) is spiking after a Bloomberg report that the chip company is poised to sell “millions” of AI chips to TikTok owner ByteDance.
The report, citing people familiar with the matter, said these custom processors would be used to “support the social media company’s
2026-05-26
www.thurrott.com
2026-05-26
Thurrott.com
Discord is now available as a native app on Qualcomm-powered PCs. As spotted by Neowin, an ARM64 installer is now available from Discord’s website as an alternative to the x86 version.
The company has yet to communicate the public release of this new ARM64 version, which was said to be in the early stages of development last year. Discord could already run through emulation on Windows on ARM, but
2026-05-26
www.chosun.com
2026-05-26
조선일보
By Seongmin K
Published 2026.05.27. 00:34
Concept diagram of SK Hynix's iHBM technology. ICE, a thermal control element, serves as a passage for heat dissipation. /SK Hynix
SK Hynix unveiled on the 26th its "iHBM" technology, which significantly reduces heat generation in high-bandwidth memory (HBM) used in AI accelerators.
As demand for AI computations rises, the workload of HBM mounted on AI
2026-05-26
tomshardware.com
2026-05-26
Zak Killian
AMD has been accused of 'bait-and-switch' tactics following changes to the licensing of Vivado on Linux.