Semiconductor News & Analysis Feed
1812 articles
2026-06-01
www.eqs-news.com
2026-06-01
EQS News
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2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
Infineons, Record
Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory
01.06.2026 - 07:42:17 | boerse-global.de
Infineon shares hit €81.81, up 113.6% in 2026, driven by NVIDIA AI factory partnership, GaN patent win, and raised revenue forecast above €16 billion.
Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory -
2026-06-01
www.axios.com
2026-06-01
Axios
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Nvidia unveiled Cosmos 3, an open AI world model designed to help robots, auton
2026-06-01
seekingalpha.com
2026-06-01
Seeking Alpha
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2026-06-01
www.nvidia.com
2026-06-01
NVIDIA
Visit your regional NVIDIA website for local content, pricing, and where to buy partners specific to your country.
Build AI factories optimized for lowest cost tokens per megawatt
AI-enhanced voice and video for next-level streams, videos, and calls
Architecture for data centers that transform data into intelligence
Build AI factories optimized for lowest cost tokens per megawatt
Leading plat
2026-06-01
blogs.windows.com
2026-06-01
Windows Blog
May 31, 2026
Introducing a powerful new chapter for Windows PCs, accelerated by NVIDIA RTX Spark
By
Pavan Davuluri, Executive Vice President, Windows + Devices
Today at NVIDIA GTC, Microsoft and NVIDIA announced the world’s most powerful and efficient thin-and-light Windows PCs ever. Accelerated by NVIDIA RTX Spark, these new PCs unlock incredible momentum for developers, creators and power users
2026-06-01
www.prnewswire.com
2026-06-01
PR Newswire
IREN and BE Networks Accelerate Deployment of Large-Scale AI Factory with NVIDIA DSX Air
NEWS PROVIDED BY
BE Networks
Jun 01, 2026, 00:01 ET
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High fidelity simulation environment will help validate large NVIDIA GPU AI infrastructure before physical deployment
NEW YORK, June 1, 2026 /PRNewswire/ -- BE Networks, a leading provider of networking and observability software
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
Infineon’s, Restructuring
Infineon’s Restructuring and GaN Patent Battle Are the Unseen Engines of a Record Share Run
01.06.2026 - 05:31:33 | boerse-global.de
Infineon shares surge 113% YTD as corporate reorganization into AI-focused segments and a patent victory over Chinese rival Innoscience in gallium nitride technology drive investor optimism.
Infineon’s Restructuring and GaN Patent Battle A
2026-06-01
www.digitimes.com
2026-06-01
digitimes
MediaTek held a pre-Computex 2026 media event in Taipei, Taiwan, on May 29, after which president and COO Joe Chen and CFO and co-COO David Ku spoke with reporters. Ku shared his views on supply chain capacity planning as well as a range of capital...
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2026-06-01
tomshardware.com
2026-06-01
Jake Roach
Intel is putting its 18A node into the data center with new Xeon 6+ Clearwater Forest CPUs, which pack up to 288 E-cores for dense compute.
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
Billion, Forecast
A €4.1 Billion Q3 Forecast and a GaN Patent Ban: Why Infineon’s Rally Is Both a Triumph and a Tightrope
01.06.2026 - 03:20:50 | boerse-global.de
Infineon shares surge 113% YTD, hitting a record €81.81, as analysts diverge on valuation. Strong AI data center demand and raised guidance support bullish outlook, but one analyst downgrades to sell.
A €4.1 Billion Q3 Forecast and a G
2026-06-01
www.digitaltoday.co.kr
2026-06-01
디지털투데이
AI & Enterprise
Nvidia H200 GPU rental rates fall 40 percent in three weeks, raising questions over AI chip scarcity
AI Summary
Nvidia's H200 GPU rental prices have fallen about 40 percent over the past three weeks, a move seen as a possible sign that years-long GPU shortages are easing. The decline is linked to demand shifting to Nvidia's newer Blackwell series, while supply of older Hopper chip
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.semiaccurate.com
2026-06-01
Semiaccurate
Nvidia Finally ‘Launches’ N1X/GB10 At Computex
Computex 2026: The hype hides the problems
May 31, 2026 by Charlie Demerjian
Nvidia is launching the GB10/N1X today along with a few other goodies. The hype is already thick but SemiAccurate has the real story.
As you know, SemiAccurate has been chronicling this program for well over a year now. We told you about the display controller woes, the f
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 16:53 PM EDT
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A semiconductor wafer sample is displayed during the Semicon Taiwan exhibition in Taipei on September 10, 2025. I-HWA CHENG / AFP/GETTY IMAGES
Two picks-and-shovels beneficiaries of the AI infrastructure buildout — optical components maker Lume
2026-06-01
www.newelectronics.co.uk
2026-06-01
New Electronics
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01 Jun 2026
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