Semiconductor News & Analysis Feed
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2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
Semiconductors
TechTech Trends
Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia
4-MIN READ
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Ann Caoin Shanghai
Published: 10:00am, 1 Jun 2026
Under the weight of sustained US export controls on advanced semiconductors, China’s AI chipmak
2026-06-01
www.tweaktown.com
2026-06-01
TweakTown
NVIDIA CEO Jensen Huang keynote live news blog from GTC Taipei 2026
LIVE COVERAGE Follow our live news blog coverage of NVIDIA CEO Jensen Huang's Taipei keynote, with the latest updates on AI, GPUs, accelerated computing, and more.
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NVIDIA CEO Jensen Huang is taking the stage at the Taipei Music Center in one hour for a major keynote
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, the U.S. Department of Commerce has intensified efforts to prevent companies from exporting advanced chips, such as Nvidia's NVDA -0.74%
96
Blackwell processors, to overseas subsidiaries of Chinese firms. Industry insiders report that the volume of chips exported to Chinese AI companies' foreign subsidiaries could reach hundreds of thousands. The Bureau of Industry and Security
2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
news.google.com
2026-06-01
EE Times India
2026-06-01
www.moomoo.com
2026-06-01
Moomoo
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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.fool.com
2026-06-01
The Motley Fool
COMPUTEX 2026 is set to run from Tuesday, June 2, to Friday, June 5, local time at the Taipei Nangang Exhibition Center in Taipei, Taiwan. (The dates generally correspond to June 1 to June 4 in the United States, with Eastern time lagging Taipei time by 12 hours.)
COMPUTEX is one of the world's largest annual trade shows focused on technology and computer hardware. Global industry giants unveil a
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
News
By Jason England last updated 4 minutes ago
Join the conversation
(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
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
letsdatascience.com
2026-06-01
Let's Data Science
POLICY & REGULATION
export controls
nvidia
semiconductors
china
U.S. Tightens Controls on Nvidia AI Chip Exports
8 sources
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June 1, 2026
8.2
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Photo: michaelwest.com.au · rights & takedowns
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The U.S. Department of Commerce posted weekend guidance clarifying that export license requirements for advanced AI semiconductors apply to entities headquartered in China eve
2026-06-01
www.tradingview.com
2026-06-01
TradingView
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2026-06-01
www.tradingview.com
2026-06-01
TradingView
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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.pcmag.com
2026-06-01
PCMag
TAIPEI–The first day at Computex in Taipei, I had a few must-see targets. One of them was almost certainly the humblest mainstream laptop we’ll see at the show: the first laptop powered by Qualcomm’s brand-new Snapdragon C platform.
This machine, Acer's Aspire Go 15 (AG15-Q31P), was on display at an invite-only showcase on Sunday, and shrouded in a little bit of mystery. Our PR reps told us that
2026-06-01
uk.pcmag.com
2026-06-01
PCMag UK
TAIPEI–The first day at Computex in Taipei, I had a few must-see targets. One of them was almost certainly the humblest mainstream laptop we’ll see at the show: the first laptop powered by Qualcomm’s brand-new Snapdragon C platform.
This machine, Acer's Aspire Go 15 (AG15-Q31P), was on display at an invite-only showcase on Sunday, and shrouded in a little bit of mystery. Our PR reps told us that
2026-06-01
www.pcmag.com
2026-06-01
PCMag Middle East
TAIPEI–The first day at Computex in Taipei, I had a few must-see targets. One of them was almost certainly the humblest mainstream laptop we’ll see at the show: the first laptop powered by Qualcomm’s brand-new Snapdragon C platform.
This machine, Acer's Aspire Go 15 (AG15-Q31P), was on display at an invite-only showcase on Sunday, and shrouded in a little bit of mystery. Our PR reps told us that
2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
www.fxempire.com
2026-06-01
FXEmpire
Nikkei 225 gained 3.27% last week on solid demand for technology and AI stocks. This move was clear indication of buying activity among Japanese stocks. The rally was led by technology stocks. Samsung Electronics rose by over 5% after the company began to ship samples of its newest high bandwidth memory chips to customers worldwide.
This news supported the larger theme of Asian AI and semiconduct