Semiconductor News & Analysis Feed
223 articles
2026-06-04
www.indexbox.io
2026-06-04
IndexBox
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2026-06-04
www.ft.com
2026-06-04
Financial Times
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2026-06-04
news.google.com
2026-06-04
Financial Times
2026-06-03
www.prnewswire.com
2026-06-03
PR Newswire
ASRock Rack Unveils Next-Generation AI Infrastructure Powered by NVIDIA Vera CPU at COMPUTEX 2026 USA - English
NEWS PROVIDED BY
ASRock Rack Inc.
Jun 02, 2026, 23:11 ET
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TAIPEI, June 2, 2026 /PRNewswire/ -- ASRock Rack Inc., a leading innovative server company, today announced its latest portfolio of AI-native infrastructure designed for the era of agentic AI. Showcasi
2026-06-03
tomshardware.com
2026-06-03
Zhiye Liu
Reputable Intel hardware leaker Jaykihn reveals new information about Intel's next-generation LGA1954 socket.
2026-06-03
www.forbes.com
2026-06-03
Forbes
MONEY
INVESTING
Nvidia’s Vera CPU Signals A Bigger Threat To Intel And AMD
ByJon Markman,
Contributor.
Analyzing tech stocks through the prism of cultural change.
Follow Author
Jun 02, 2026, 12:26pm EDTJun 02, 2026, 01:27pm EDT
0
Summary
Nvidia's recent chip announcements in Taipei are poised to fundamentally reshape AI server economics, impacting Intel and AMD significantly. While the RTX Sp
2026-06-02
www.extremetech.com
2026-06-02
extremetech.com
Nvidia announced its new RTX Spark platform at Computex 2026, targeting the desktop and mobile CPU market in a big way. Set to compete directly with Intel and AMD in a similar manner to Qualcomm's X range of SoCs, the new chip combines 20 ARM CPU cores with 6,144 Blackwell CUDA cores for what could be a potent combination—though questions remain about compatibility and emulation.
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
kfgo.com
2026-06-02
The Mighty 790 KFGO
By Wen-Yee Lee and Max A. Cherney
TAIPEI, June 2 (Reuters) – Nvidia CEO Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth in central processing units (CPUs) and graphics processing units (GPUs) as it rides an AI boom.
The company, considered a barometer for the AI market’s health as its semiconductors are used in virtually every major data center in the wo
2026-06-02
www.reuters.com
2026-06-02
Reuters
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2026-06-02
techcrunch.com
2026-06-02
TechCrunch
Nvidia opened Taipei’s enormous Computex trade show on Sunday with a spark, literally. The chipmaker unveiled a new PC CPU called the RTX Spark, which it dubbed a “superchip,” and named a who’s who list of PC makers that will soon deliver AI PCs powered by it.
The super-fast, 1-petaflop chip is designed to run AI agents like OpenClaw or Hermes Agent securely, according to Nvidia. Such RTX Spark W
2026-06-02
tomshardware.com
2026-06-02
Aaron Klotz
Noctua has entered the thermal pad market in partnership with thermal pad maker Carbice, featuring the new NT-CP1 designed for AM5 and AM4 Ryzen CPUs.
2026-06-01
arstechnica.com
2026-06-01
Ars Technica
SPARKS FLYING
Nvidia RTX Spark comes to Windows PCs with Arm CPU, RTX GPU, and unified memory
Nvidia’s new chips will power laptop workstations and mini desktop PCs at first.
ANDREW CUNNINGHAM – 2026年6月1日 22:47 | 92
A high-concept render of Nvidia's new RTX Spark system-on-a-chip. Credit: Nvidia
These days, Nvidia primarily sells AI data center products, and its traditional consumer devices fe
2026-06-01
qz.com
2026-06-01
qz.com
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2026-06-01
tomshardware.com
2026-06-01
Anton Shilov
Supermicro demonstrates upcoming servers based on AMD’s EPYC ‘Venice’ CPUs, MI450 accelerators, and Nvidia’s Vera Rubin-based solutions.
2026-06-01
www.constellationr.com
2026-06-01
Constellation Research
Nvidia's Vera CPU, DGX Station, Windows PCs all go to the same place: AI agents running locally
PUBLISHED JUNE 1, 2026
Nvidia CEO Jensen Huang's keynote at Computex featured Nvidia RTX Spark, DGX Station for Windows, a parade of PCs, the debut of the Vera CPU, a processor that could spread Nvidia's reach further.
After years of hearing GPUs are everything, the idea that Nvidia is so CPU-happy is
2026-06-01
technave.com
2026-06-01
TechNave
NVIDIA and Microsoft have officially announced the NVIDIA RTX Spark which combines NVIDIA’s latest GPUs into a single ARM-based chipset for a Windows 11 system. It’s basically taking what Qualcomm and Apple are doing with their ARM chipsets and taking it to another level. Unfortunately, it probably won’t be cheap with estimates going for tens of thousands of ringgit.
Home | Mobile Phone | iPad &
2026-06-01
technave.com
2026-06-01
TechNave
NVIDIA and Microsoft have officially announced the NVIDIA RTX Spark which combines NVIDIA’s latest GPUs into a single ARM-based chipset for a Windows 11 system. It’s basically taking what Qualcomm and Apple are doing with their ARM chipsets and taking it to another level. Unfortunately, it probably won’t be cheap with estimates going for tens of thousands of ringgit.
Who is it for? What about
2026-06-01
tomshardware.com
2026-06-01
Paul Alcorn
We've learned a few new details of the Snapdragon C platform at Computex 2026 by opening up a few Windows utilities on a demo unit.
2026-06-01
seekingalpha.com
2026-06-01
Seeking Alpha
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