Semiconductor News & Analysis Feed
223 articles
2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
Industrial Software Leaders Build Secure, Autonomous AI Engineers With NVIDIA NemoClaw
Showcased at GTC Taipei at COMPUTEX, autonomous AI engineers compress weeks of simulation work into just hours.
June 2, 2026 by Timothy Costa
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Accelerated computing has revolutionized industrial engineering, compressing simulation times from weeks to hours.
Today’s remaining challenges sit in the end
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
2026-06-03
news.google.com
2026-06-03
NVIDIA Developer
2026-06-02
www.investing.com
2026-06-02
Investing.com
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2026-06-02
www.globenewswire.com
2026-06-02
GlobeNewswire
CAMBRIDGE, Mass., June 02, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) is collaborating with NVIDIA to bring an advanced security architecture into AI factories — the foundation of the agentic era.
“The Akamai Guardicore enterprise security platform and NVIDIA Vera BlueField-4 STX brings a Zero Trust layer directly into the infrastructure fabric, helping…”
“AI factories are becoming critical a
2026-06-02
blogs.cisco.com
2026-06-02
Cisco Blogs
June 2, 2026
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Artificial Intelligence - AI
AI Security Everywhere: Cisco AI Defense on NVIDIA Accelerated Computing
2 min read
Sriram Sagi
Enterprises don’t get to choose one cloud, one GPU, or one deployment model for AI. They’re running inference across the full NVIDIA accelerated computing family — from production clusters to proof-of-value labs and everything in between. They
2026-06-02
www.marketbeat.com
2026-06-02
MarketBeat
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2026-06-02
www.thestreet.com
2026-06-02
thestreet.com
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2026-06-02
tomshardware.com
2026-06-02
Andrew E. Freedman
Anthropic, the AI company that makes Claude, confidentially filed to go public with the U.S. Securities and Exchange Commission.
2026-06-01
news.google.com
2026-06-01
Industrial Cyber
2026-06-01
www.blocksandfiles.com
2026-06-01
Blocks & Files
AI/ML
Nvidia supercharges BlueField 4 with AI agent security SW running on its silicon
Chris Mellor
BLOCKS & FILES EDITOR
Published Mon 1 Jun 2026 // 12:09 UTC
Nvidia’s Vera BlueField-4 STX protects AI Agents, context memory and file-based data access directly in silicon.
The BlueField-4 STX DPU has DOCA security capabilities to provide zero-trust file access, agent behavior visibility and netw
2026-06-01
www.eletimes.ai
2026-06-01
ELE Times
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2026-06-01
www.marketbeat.com
2026-06-01
MarketBeat
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2026-06-01
www.helpnetsecurity.com
2026-06-01
Help Net Security
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2026-06-01
uk.finance.yahoo.com
2026-06-01
Yahoo Finance UK
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2026-06-01
wmbdradio.com
2026-06-01
1470 & 100.3 WMBD
SEOUL, June 1 (Reuters) – Shares in Samsung Electronics, LG Electronics and other South Korean tech firms rallied on Monday, as expected meetings between Nvidia CEO Jensen Huang and Korean executives boosted hopes of tie-ups in AI and robotics.
Chipmaker Samsung Electronics was also buoyed by data that South Korea’s semiconductor exports surged to a record high in June on the AI boom, helping t
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
2026-06-01
biz.chosun.com
2026-06-01
Chosunbiz
By
Kwon Woo-seok
Published 2026.06.01. 16:25
SK Securities said on the 1st that the semiconductor upcycle will last and raised its target prices for Samsung Electronics and SK hynix to 6.1 million won and 4 million won, respectively. As of the day's close, Samsung Electronics and SK hynix ended at 349,000 won and 2,363,000 won, respectively.
Earlier, on Apr. 8, SK Securities set target prices f
2026-06-01
siliconangle.com
2026-06-01
SiliconANGLE
Not content with just providing the infrastructure for the next generation of artificial intelligence agents, Nvidia Corp. is also providing the tools for developers to build them.
At Nvidia GTC Taipei 2026, concurrent with the Computex conference, the company unveiled the latest iteration of its Agent Toolkit. It’s a comprehensive suite of software, open-source models and blueprints for building