Semiconductor News & Analysis Feed

638 articles
2026-05-30
www.theglobeandmail.com 2026-05-30 The Globe and Mail
In a report released today, Matthew Prisco from Cantor Fitzgerald reiterated a Hold rating on Texas Instruments, with a price target of $300.00. Prisco covers the Technology sector, focusing on stocks such as Onto Innovation, Texas Instruments, and NXP Semiconductors. According to TipRanks, Prisco has an average return of 47.4% and an 82.22% success rate on recommended stocks. In addition to Can
2026-05-30
www.theglobeandmail.com 2026-05-30 The Globe and Mail
In a report released today, Matthew Prisco from Cantor Fitzgerald reiterated a Hold rating on Texas Instruments, with a price target of $300.00. Prisco covers the Technology sector, focusing on stocks such as Onto Innovation, Texas Instruments, and NXP Semiconductors. According to TipRanks, Prisco has an average return of 47.4% and an 82.22% success rate on recommended stocks. In addition to Can
2026-05-30
seekingalpha.com 2026-05-30 Seeking Alpha
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2026-05-30
www.etf.com 2026-05-30 ETF.com
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2026-05-30
digitimes.com 2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com 2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-30
digitimes.com 2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com 2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
digitimes.com 2026-05-30
Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin panel applications.
2026-05-30
simplywall.st 2026-05-30 simplywall.st
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2026-05-30
www.upi.com 2026-05-30 upi.com
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2026-05-30
www.tweaktown.com 2026-05-30 TweakTown
NVIDIA and Microsoft tease 'a new era of PC' ahead of Computex, and it's hard not to link this to the fabled N1X chip N1X sightings have been piling up for months, and with Windows 12 ruled out, the new era of PC is almost certainly NVIDIA chips and new Surface hardware. Hassam Nasir Tech Reporter Published May 29, 2026 4:50 PM CDT 2 minutes & 15 seconds read time TL;DR: NVIDIA and Microsoft tease
2026-05-30
www.techpowerup.com 2026-05-30 TechPowerUp
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2026-05-30
www.tomshardware.com 2026-05-30 Tom's Hardware
Laptops Nvidia and Microsoft tease "a new era of PC" ahead of Computex 2026 — coordinated social media posts could indicate that rumored N1X laptops will be Windows on Arm systems News By Jeffrey Kampman published 8 hours ago An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+. (Image credit: Nvidia) Share this article 19 Join the conversation Follow u
2026-05-30
tomshardware.com 2026-05-30 Jeffrey Kampman
An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+.
2026-05-30
news.google.com 2026-05-30 PCMag
2026-05-30
overclock3d.net 2026-05-30 OC3D
Published: May 29, 2026 | Source: Nvidia | Author: Mark Campbell Nvidia teases “a new era of PC” ahead of Computex Nvidia GeForce promises “A New Era of PC” Nvidia GeForce has posted a cryptic message on Twitter/X, promising “A new era of PC” and a strange set of numbers (25.0528, 121.5990). I know what you are all thinking: “The number Mason, what do they mean?” (Old reference…) We have the ans
2026-05-30
www.windowscentral.com 2026-05-30 Windows Central
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2026-05-30
www.tradingview.com 2026-05-30 TradingView
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2026-05-30
www.theglobeandmail.com 2026-05-30 The Globe and Mail
Key Points Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance. Qualcomm could unveil more design wins for its AI chips next month. Qualcomm's attractive valuation is another reason to buy the stock right away. 10 stocks we like better than Qualcomm › Intel stock has turned in a stellar performance on the market over the past y