Semiconductor News & Analysis Feed
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.neowin.net
2026-05-31
Neowin
Earlier this week Microsoft teased that a "new era of PC" was going to be upon us very soon. The company quickly ended any speculation regarding a possible next gen OS like "Windows 12" though we soon started to get an idea of what it was when Nvidia also put up the same teaser post on its social media handles.
Following this, we began getting more concrete evidence of new Windows on Arm laptops
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
2026-05-31
news.google.com
2026-05-31
MarketBeat
2026-05-31
en.bloomingbit.io
2026-05-31
bloomingbit
Nvidia Challenges Laptop Chip Market for First Time in 11 Years
Published 3:29 AM May 31, 2026
Source
Korea Economic Daily
Summary
About STAT AI
Nvidia said it will unveil a new AI PC as it reenters the laptop chip market for the first time in 11 years.
The company will launch a new system-on-chip (SoC)-based product combining a CPU, GPU and NPU for Windows laptops including Microsoft Surface de
2026-05-31
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
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2026-05-31
www.aol.com
2026-05-31
AOL.com
Could Nvidia Reach Another All-Time High? Analysts Are Watching One Key Number
KEITH NOONAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 6:05 PM GMT+8
0
Key Points
Nvidia recorded a gross margin of 75% last quarter -- an incredible level for a hardware-focused business.
Demand for the company's AI processors has allowed it to command stellar pricing power.
The chipmaker is facing more competition, but
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) has been one of the stock market's biggest winners over the last five years. The company's share price has rocketed roughly 1,280% higher over the stretch, delivering potentially life-changing returns for patient shareholders.
Thanks to those incredible gains, Nvidia now has a market capitalization of roughly $5.18 trillion and stands as the world's most valuable company by
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
2026-05-31
wccftech.com
2026-05-31
Wccftech
Samsung looked more than determined to carve its own path and reduce reliance on Qualcomm when it was reported that the Exynos 2700 would be found in 50 percent of all Galaxy S27 shipments. However, a tipster states that this may not be possible because there’s one major difference between Samsung’s and Qualcomm’s strategies, which we’ve discussed at length below.
TSMC’s 2nm N2P architecture is s