Semiconductor News & Analysis Feed
521 articles
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Market Scale: Social media commentary has focused on NVIDIA surpassing the total market capitalization of every listed company in Taiwan and India combined. Observers note this reflects the company's dominant position in artificial intelligence infrastructure. The scale continues to draw attention amid broader sector comparisons.
Earnings Outlook: Discussions ahead of the upcoming report highligh
2026-05-26
247wallst.com
2026-05-26
24/7 Wall St.
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
www.channelnewsasia.com
2026-05-26
CNA
Business
'Lazy' narrative to connect AI to job cuts, says Nvidia boss Jensen Huang
"If you don't engage the technology of your time, you'll just simply be left behind," Mr Huang told CNA's Victoria Jen in a wide-ranging interview.
Nvidia CEO Jensen Huang prior to a state dinner with President Donald Trump and Chinese President Xi Jinping at the Great Hall of the People on May 14, 2026, in Beiji
2026-05-26
digitimes.com
2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
digitimes.com
2026-05-26
Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties with Taiwanese partners ahead of Computex 2026.
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Nidia Corp announced yesterday that CEO Jensen Huang (黃仁勳) will attend an employee meeting in Taipei tomorrow to celebrate the launch of the company’s Taiwan headquarters project.
Huang will personally attend a gathering at the site of Nvidia’s planned headquarters in Beitou Shilin Technology Park (北投士林科技園區), the company said in a statement.
After arriving in Taiwan on Saturday last week, Huang
2026-05-25
focustaiwan.tw
2026-05-25
Focus Taiwan
Taipei, May 25 (CNA) Nvidia Corp. announced Monday that CEO Jensen Huang (黃仁勳) will attend an employee meeting in Taipei on Wednesday to celebrate the launch of the company's Taiwan headquarters project.
Huang will personally attend a gathering at the site of Nvidia's planned headquarters in Beitou Shilin Technology Park, the company said in a brief statement.
After arriving in Taiwan last Satur
2026-05-25
www.businessinsider.com
2026-05-25
Business Insider
Nvidia CEO Jensen Huang criticized CEOs who blamed artificial intelligence for layoffs, calling the narrative "lazy."
"I think the narrative that connects AI to job loss for many of the CEOs that are doing it, it is just too lazy," Huang told Singapore broadcaster Channel NewsAsia in an interview on Monday.
"AI has just arrived.
How is it possible they're already losing jobs?" he asked.
Huang
2026-05-25
manufacturing.economictimes.indiatimes.com
2026-05-25
ET Manufacturing
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2026-05-25
www.tradingview.com
2026-05-25
TradingView
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2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
Nvidia $200B CPU Market Forecast Includes China, Huang Says
Rendy Andriyanto
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Vera Rubin Roadmap
China Market Hurdles
Sources
Gotrade News - Nvidia confirmed its $200 billion CPU market forecast includes China, CEO Jensen Huang told reporters in Taipei. The chipmaker's H200 processor has been licensed for
2026-05-25
news.az
2026-05-25
Latest news from Azerbaijan
Nvidia CEO Jensen Huang confirmed that his $200 billion market forecast for central processing units (CPUs) includes China, signaling that the tech giant still anticipates massive long-term demand despite intense U.S.-China trade friction.
Speaking in Taipei, Huang emphasized that the Chinese market remains vital for Nvidia, which is currently seeking approval from Beijing to sell its licensed H2
2026-05-25
timesofindia.indiatimes.com
2026-05-25
The Times of India
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2026-05-25
digitimes.com
2026-05-25
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.