Semiconductor News & Analysis Feed
850 articles
2026-06-02
www.techtimes.com
2026-06-02
Tech Times
By Adrian Parham
Published: Jun 01 2026, 13:50 PM EDT
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NVIDIA.COM
Nvidia crashed the Windows PC processor party Intel and AMD have jointly hosted for four decades on Monday, as CEO Jensen Huang used his Computex 2026 keynote in Taipei to unveil the company's first dedicated PC processor. The RT
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-01
www.proactiveinvestors.com
2026-06-01
Proactive financial news
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2026-06-01
ca.finance.yahoo.com
2026-06-01
Yahoo! Finance Canada
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2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg
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2026-06-01
www.businessinsider.com
2026-06-01
Business Insider
Nvidia kicked off the month with a major announcement of a new frontier for its business
Nvidia's reveal of the RTX Spark at the Computex conference in Taipei sent shares of incumbent PC hardware makers tumbling.
AMD and Intel dropped 3% and 4%, respectively, while Qualcomm, another maker of PC chips, fell 6%. Nvidia jumped 4%.
"Running agents securely and privately requires hardware that's up
2026-06-01
letsdatascience.com
2026-06-01
Let's Data Science
INFRASTRUCTURE
intel
crescent island
ai inference
lpddr5
Intel plans Crescent Island AI GPU launch
3 sources
|
June 1, 2026
7.2
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
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According to the Financial Times, Intel plans to start shipping its new "Crescent Island" AI inference GPU in limited quantities by the end of 2026, after an 18-month development proce
2026-06-01
247wallst.com
2026-06-01
24/7 Wall St.
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2026-06-01
www.fastcompany.com
2026-06-01
Fast Company
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
cryptobriefing.com
2026-06-01
Crypto Briefing
Intel and AMD shares fall as Nvidia rises on new PC superchip announcement
Nvidia's RTX Spark Superchip marks an aggressive push into the Windows PC processor market, rattling the two companies that h
2026-06-01
www.msn.com
2026-06-01
MSN
Nvidia has spent the past few months playing defense in the artificial-intelligence chip war—but the world’s biggest company by total market capitalization struck back on Monday, sparking a flurry of related stock moves.
Nvidia climbed 1.9% ahead of the opening bell after the company unveiled the RTX Spark, which it described as “the most efficient PC chip ever built.”
Dell Technologies rose 2%,
2026-06-01
www.barrons.com
2026-06-01
Barron's
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2026-06-01
www.msn.com
2026-06-01
MSN
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2026-06-01
tomshardware.com
2026-06-01
Jake Roach
Intel reacts to Nvidia’s RTX Spark announcement, and says that it’s treating the green giant’s entrance into consumer SoCs with “a healthy dose of skepticism."