Semiconductor News & Analysis Feed
421 articles
2026-06-01
blogs.nvidia.com
2026-06-01
NVIDIA Blog
Taiwan’s Industry Titans Turbocharge World’s AI Infrastructure Buildout With NVIDIA
Semiconductor and electronics manufacturing leaders are using NVIDIA AI to speed manufacturing from fabs to factory floors as they ramp up the production of NVIDIA Vera Rubin NVL72 infrastructure for agentic AI factories.
May 31, 2026 by Timothy Costa
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Taiwan is home to more than 500 NVIDIA ecosystem part
2026-06-01
www.moomoo.com
2026-06-01
Moomoo
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2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
Semiconductors
TechTech Trends
Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia
4-MIN READ
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Ann Caoin Shanghai
Published: 10:00am, 1 Jun 2026
Under the weight of sustained US export controls on advanced semiconductors, China’s AI chipmak
2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
Semiconductors
TechTech Trends
Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia
4-MIN READ
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Ann Caoin Shanghai
Published: 10:00am, 1 Jun 2026
Under the weight of sustained US export controls on advanced semiconductors, China’s AI
2026-06-01
english.cw.com.tw
2026-06-01
天下雜誌
Exclusive: Why Cooling Problems Threaten Nvidia’s Most Important AI Launch Yet
Source：TechTaiwan
Taiwan's stock market euphoria over Nvidia's next-generation VR200 rack platform has sent obscure substrate and laminate makers soaring sixfold in a year, briefly lifting the island's total market cap past India's. But behind the spectacle of Jensen Huang touring Taipei night markets, a quieter story
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 31, 2026, NVIDIA Corp NVDA is set to make waves in the PC industry with its announcement of a new chip, as teased during the Computex event in Taipei. This collaboration with Microsoft and Arm hints at "A new era of PC." The implications of this move could be significant for the competitive landscape of Windows manufacturers.
2026-05-31
www.igorslab.de
2026-05-31
igor´sLAB
ARTIFICIAL INTELLIGENCE • COMPUTEX • GPUS • LATEST NEWS • PRO
Discrete Graphics: From Saviour of the PC Industry, through NVIDIA’s Protein Shake, to the Victim of Software, AI Factories, and Agents | Preface to Computex 2026
31. May 2026 03:10Igor Wallossek
📖 Reading time: approx. 13 minutes · 2,568 words · 15,449 characters
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Today, instead of the usual feel-good images of a fascinating m
2026-05-31
www.igorslab.de
2026-05-31
igor´sLAB
ARTIFICIAL INTELLIGENCE • COMPUTEX • GPUS • LATEST NEWS • PRO
Discrete Graphics: From Saviour of the PC Industry, through NVIDIA’s Protein Shake, to the Victim of Software, AI Factories, and Agents | Preface to Computex 2026
31. May 2026 03:10Igor Wallossek
📖 Reading time: approx. 13 minutes · 2,568 words · 15,449 characters
🔊
Listen
Today, instead of the usual feel-good images of a fascinating m
2026-05-31
www.moomoo.com
2026-05-31
Moomoo
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2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
Was Jensen right all along?
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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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
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 3:47 PM EDT
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SK Hynix has become a key supplier of high-bandwidth memory (HBM) chips used in AI accelerators, including products designed by Nvidia. GETTY IMAGES
South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this w
2026-05-29
www.moomoo.com
2026-05-29
Moomoo
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May 29th - The industry of $Power semiconductor (LIST24211.HK)$ is trending lower today with 1 constituents up, 7
2026-05-29
www.cnbc.com
2026-05-29
CNBC
Nvidia
has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI.
Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to the current process of transferring data using electricity. Electric
2026-05-29
www.msn.com
2026-05-29
MSN
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2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the company. The move underscores intensifying competition among memory suppliers as demand accelerates for higher-performance components used in AI computing systems.
2026-05-29
www.cnbc.com
2026-05-29
CNBC
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