Semiconductor News & Analysis Feed
22438 articles
2026-06-03
gvwire.com
2026-06-03
GV Wire
NVIDIA and Microsoft on Saturday unveiled a new generation of Windows computers designed to run artificial intelligence agents directly on users’ devices, marking what the companies described as a major shift in personal computing.
The new platform, called RTX Spark, is built around a custom NVIDIA superchip that delivers up to one petaflop of AI computing performance and as much as 128 gigabytes
2026-06-03
simplywall.st
2026-06-03
simplywall.st
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2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Aptiv PLC (APTV) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to Aptiv’s June 1, 2026 announcement of an expanded collaboration with NVIDIA aimed at turning Jetson platforms into commercially supported, production-ready edge AI offerings with long-term software and security support. The gain may also reflect momentum after
2026-06-03
tomshardware.com
2026-06-03
Zhiye Liu
Reputable Intel hardware leaker Jaykihn reveals new information about Intel's next-generation LGA1954 socket.
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
Marvell Technology MRVL shares jumped in premarket trade on Tuesday after Nvidia chief executive Jensen Huang said the chip designer could be the next semiconductor company to reach a $1 trillion valuation, tying the call to rising demand for AI infrastructure.
The comments came during Computex in Taipei, where Huang appeared with Marvell chief executive Matt Murphy.
Huang said the industry is s
2026-06-03
www.forbes.com
2026-06-03
Forbes
MONEY
INVESTING
Nvidia’s Vera CPU Signals A Bigger Threat To Intel And AMD
ByJon Markman,
Contributor.
Analyzing tech stocks through the prism of cultural change.
Follow Author
Jun 02, 2026, 12:26pm EDTJun 02, 2026, 01:27pm EDT
0
Summary
Nvidia's recent chip announcements in Taipei are poised to fundamentally reshape AI server economics, impacting Intel and AMD significantly. While the RTX Sp
2026-06-03
www.economist.com
2026-06-03
The Economist
www.economist.com
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2026-06-03
www.ad-hoc-news.de
2026-06-03
AD HOC NEWS
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2026-06-03
news.google.com
2026-06-03
GeekWire
2026-06-03
www.marketbeat.com
2026-06-03
MarketBeat
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.tradingview.com
2026-06-03
TradingView
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2026-06-03
tomshardware.com
2026-06-03
Andrew E. Freedman
At Microsoft Build, the company debuted its Surface RTX Spark Dev Box, a system for developers to come up with new AI applications.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) recently reported yet another round of amazing quarterly growth. Still riding the artificial intelligence (AI) adoption wave, its Q1 top line improved to $81.6 billion, up 85% year over year.
Lost in all the bullish noise, however, is that Nvidia isn't just an AI hardware company. Although data centers now account for more than 90% of its revenue, it still operates another d
2026-06-03
www.ad-hoc-news.de
2026-06-03
AD HOC NEWS
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2026-06-03
simplywall.st
2026-06-03
simplywall.st
__fail__
2026-06-03
tomshardware.com
2026-06-03
Ben Stockton
MSI have revealed three new gaming routers with WiFi 7 support at Computex, with its flagship BE19000 model featuring a built-in SSD slot, eight antennas and a sci fi-esque translucent design.
2026-06-03
news.google.com
2026-06-03
The Verge
2026-06-03
sourceability.com
2026-06-03
Sourceability
The semiconductor industry continues to experience massive shifts as the result of uncontrollable AI demand. Recently, Micron joined the ranks of Nvidia in the trillion-dollar market value club thanks to enormous opportunities tied to AI-driven memory demand.
Consecutively, the ongoing legal dispute involving Wingtech and Nexperia reflects the increasing complexity of geopolitical influences in