Semiconductor News & Analysis Feed
4140 articles
2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Advanced Micro Devices just had one of its best months in two decades. The stock soared more than 40% in May to a record high, as investors poured back into chipmakers on relentless demand for AI hardware. And it wasn't alone. Smartphone-chip designer Qualcomm climbed about 40% to a record of its own, while the broader Philadelphia Semiconductor Index gained more than 60% for the year, far outpaci
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
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
news.google.com
2026-06-03
GeekWire
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.pcmag.com
2026-06-03
PCMag
Nvidia's upcoming RTX Spark PC chip is coming to laptops, but also mini PCs, and Microsoft will be among the vendors developing one.
At its Build conference, Microsoft introduced the Surface RTX Spark Dev box, which has been designed to run Windows 11 Pro and has enough computing power to run AI models locally.
The mini PC isn’t exactly for consumers, though; Microsoft is pitching it to softwa
2026-06-03
news.google.com
2026-06-03
The Verge
2026-06-02
www.tradingview.com
2026-06-02
TradingView
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2026-06-02
www.futuriom.com
2026-06-02
Futuriom
MICHAEL BURRY SAYS NVIDIA IS PUTTING YOUR PENSION AT RISK
By: Mary Jander
June 02, 2026
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Famous hedge-fund investor Michael Burry, who correctly called the 2027-2008 housing finance crisis and rose to fame after being featured in the book and movie The Big Short, is once again critiquing the circular financing deals backing the AI boom, specifically those featuring NVIDIA and OpenAI.
Th
2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
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2026-06-02
www.just-auto.com
2026-06-02
Just Auto
News
Seoul Semiconductor’s ‘HV Opto-Semiconductor’ supplied to four global OEMs
Claims the tech enables a reduction of in the number of driver-related components used in hybrid and electric vehicles, while also lowering power consumption.
David Leggett
June 2, 2026
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Seoul Semiconductor Co., Ltd, a global opto-semiconductor technology
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
eetimes.com
2026-06-02
At the TSMC European Symposium, European semiconductor CEOs spoke about how AI in influencing business.
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Semiconductor innovation is increasingly constrained not by ideas, but by the time, cost, and complexity of turning those ideas into production silicon.
As advanced chips become larger, more specialized, and more difficult to verify, engineering teams face mounting pressure to improve productivity without compromising quality or increasing risk.
Traditional design workflows, built around highly
2026-06-02
simplywall.st
2026-06-02
simplywall.st
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