Semiconductor News & Analysis Feed
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2026-05-26
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2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs).
What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However,
2026-05-26
www.tweaktown.com
2026-05-26
TweakTown
Lenovo accidentally confirms it is working on laptops powered by NVIDIA's yet-to-be-announced N1X chip
N1X combines ARM CPU cores with a Blackwell GPU, potentially making it the first Windows ARM laptop chip that handles gaming without a discrete GPU.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 25, 2026 5:50 PM CDT
2 minutes & 30 seconds read time
TL;DR: Lenovo's internal system refe
2026-05-26
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Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding
2026-05-26
www.tweaktown.com
2026-05-26
TweakTown
AMD's Zen 7 'Grimlock' CPUs will reportedly utilize TSMC's 1.4nm 'A14' node and advanced packaging
The company is also looking to integrate Powertech's FOPLP advanced packaging technology into the Zen 7 architecture, along with next-gen 3D V-Cache.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 25, 2026 2:50 PM CDT
2 minutes & 30 seconds read time
TL;DR: AMD is preparing its Zen 7 "Grim
2026-05-26
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2026-05-26
The Motley Fool
When it released quarterly results, Nvidia (
NVDA
1.86%
) surprised investors by announcing a 2,400% increase to its dividend, ratcheting up the payout to $0.25 per share per quarter from a measly $0.01 per share.
That takes the semiconductor stock's dividend yield to 0.4%. While that's less than half the yield on the S&P 500, it is more in line with yields on other mega-cap stocks and the Nasdaq
2026-05-26
semiengineering.com
2026-05-26
Semiconductor Engineering
Researchers from Grenoble INP – UGA, CNRS, TIMA have released “Spying Across Chiplets: Side-Channel Attacks in 2.5/3D Integrated Systems”.
Abstract “Advanced packaging and chiplet-based integration are increasingly adopted to build complex heterogeneous systems beyond the limits of monolithic scaling. While these architectures offer major benefits in terms of modularity, yield, and performance, t
2026-05-26
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2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is still the cream of the crop of artificial intelligence (AI) stocks. It continues to post nearly unbelievable results, yet lately the market has been unwilling to show it the love that it's showing to some of its competitors. I think that makes Nvidia a perfect AI stock to invest in right now, as it's actually being underhyped compared to its performance -- particularly in