Semiconductor News & Analysis Feed
7154 articles
2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
NVIDIA says its GPUs with Confidential Computing are now being used for confidential inference in Apple’s Private Cloud Compute, as Apple extends the system beyond its own data centres to Google Cloud. The move brings NVIDIA Blackwell GPUs into the hardware security architecture that supports some server-side Apple Intelligence workloads.
2026-06-12
wccftech.com
2026-06-12
Wccftech
NVIDIA has reportedly reached out to several Chinese clients to adopt its upcoming Vera CPUs & there is a lot of interest building up.
NVIDIA's GPUs have faced a hard time in China. The company saw US regulations restrict them from selling Hopper chips, while the more advanced Blackwell generation is entirely banned. NVIDIA's CEO stated a few months back that their China share has dropped to Zero
2026-06-12
www.theinformation.com
2026-06-12
The Information
SpaceX IPO Could Return More Than $60 Billion Each for Founders Fund, Valor
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2026-06-12
www.xtb.com
2026-06-12
XTB.com
Nvidia’s decision to begin selling its Vera processors in China could prove to be one of the most important developments for investors following the AI sector in 2026. At first glance, this may appear to be little more than the launch of a new server processor. In reality, however, much more is at stake. For the first time since the tightening of U.S. export restrictions, Nvidia is attempting to r
2026-06-12
www.tradingpedia.com
2026-06-12
TradingPedia
Nvidia Courts China Buyers Vera AI CPUs Export Snags US
Written by Sandra Leggero, | Updated: June 12, 2026
Key Moments
Nvidia has informed Chinese customers that Vera CPUs for AI data centers could be available as early as August, and is already inviting orders, according to three sources.
A major Chinese cloud provider is preparing an initial order for more than 300 dual-Vera-CPU servers, while
2026-06-12
www.harianbasis.co
2026-06-12
HarianBasis.co
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVDA Stock Heads For Fourth Week In Red: Report Says Nvidia Has Begun Vera Chip Pitches To Chinese Customers
Yuvraj Malik
Fri, June 12, 2026 at 1:19 AM PDT 3 min read
NVDA
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Nvidia is reportedly pushing alternative chips to Chinese customers as sales of H200s remain stalled.
NVDA stock has underperformed peers in the chip sector in recent months,
2026-06-12
stocktwits.com
2026-06-12
Stocktwits
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2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
Nvidia pitches new Vera CPUs to Chinese clients, orders set for August: Reuters
Jun 12, 2026, 3:12 AM ETNVIDIA Corporation (NVDA) StockBy: Arundhati Sarkar, SA News Editor
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Nvidia (NVDA) told clients in China that they can start placing orders for its new Vera central processors, which may be available as soon as August, Reuters reported, citing sources.
One ma
2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
Desktop GPU shipments hold steady in Q1 2026 with NVIDIA maintaining 90% market share
Q1 2026 GPU shipments dropped only 0.6%, far below the usual 12%, as NVIDIA holds 90% market share and Intel gains ground with Arc GPUs.
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Kosta Andreadis
Senior Editor
Published Jun 11, 2026 11:31 PM CDT
1 minute & 30 seconds read time
TL;DR: In Q1 2026, desktop GPU shipments slightly declined by
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-12
analyticsindiamag.com
2026-06-12
Analytics India Magazine
"From HBM leader to trillion-dollar giant, SK Hynix has become a critical pillar of the AI supply chain."
Afew years ago, a meme went viral during the AI boom, comparing NVIDIA to a company selling shovels during a gold rush. As AI companies rushed to build models and data centres, NVIDIA supplied the chips that made it all possible.
But every shovel maker needs its own suppliers. For NVIDIA, on
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
NVIDIA Corporation (NVDA): A Forever Stock to Buy amid Growing Business Ties in Korea
Abdul Rahman
Thu, 11 June 2026 at 8:25 pm GMT-7 2 min read
NVDA
+2.22%
SKM
+0.29%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)’s DSX platform to build a gigawatt-scal
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
CNBC’s Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC | INTC Price Prediction) ahead of every other chip stock in his coverage universe. The catalyst was a dramatic analyst action that Cramer described as “a company which had been recommending a sale of Intel comes out and skips the h
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.
Thomas Richmond
Thu, June 11, 2026 at 6:47 PM PDT 3 min read
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Cramer named Intel his top chip pick after an analyst jumped straight from sell to buy, lifting shares 5% to $113.
Intel has su
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Stock Valuation After New SiC Package And NVIDIA AI Data Center Role
June 12, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) has drawn fresh attention after unveiling a new ultra high voltage UHV-TO-247-4-ISO package for its GeneSiC SiC MOSFETs, alongside a high profile role in NVIDIA’s AI data center ecosys
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
South Korea
This Week in AsiaEconomics
How Nvidia’s South Korean AI deals could fuel ‘the next industrial revolution’
Jensen Huang’s dealings in Seoul may provide a road map for South Korea’s AI ambitions but experts warn against painting too rosy a picture
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Park Chan-kyong
Published: 8:00am, 12 Jun 2026
A spate of agreements Nvidia has reached with Sout
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
South Korea
This Week in AsiaEconomics
How Nvidia’s South Korean AI deals could fuel ‘the next industrial revolution’
Jensen Huang’s dealings in Seoul may provide a road map for South Korea’s AI ambitions but experts warn against painting too rosy a picture
4-MIN READ
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Make SCMP preferred on Google
Park Chan-kyong
Published: 8:00am, 12 Jun 2026
A spate of agreements Nvidia has reached wi
2026-06-12
news.google.com
2026-06-12
HealthExec