Semiconductor News & Analysis Feed
7212 articles
2026-06-03
www.heygotrade.com
2026-06-03
Gotrade
Marvell After the Nvidia $2B Stake: Re-Rating or Already Priced In?
Erwanto Khusuma
Gotrade Team
Jun 3, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Nvidia's $2B stake ties Marvell into its dominant AI platform.
NVLink Fusion validates Marvell's custom XPU roadmap and pipeline.
Re-rate or priced in depends on horizon and custom-silicon conviction.
Table of Contents
The Strategic Logic B
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
On June 03, 2026, NVIDIA Corp NVDA announced its collaboration with Infineon to integrate the Optiga Trusted Platform Module (TPM), SLB 9672, into Nvidia's Jetson Thor platform. This innovative security solution is designed to protect cryptographic keys and ensure system integrity by operating at the chip level. Through this integration, a certified, quantum-resilient root of trust is established,
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.manilatimes.net
2026-06-03
The Manila Times
MUNICH, June 3, 2026 /PRNewswire/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physica
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.marketscreener.com
2026-06-03
marketscreener.com
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Reference #18.9c0ed217.1780478769.5cd747c6
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2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.bloomberg.com
2026-06-03
Bloomberg.com
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.marketscreener.com
2026-06-03
marketscreener.com
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Reference #18.860ed217.1780480597.1ebf1c90
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2026-06-03
sg.finance.yahoo.com
2026-06-03
Yahoo Finance Singapore
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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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
Nvidia (
NVDA
0.75%
) and Broadcom (
AVGO
+4.85%
) are the top artificial intelligence (AI) chipmakers by market cap, and both delivered record results in their most recent quarters.
Of the two, Broadcom has been the better investment in 2026 and over the last year, but Nvidia is the winner if you look further back. Its five-year and 10-year returns are much higher than Broadcom's.
Let's see how
2026-06-03
gizmodo.com
2026-06-03
Gizmodo
Two years ago, Qualcomm and Microsoft stood onstage and announced that the next generation of PCs, called Copilot+, would change everything about personal computing. It didn’t.
Fast-forward to 2026. Nvidia and Microsoft have now announced a similar line of ARM-based RTX Spark PCs in another attempt to push the agentic lifestyle. You’ll once again be forced to reckon with it, with or without these
2026-06-03
www.thestreet.com
2026-06-03
thestreet.com
__fail__
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) is forecasting revenue will surpass $90 billion in the upcoming quarter.
*Stock prices used were the afternoon prices of May 27, 2026. The video was published on May 29, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produ
2026-06-03
www.moomoo.com
2026-06-03
Moomoo
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In One Chart
wrote a column
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Nvidia's Smart Bets: Copying Its AI Map Has Worked Better Than Expected
For investors looking beyond $NVIDIA (NVDA.US)$ itself, one pattern has become increasingly difficult to ignore: Nvidia-backed compa
2026-06-03
www.dailyrecordnews.com
2026-06-03
dailyrecordnews.com
A staff member explains how to build and run Claw Agents at the Computex Taipei exhibition in Taipei, Taiwan, Wednesday, June 3, 2026.
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