Semiconductor News & Analysis Feed
7282 articles
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Park Ji-min
Published 2026.06.01. 00:34
NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at the company's annual conference 'GTC 2026' in March last year. /AFP-Yonhap
NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th of last month (local time) that NVIDIA plans to
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.thurrott.com
2026-05-31
Thurrott.com
Multiple leaks point to a Monday reveal of new Nvidia chipsets that will power Windows 11 on Arm-based PCs this year. Nvidia has allegedly created multiple chipset tiers, and Dell, Microsoft, and other hardware makers will allegedly announce new PCs, all timed for the opening day of the Computex conference in Taiwan.
Rumors about Nvidia’s re-entry into PC chipsets–the firm powered the first Arm-b
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.quiverquant.com
2026-05-31
Quiver Quantitative
NVIDIA AI Push: Recent market updates on NVIDIA's multi-billion-dollar commitments to AI initiatives have drawn attention to Qualcomm as a key player in the semiconductor supply chain. Observers note potential spillover benefits for firms like QCOM amid expanding data center and edge computing demands. Discussions emphasize how these developments could accelerate Qualcomm's role in next-generation
2026-05-31
www.barchart.com
2026-05-31
Barchart.com
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2026-05-31
news.google.com
2026-05-31
XDA
2026-05-31
www.turkiyetoday.com
2026-05-31
Türkiye Today
N
vidia is expected to unveil the first Windows computers using its chips as the main processor next week, Axios reported, citing sources familiar with the matter.
The move would bring the company best known for powering the AI boom deeper into the PC market and give Microsoft another chance to strengthen its AI PC push after earlier setbacks.
Nvidia and Microsoft are expected to present their j
2026-05-31
www.tomshardware.com
2026-05-31
Tom's Hardware
PC Components
Microsoft veteran recalls the last time Nvidia and Arm was the future of Windows — shares a video of ‘the first time Windows ran on Nvidia Tegra Arm’ from 2010
News
By Mark Tyson published 2 hours ago
History repeats 16 years later, this time with an AI cherry on top.
(Image credit: Getty Images)
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2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
Microsoft veteran Steven Sinofsky is here to remind folks that excitement about a new PC era fueled by Nvidia and Arm culminated in the Surface RT 16 years ago.
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): NVIDIA AI server partnership and chart picture in focus
31.05.2026 - 14:58:41 | ad-hoc-news.de
Infineon Technologies shares on Xetra reacted to fresh news about a partnership in NVIDIA’s MGX AI server ecosystem, while investors also assess where the stock stands within its current 52-week trading range and key technical markers.
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
ca.finance.yahoo.com
2026-05-31
Yahoo! Finance Canada
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