Semiconductor News & Analysis Feed
87 articles
2026-06-07
tomshardware.com
2026-06-07
Hassam Nasir
The CPU market has never been this fierce.
2026-06-06
michaelparekh.substack.com
2026-06-06
AI: Reset to Zero
WEEKLY ROUNDUP
AI: TSMC's 'AI Fed' 30% Target, Nvidia AI PCs, Anthropic Files IPO & More. AI-RTZ #1109.
.....busy week ending Friday June 5, 2026
MICHAEL PAREKH
JUN 06, 2026
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TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said
2026-06-06
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
2026-06-05
www.barchart.com
2026-06-05
Barchart.com
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2026-06-05
www.electronicsweekly.com
2026-06-05
Electronics Weekly
Most Read – Nvidia PCs, Palantir NHS, Samsung Foundry
Considering those news stories written in the last week, the most read stories on the site involve Samsung and Cadence collaborating, advice that the UK government trigger a break clause in its Palentir NHS contract, and AI developments growing the DRAM market.
And there’s also the CEO of Arm being in line for an $800m payday and Nvidia’s big
2026-06-05
www.engadget.com
2026-06-05
Engadget
News
The Morning After: NVIDIA thinks its new chip will revolutionize PCs
Plus, NASA ends a Mars mission and Meta’s still being creepy.
by
Daniel Cooper
June 5, 2026 7:30 am EST
NVIDIA
It's been a busy week, with Computex and Microsoft Build just two of the raft of big events going on right now. The biggest news story from both was probably NVIDIA's glossy announcement of its RTX Spark system
2026-06-04
eetimes.com
2026-06-04
In this video interview, explore whether agentic PCs are truly here as Nvidia and Microsoft unveil new tech at Computex 2026.
2026-06-04
news.google.com
2026-06-04
PCWorld
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-03
www.engineering.com
2026-06-03
Engineering.com
It combines a Blackwell GPU, 20-core Grace CPU, 128GB unified memory and on-device agent security for AI workloads.
NVIDIA unveiled NVIDIA RTX Spark, a new superchip that reinvents Windows PCs for the era of personal AI agents — offering a new class of computer that moves from tool to teammate.
Designed for AI, creating and gaming, RTX Spark brings together 30 years of NVIDIA innovation — includ
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
gizmodo.com
2026-06-03
Gizmodo
gizmodo.com
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2026-06-03
wccftech.com
2026-06-03
Wccftech
wccftech.com
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2026-06-03
developer.nvidia.com
2026-06-03
NVIDIA Developer
AI agents are changing how you interact with your PC. Creators, developers, and AI enthusiasts are already using these agents extensively to assist with day-to-day tasks such as coding, video editing, and content management.
NVIDIA and Microsoft are teaming up to enable the next generation of developers to build on-device agents on the Windows platform, with easier setup, native security, and in
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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2026-06-02
simplywall.st
2026-06-02
simplywall.st
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2026-06-02
www.cbs19.tv
2026-06-02
cbs19.tv
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2026-06-02
www.thedailyupside.com
2026-06-02
The Daily Upside
Move aside, Mac Mini. Nvidia is making PCs specifically designed for running AI agents, CEO Jensen Huang announced Monday at a tech conference in Taipei.
Nvidia is introducing a new chip, the RTX Spark, to power its small-but-mighty laptops (the smallest model weighs three pounds and measures 14 millimeters). The chip, which Nvidia called “the most efficient PC chip ever built” will eventually be
2026-06-02
newsroom.arm.com
2026-06-02
Arm Newsroom
For decades, PCs were designed around people using applications. Agentic AI changes that model as apps become more autonomous, with users prompting their agents to observe, reason, plan, and act across workflows.
This evolution is creating demand for two broad classes of AI-enabled computing:
Nothing demonstrates this transformation more powerfully than the new Arm-based NVIDIA RTX Spark.
Arm i