Semiconductor News & Analysis Feed
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2026-06-02
www.investing.com
2026-06-02
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2026-06-02
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2026-06-02
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2026-06-02
www.extremetech.com
2026-06-02
extremetech.com
Nvidia announced its new RTX Spark platform at Computex 2026, targeting the desktop and mobile CPU market in a big way. Set to compete directly with Intel and AMD in a similar manner to Qualcomm's X range of SoCs, the new chip combines 20 ARM CPU cores with 6,144 Blackwell CUDA cores for what could be a potent combination—though questions remain about compatibility and emulation.
2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
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2026-06-02
www.globenewswire.com
2026-06-02
GlobeNewswire
CAMBRIDGE, Mass., June 02, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) is collaborating with NVIDIA to bring an advanced security architecture into AI factories — the foundation of the agentic era.
“The Akamai Guardicore enterprise security platform and NVIDIA Vera BlueField-4 STX brings a Zero Trust layer directly into the infrastructure fabric, helping…”
“AI factories are becoming critical a
2026-06-02
www.quiverquant.com
2026-06-02
Quiver Quantitative
onsemi (ON) is up 6.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to a broader semiconductor risk-on session after a widely followed industry outlook update reinforced expectations for strong 2026 demand, particularly tied to AI infrastructure. The stock may also be benefiting from positioning ahead of onsemi’s scheduled June 3, 202
2026-06-02
www.engadget.com
2026-06-02
Engadget
News
Computing
Laptops
ASUS's NVIDIA RTX Spark laptops could give the MacBook Pro some competition
The 128GB of unified memory, RTX 5070-level graphics and 1,600-nit OLED display should appeal to creators.
by
Steve Dent
June 2, 2026 10:51 am EST
ASUS
ASUS was one of the launch customers for NVIDIA's new RTX Spark ARM "superchip" and it's laptops look like the most interesting ones for creator
2026-06-02
www.just-auto.com
2026-06-02
Just Auto
News
Seoul Semiconductor’s ‘HV Opto-Semiconductor’ supplied to four global OEMs
Claims the tech enables a reduction of in the number of driver-related components used in hybrid and electric vehicles, while also lowering power consumption.
David Leggett
June 2, 2026
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Seoul Semiconductor Co., Ltd, a global opto-semiconductor technology
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
pro.thestreet.com
2026-06-02
TheStreet Pro
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2 New Price Targets for Nvidia on New RTX Spark AI Chip
Nvidia’s RTX Spark AI-focused chip will power computers using Microsoft Windows.
Ed Ponsi·Jun 2, 2026, 10:35 AM EDT
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
One of the most widely followed aggressive growth fund managers kicked off this week with a hankering for Nvidia (
NVDA
0.75%
). Cathie Wood -- founder and CEO at Ark Invest -- only added to two existing positions across her high-octane ETFs on Monday. Nvidia was one of those two purchases.
It wasn't just a nibble. Ark Invest purchased shares of the world's most valuable company in all five of it
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.thelec.net
2026-06-02
thelec.net
Infineon's 1300V HybridPack Drive SiC module. (Photo: Infineon)
Infineon Technologies said it is supporting Nvidia's MGX platform with new power management solutions designed for next-generation 800VDC AI data center architectures.
The company said May 29 it unveiled technologies capable of converting 800VDC power into lower server-level voltages including 50V, 12V and 6V for use inside AI serve
2026-06-02
www.thelec.net
2026-06-02
thelec.net
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.lightreading.com
2026-06-02
Light Reading
Nvidia has asked SKT to join its physical AI program as it seeks to build closer supply chain ties with Korean firms.
Nvidia has called on SK Telecom to join its physical AI program after the Korean telco successfully deployed digital twin models using Nvidia tools. SKT said it had completed a digital twin proof of concept of an SK Hynix chip fab, optimizing the technology for large-scale manufac
2026-06-02
eetimes.com
2026-06-02
At the TSMC European Symposium, European semiconductor CEOs spoke about how AI in influencing business.
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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