Semiconductor News & Analysis Feed
486 articles
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
news.google.com
2026-06-01
TheStreet Pro
2026-06-01
qz.com
2026-06-01
qz.com
MARKETS
Wall Street closed May at record highs on AI and Iran hopes. Monday opened with more Iran strikes.
Stock futures climbed Monday after Nvidia unveiled a new processor for personal computers, while oil prices rose following a weekend exchange of fire between the U.S. and Iran
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Cris Tolomia
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2026-06-01
tomshardware.com
2026-06-01
Matt Safford
Are you looking for a compact monitor for multiple uses around the home and on the go? Acer’s new PM131QT might be just what you’re looking for.
2026-06-01
tomshardware.com
2026-06-01
Jake Roach
Intel reacts to Nvidia’s RTX Spark announcement, and says that it’s treating the green giant’s entrance into consumer SoCs with “a healthy dose of skepticism."
2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
Korea-China HBM Gap Narrows to Three Years
China Pursues Korea With Volume Offensive
CXMT Technology Catches Up to HBM3
Wafer Capacity Reaches Micron's Level
Jensen Huang Unveils PC AI Chip at GTC
Samsung, SK Memory Chip Demand to Grow
Finance
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Published 2026.06.01. 17:41:10
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By Kim Yoon-soo in Taipei
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Nvidia CEO Jensen Huang unveils four new "Vera Rubin" products during
2026-06-01
www.marketscreener.com
2026-06-01
marketscreener.com
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2026-06-01
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2026-06-01
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2026-06-01
www.electronicsforyou.biz
2026-06-01
Electronics For You BUSINESS
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Infineon Sees India as Key Growth Market for Green-Energy Chips
By
Nikita Kumari
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Infineon
June 1, 2026
Driven by rising demand for renewable energy and power management solutions, the chipmaker is expanding investments and local partnerships.
German semiconductor company Infineon Technologies is s
2026-06-01
www.tomshardware.com
2026-06-01
Tom's Hardware
PC Components CPUs
Nvidia lays out RTX Spark roadmap for laptops and desktop PCs at Computex 2026 — three generations outlined, Rubin with LPDDR6 memory, followed by Rosa Feynman
News
By Jeffrey Kampman published 1 June 2026
Nvidia is fully committed to transforming Windows on Arm into an agentic AI platform
(Image credit: Future)
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2026-06-01
news.futunn.com
2026-06-01
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2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
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2026-06-01
Yahoo Finance UK
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2026-06-01
www.marketscreener.com
2026-06-01
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2026-06-01
www.cnbc.com
2026-06-01
CNBC
Nvidia
has selected Chinese humanoid robot maker Unitree for the first robotics system the U.S. chipmaker is selling to researchers from Stanford to ETH Zurich, the company announced Monday.
The system combines Unitree's nearly 6-foot-tall H2 humanoid robot with Nvidia's Jetson Thor hardware, which includes the company's advanced Blackwell GPU for on-device artificial intelligence capabilities.
2026-06-01
www.stocktitan.net
2026-06-01
Stock Titan
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2026-06-01
www.digitimes.com
2026-06-01
digitimes
Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains over proposed semiconductor measures. With chips accounting for the bulk of...
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2026-06-01
www.tradingview.com
2026-06-01
TradingView
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2026-06-01
www.digitaltoday.co.kr
2026-06-01
디지털투데이
AI & Enterprise
Nvidia H200 GPU rental rates fall 40 percent in three weeks, raising questions over AI chip scarcity
AI Summary
Nvidia's H200 GPU rental prices have fallen about 40 percent over the past three weeks, a move seen as a possible sign that years-long GPU shortages are easing. The decline is linked to demand shifting to Nvidia's newer Blackwell series, while supply of older Hopper chip
2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
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