Semiconductor News & Analysis Feed

241 articles
2026-05-31
www.gurufocus.com 2026-05-31 GuruFocus
On May 30, 2026, reports emerged that NVIDIA NVDA and Microsoft (MSFT) are set to unveil their first Windows PCs featuring NVIDIA chips as the main processors. These computers are expected to be part of Microsoft's Surface brand, alongside offerings from other manufacturers such as Dell (DELL). This collaboration marks a significant step for Microsoft, which has been striving to adopt more energy
2026-05-31
digitimes.com 2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
www.digitimes.com 2026-05-31 digitimes
Nvidia, Microsoft and Arm posted identical messages on X on Friday, each displaying the words "A New Era of PC" alongside the geographic coordinates of Taipei — a coordinated tease that has sent the market speculating about what the three companies plan to... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-05-31
hothardware.com 2026-05-31 HotHardware
NVIDIA, Microsoft And Arm Hint That A New Era Of PC Is Coming by Tim Sweezy — Saturday, May 30, 2026, 12:30 PM EDT Comments NVIDIA, Microsoft, and Arm synchronized their social media feeds with a single cryptic message: "A new era of PC. 25.0528, 121.5990." It was a carefully coordinated, understated tease, but pointing somewhere very specific. Video Muted Plug those coordinates into Google
2026-05-31
the-decoder.com 2026-05-31 the-decoder.com
AI in practice Copy the url to clipboard Share this article Go to comment section Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Copilot Matthias Bastian View the LinkedIn Profile of Matthias Bastian May 30, 2026 Nvidia is entering the PC market. According to Axios, the first Windows computers running Nvidia chips as their main processor will be unveiled next
2026-05-30
www.gurufocus.com 2026-05-30 GuruFocus
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2026-05-30
seekingalpha.com 2026-05-30 Seeking Alpha
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2026-05-30
finimize.com 2026-05-30 Finimize
Axios says new Surface and Dell laptops could debut at Computex, with Nvidia chips acting as the main processor. Microsoft and Nvidia are expected to unveil Windows PCs that use an Nvidia chip as the main processor next week, with possible Surface and Dell launches around Computex in Taiwan and Microsoft’s Build conference, according to Axios. If the report holds, it would mark a real change in
2026-05-30
www.tradingview.com 2026-05-30 TradingView
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2026-05-30
digitimes.com 2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com 2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
cryptobriefing.com 2026-05-30 Crypto Briefing
Nvidia, Microsoft, and Arm tease new N1X laptop processors ahead of Computex The three tech giants are coordinating a 'new era of PC' campaign around Nvidia's first Arm-based laptop chips, with major
2026-05-30
www.theverge.com 2026-05-30 The Verge
NEWS GADGETS TECH Nvidia, Microsoft, and Arm are all teasing Nvidia’s new N1X laptop processors All eyes area now on Nvidia’s keynote at Computex on Sunday night. by Tom Warren May 30, 2026, 7:03 AM GMT+8 Nvidia CEO Jensen Huang with an RTX laptop at CES 2025. Image: Getty Images Tom Warren is a senior correspondent and author of Notepad, who has been covering all things Microsoft, PC, and tech
2026-05-30
www.tweaktown.com 2026-05-30 TweakTown
NVIDIA and Microsoft tease 'a new era of PC' ahead of Computex, and it's hard not to link this to the fabled N1X chip N1X sightings have been piling up for months, and with Windows 12 ruled out, the new era of PC is almost certainly NVIDIA chips and new Surface hardware. Hassam Nasir Tech Reporter Published May 29, 2026 4:50 PM CDT 2 minutes & 15 seconds read time TL;DR: NVIDIA and Microsoft tease
2026-05-30
www.techpowerup.com 2026-05-30 TechPowerUp
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2026-05-30
spyglass.org 2026-05-30 spyglass.org
M.G. SIEGLER • #NVIDIA • MAY 29, 2026 Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA Can the main AI chip maker ensure Windows owns the 'AI PC'? Have you heard? Intel is back, baby. A year ago, the peddlers of Pentium were all-but left for dead having missed not just the mobile revolution, but the AI one as well. Intel was an $85B company, while NVIDIA, long their GPU-focused litt
2026-05-30
www.pcmag.com 2026-05-30 PCMag
Nvidia is fueling speculation it will launch its own Arm-based PC chips at Taiwan’s Computex show after a coordinated social media post with Microsoft.  On Friday morning, both Nvidia and Microsoft’s Windows account tweeted the words “A new era of PC.” The posts cryptically contained numbers that appear to be latitude and longitude coordinates.  If you plug the numbers into Google Maps, you’ll g
2026-05-30
tomshardware.com 2026-05-30 Jeffrey Kampman
An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+.
2026-05-30
www.tomshardware.com 2026-05-30 Tom's Hardware
Laptops Nvidia and Microsoft tease "a new era of PC" ahead of Computex 2026 — coordinated social media posts could indicate that rumored N1X laptops will be Windows on Arm systems News By Jeffrey Kampman published 8 hours ago An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+. (Image credit: Nvidia) Share this article 19 Join the conversation Follow u
2026-05-30
news.google.com 2026-05-30 PCMag