Semiconductor News & Analysis Feed
669 articles
2026-06-01
www.japantimes.co.jp
2026-06-01
The Japan Times
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world’s most advanced chips — like Nvidia’s most sophisticated Rubin and Blackwell processors, as well as AMD’s MI350x — to Chinese entities located outside China.
The unexpected guidance suggests the United States’ best AI chips may have been making
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
www.gurufocus.com
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2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 16:53 PM EDT
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A semiconductor wafer sample is displayed during the Semicon Taiwan exhibition in Taipei on September 10, 2025. I-HWA CHENG / AFP/GETTY IMAGES
Two picks-and-shovels beneficiaries of the AI infrastructure buildout — optical components maker Lume
2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 15:15 PM EDT
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A Samsung flag flutters outside the company's Seocho building in Seoul on May 20, 2026. JUNG YEON-JE/AFP VIA GETTY IMAGES
A figure that has shaped South Korea's most contentious chipmaker labor dispute in years — that Samsung Electronics loses
2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 13:21 PM EDT
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TAYLOR, TEXAS - APRIL 16: A general view of the Samsung Austin Semiconductor plant on April 16, 2024 in Taylor, Texas. The U.S. has awarded Samsung $6.4 billion to support the company's chip manufacturing plant in Taylor, Texas in an effort to h
2026-06-01
www.techtimes.com
2026-06-01
Tech Times
Samsung's $17 billion semiconductor plant in Taylor, Texas, has cleared its most significant credibility hurdle since construction began in early 2022. On May 28, Margaret Han, vice president of Samsung Electronics Foundry's North American operations, told attendees of theSamsung Advanced Foundry Ecosystem (SAFE) Forum 2026at the company's U.S. headquarters: "Customers are scheduled to begin produ
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
tomshardware.com
2026-05-31
Mark Tyson
A computer vision and robotics expert has created and trained what he boasts is “the ultimate mosquito killer” using machine learning and a laser.
2026-05-31
en.bloomingbit.io
2026-05-31
bloomingbit
Nvidia Challenges Laptop Chip Market for First Time in 11 Years
Published 3:29 AM May 31, 2026
Source
Korea Economic Daily
Summary
About STAT AI
Nvidia said it will unveil a new AI PC as it reenters the laptop chip market for the first time in 11 years.
The company will launch a new system-on-chip (SoC)-based product combining a CPU, GPU and NPU for Windows laptops including Microsoft Surface de
2026-05-31
www.aol.com
2026-05-31
AOL.com
Could Nvidia Reach Another All-Time High? Analysts Are Watching One Key Number
KEITH NOONAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 6:05 PM GMT+8
0
Key Points
Nvidia recorded a gross margin of 75% last quarter -- an incredible level for a hardware-focused business.
Demand for the company's AI processors has allowed it to command stellar pricing power.
The chipmaker is facing more competition, but
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) has been one of the stock market's biggest winners over the last five years. The company's share price has rocketed roughly 1,280% higher over the stretch, delivering potentially life-changing returns for patient shareholders.
Thanks to those incredible gains, Nvidia now has a market capitalization of roughly $5.18 trillion and stands as the world's most valuable company by
2026-05-31
www.koreatimes.co.kr
2026-05-31
koreatimes.co.kr
A 12-layer sample of Samsung Electronics' seventh-generation High Bandwidth Memory (HBM4E) / Courtesy of Samsung Electronics
Samsung Electronics became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 202
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
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...
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2026-05-31
www.techtimes.com
2026-05-31
Tech Times
Two separate announcements on May 29 landed in the same corner of the semiconductor industry, and their combined implications for South Korea's chipmakers are more significant than either story suggests on its own. Nikon's new chief executive told Nikkei Asia that the Japanese optics maker is in advanced talks with major chipmakers in the United States and Asia to supply lower-priced deep-ultravio
2026-05-30
blockspace.media
2026-05-30
Blockspace Media
blockspace.media
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2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
www.techtimes.com
2026-05-30
Tech Times
By Scott McCain
Published: May 30 2026, 08:22 AM EDT
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DELL.COM
On Friday morning, Nvidia, Microsoft, and Arm each posted the identical message to X — "A new era of PC" — followed by the GPS coordinates of the Taipei Music Center, where Nvidia CEO Jensen Huang is scheduled to deliver his GTC Tai
2026-05-30
news.google.com
2026-05-30
Indiatimes