Semiconductor News & Analysis Feed
12138 articles
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
tomshardware.com
2026-06-03
Brandon Hill
Wi-Fi 8 is aimed at improving real-world performance over Wi-Fi 7
2026-06-03
qz.com
2026-06-03
qz.com
A.I.
Adobe is rebuilding Photoshop and Premiere to run on NVIDIA's new AI superchip
The companies say the overhaul will deliver up to 2x faster AI and graphics performance across creative workflows
By
Cris Tolomia
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Published 11 hours ago
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Adobe $ADBE is rearchitecting Photoshop an
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Advanced Micro Devices just had one of its best months in two decades. The stock soared more than 40% in May to a record high, as investors poured back into chipmakers on relentless demand for AI hardware. And it wasn't alone. Smartphone-chip designer Qualcomm climbed about 40% to a record of its own, while the broader Philadelphia Semiconductor Index gained more than 60% for the year, far outpaci
2026-06-03
www.forbes.com
2026-06-03
Forbes
Berkshire Hathaway
BRK.B
$471.51
+1.22
(0.26%)
JPMorgan Chase
JPM
$300.96
+4.38
(1.48%)
Visa
V
$317.32
-5.45
(-1.69%)
Eli Lilly & Co
LLY
$1,064.15
-18.05
(-1.67%)
Mastercard
MA
$477.68
-17.57
(-3.55%)
Exxon Mobil
XOM
$149.56
+0.18
(0.12%)
Costco Wholesale Corp
COST
$954.27
+8.16
(0.86%)
Johnson & Johnson
JNJ
$222.89
-0.62
(-0.28%)
Procter & Gamble
PG
$140.82
+0.54
(0.39%)
Home Depot
HD
$311.52
+0.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
2026-06-03
gvwire.com
2026-06-03
GV Wire
NVIDIA and Microsoft on Saturday unveiled a new generation of Windows computers designed to run artificial intelligence agents directly on users’ devices, marking what the companies described as a major shift in personal computing.
The new platform, called RTX Spark, is built around a custom NVIDIA superchip that delivers up to one petaflop of AI computing performance and as much as 128 gigabytes
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Aptiv PLC (APTV) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to Aptiv’s June 1, 2026 announcement of an expanded collaboration with NVIDIA aimed at turning Jetson platforms into commercially supported, production-ready edge AI offerings with long-term software and security support. The gain may also reflect momentum after
2026-06-03
tomshardware.com
2026-06-03
Zhiye Liu
Reputable Intel hardware leaker Jaykihn reveals new information about Intel's next-generation LGA1954 socket.
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
Marvell Technology MRVL shares jumped in premarket trade on Tuesday after Nvidia chief executive Jensen Huang said the chip designer could be the next semiconductor company to reach a $1 trillion valuation, tying the call to rising demand for AI infrastructure.
The comments came during Computex in Taipei, where Huang appeared with Marvell chief executive Matt Murphy.
Huang said the industry is s
2026-06-03
www.forbes.com
2026-06-03
Forbes
MONEY
INVESTING
Nvidia’s Vera CPU Signals A Bigger Threat To Intel And AMD
ByJon Markman,
Contributor.
Analyzing tech stocks through the prism of cultural change.
Follow Author
Jun 02, 2026, 12:26pm EDTJun 02, 2026, 01:27pm EDT
0
Summary
Nvidia's recent chip announcements in Taipei are poised to fundamentally reshape AI server economics, impacting Intel and AMD significantly. While the RTX Sp
2026-06-03
www.economist.com
2026-06-03
The Economist
www.economist.com
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2026-06-03
tomshardware.com
2026-06-03
Andrew E. Freedman
At Microsoft Build, the company debuted its Surface RTX Spark Dev Box, a system for developers to come up with new AI applications.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) recently reported yet another round of amazing quarterly growth. Still riding the artificial intelligence (AI) adoption wave, its Q1 top line improved to $81.6 billion, up 85% year over year.
Lost in all the bullish noise, however, is that Nvidia isn't just an AI hardware company. Although data centers now account for more than 90% of its revenue, it still operates another d
2026-06-03
tomshardware.com
2026-06-03
Ben Stockton
MSI have revealed three new gaming routers with WiFi 7 support at Computex, with its flagship BE19000 model featuring a built-in SSD slot, eight antennas and a sci fi-esque translucent design.
2026-06-03
www.pcmag.com
2026-06-03
PCMag
Nvidia's upcoming RTX Spark PC chip is coming to laptops, but also mini PCs, and Microsoft will be among the vendors developing one.
At its Build conference, Microsoft introduced the Surface RTX Spark Dev box, which has been designed to run Windows 11 Pro and has enough computing power to run AI models locally.
The mini PC isn’t exactly for consumers, though; Microsoft is pitching it to softwa
2026-06-03
sourceability.com
2026-06-03
Sourceability
The semiconductor industry continues to experience massive shifts as the result of uncontrollable AI demand. Recently, Micron joined the ranks of Nvidia in the trillion-dollar market value club thanks to enormous opportunities tied to AI-driven memory demand.
Consecutively, the ongoing legal dispute involving Wingtech and Nexperia reflects the increasing complexity of geopolitical influences in
2026-06-03
tomshardware.com
2026-06-03
Brandon Hill
Our team is on the ground in Taipei bringing you the latest from Computex 2026
2026-06-03
www.tradingkey.com
2026-06-03
TradingKey
Texas Instruments Inc (TXN) moved up by 3.90%. The Technology Equipment sector is up by 2.92%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 0.75%; NVIDIA Corp (NVDA) up 0.49%; Marvell Technology Inc (MRVL) up 28.90%.
Texas Instruments experienced an increase in share price today, influenced by a combination of recent positive company