Semiconductor News & Analysis Feed
12148 articles
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Two of the most impressive stocks over the past year have been Micron (
MU
+5.07%
) and Sandisk (
SNDK
+3.25%
). Micron's stock has risen an outstanding 860%, and any investor would be thrilled with a return like that. However, after comparing it to Sandisk's meteoric rise, it looks a bit lacking. Sandisk's stock has risen a jaw-dropping 4,160% over the past year. So, if you had the foresight to i
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
tomshardware.com
2026-05-31
Mark Tyson
Want real Sound Blaster, Gravis UltraSound, OPL3 FM synthesis, and MPU-401 MIDI support? You got it.
2026-05-31
www.kedglobal.com
2026-05-31
KED Global
Samsung, SK Hynix join strategic investment round in Anthropic, developer of Claude AI model
Anthropic is the US developer behind the Claude generative AI model (Courtesy of Hankyung DB) South Korea’s two chip giants, Samsung Electronics Co. and SK Hynix Inc., are strengthening their links to the global artificial intelligence ecosystem by participating in a strategic investment
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 31, 2026, NVIDIA Corp NVDA is set to make waves in the PC industry with its announcement of a new chip, as teased during the Computex event in Taipei. This collaboration with Microsoft and Arm hints at "A new era of PC." The implications of this move could be significant for the competitive landscape of Windows manufacturers.
2026-05-31
www.tomshardware.com
2026-05-31
Tom's Hardware
PC Components GPUs GPU Drivers
You can still run the original Nvidia Control Panel by grabbing it from the Microsoft Store today — app remains useful to adjust a handful of RTX Pro and Quadro features, and may be handy for troubleshooting
News
By Mark Tyson published 4 hours ago
Is this control panel old yet gold, or did you bid it good riddance?
(Image credit: Nvidia, Microsoft)
Share this ar
2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
The old Nvidia Control Panel is now a separate, optional download, but is it worth grabbing?
2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
Bill Gates gives a possessed Doom heavy weapon dude both barrels in a rediscovered Windows 95 plus DirectX gaming presentation.
2026-05-31
www.indexbox.io
2026-05-31
IndexBox
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Malaysia's National Semiconductor Strategy (NSS) is opening new avenues for U.S. firms, according to a market intelligence report from the U.S. International Trade Administration.
The strategy, launched in 2024 and reinforced through 2025–2026 with additional policies and budget support, aims t
2026-05-31
www.neowin.net
2026-05-31
Neowin
Earlier this week Microsoft teased that a "new era of PC" was going to be upon us very soon. The company quickly ended any speculation regarding a possible next gen OS like "Windows 12" though we soon started to get an idea of what it was when Nvidia also put up the same teaser post on its social media handles.
Following this, we began getting more concrete evidence of new Windows on Arm laptops
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
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
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
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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.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
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.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Gets
Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record Run
31.05.2026 - 11:41:57 | boerse-global.de
Infineon hits €81.81, up 113% YTD, driven by SoftBank’s €75B AI facility, energy-efficiency regulations, ExoMatter materials AI, and surging automotive chip demand.
Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record R
2026-05-31
wccftech.com
2026-05-31
Wccftech
Samsung looked more than determined to carve its own path and reduce reliance on Qualcomm when it was reported that the Exynos 2700 would be found in 50 percent of all Galaxy S27 shipments. However, a tipster states that this may not be possible because there’s one major difference between Samsung’s and Qualcomm’s strategies, which we’ve discussed at length below.
TSMC’s 2nm N2P architecture is s
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron is one of the big winners of the AI growth story as companies rush to its memory products.
Agentic AI could supercharge Micron’s growth in the quarters to come.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting s