Semiconductor News & Analysis Feed
12150 articles
2026-05-30
www.digitimes.com
2026-05-30
digitimes
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
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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.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 7:01 PM EDT
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Nvidia has announced $2 billion investments each in photonics companies Lumentum, Coherent and Marvell since March, according to multiple reports. PEXELS
Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networki
2026-05-30
eetimes.com
2026-05-30
Autonomous high-altitude platform stations are getting ready to bridge ground networks and LEO satellites.
2026-05-30
www.upi.com
2026-05-30
upi.com
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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.purdueexponent.org
2026-05-30
Purdue Exponent
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The Tippec
2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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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
virtualizationreview.com
2026-05-30
Virtualization Review
Cloud providers are facing a two-sided AI cost problem: They have to keep building the infrastructure required to support rising demand, while giving enterprise customers enough controls to keep AI workloads financially manageable.
The result is a new phase in cloud AI, one in which providers are not only competing on model access and performance, but also on cost controls. Prompt caching, contex
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
In this video, I will explain why I took profits on Micron and AMD and why I'm looking into Axon, Reddit, and Shopify. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 26, 2026. The video was published on May. 26, 2026.
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
www.tradingkey.com
2026-05-30
TradingKey
Texas Instruments Inc (TXN) closed down by 3.51%. The Technology Equipment sector is up by 0.42%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 4.79%; NVIDIA Corp (NVDA) down 0.77%; Dell Technologies Inc (DELL) up 32.79%.
Texas Instruments (TXN) experienced downward pressure, contributing to significant intraday volatility. This mov
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Having confidence in a stock can mean multiple things. However, when I say I've never been more confident in a specific stock than I am right now, I am combining market-crushing returns with confidence. Those two attributes are rarely found together, as higher potential returns are normally associated with higher risk, but that doesn't seem to be the case with Nvidia (
NVDA
1.00%
).
Nvidia's succ
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Arm Holdings plc (NASDAQ: ARM) and Synopsys, Inc. (NASDAQ: SNPS) both operate within the semiconductor design space, benefiting from rising AI chip demand across global markets.
ARM licenses processor architectures while SNPS provides electronic design automation software and IP used to design and verify advanced chips.
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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)
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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.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 3:47 PM EDT
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SK Hynix has become a key supplier of high-bandwidth memory (HBM) chips used in AI accelerators, including products designed by Nvidia. GETTY IMAGES
South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this w
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Infineon’s, Nvidia
Infineon’s Nvidia Pact and Dresden Fab Push Shares to 52-Week High, Analysts See More Room to Run
29.05.2026 - 21:43:07 | boerse-global.de
Infineon hits 52-week high on Nvidia AI deal and Dresden fab. Structural shift in power semiconductors for data centers drives revenue target >€16B.
Infineon’s Nvidia Pact and Dresden Fab Push Shares to 52-Week High, Analysts See More Room