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Micron Technology Inc (MU) opened down by 7.21%. The Technology Equipment sector is down by 3.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 7.21%; Broadcom Inc (AVGO) down 13.65%; Marvell Technology Inc (MRVL) down 6.59%. Micron Technology experienced a notable decline during intraday trading, primarily influenced by broader

Micron Technology Semiconductor Industry AI Chips Memory Chips Market Sentiment Industry Trends Investment Analysis Technology Equipment

Cerebras CEO Just Dropped Blunt News for Nvidia Stock Investors - TradingView

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news.google.com 2026-06-04 TradingView

Rumble inks $270M multi-year deal to supply dedicated NVIDIA Blackwell GPU cloud capacity - TradingView

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www.tradingview.com 2026-06-04 TradingView

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TSMC Warns AI Chip Shortage Could Last For Years - TradingView

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news.google.com 2026-06-04 TradingView

NVTS Stock Soars on NVIDIA Collaboration: Is More Upside Ahead? - TradingView

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news.google.com 2026-06-04 TradingView

Key facts: ASML Q1: $8.8B sales, $2.8B profit; RF Lafferty Buys - TradingView

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www.tradingview.com 2026-06-04 TradingView

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SK Group chairman meets with TSMC CEO to broaden HBM memory development and advanced packaging - TradingView

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www.tradingview.com 2026-06-04 TradingView

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TSMC doubles down on AI growth as CEO sees demand staying strong - TradingView

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www.tradingview.com 2026-06-04 TradingView

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SK Hynix Joins Forces With TSMC, Can It Dominate Customized AI Memory Market? - TradingKey

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www.tradingkey.com 2026-06-04 TradingKey

SK Group Chairman Chey Tae-won and TSMC Chairman C.C. Wei agreed to expand cooperation in High Bandwidth Memory (HBM) and advanced packaging to meet AI technology trends. SK Hynix will integrate its HBM technology with TSMC's advanced packaging, both increasing capacity. The HBM market is projected to grow significantly, yet supply remains tight. This partnership aims to solidify SK Hynix's leader

Semiconductor Industry AI Memory High Bandwidth Memory Customized Chips TSMC SK Hynix Advanced Packaging AI Computing

Tianyue Advanced Materials rose as overseas SiC giants initiated a second round of price increases; the company is a leading producer of 8-inch SiC substrates. - Moomoo

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www.moomoo.com 2026-06-04 Moomoo

消息面上，随着英伟达等AI芯片功耗飙升，传统硅基电源架构已触及物理极限。行业正加速向800V高压直流(HVDC)架构过渡，碳化硅成为AI服务器固态变压器及电源管理的必选材料。英飞凌、意法半导体等巨头明确表示，AI数据中心的部署导致多款功率器件出现严重供应短缺。公开资料显示，天岳先进在8英寸碳化硅衬底领域占据全球领先份额，12英寸完成样品研发、送样、小批量试样供货。据悉，天岳先进的12英寸SiC衬底进入台积电供应链验证阶段，作为下一代CoWoS中介层备选方案开展送样测试。用作替代硅中介层以解决高性能GPU的散热瓶颈。 Tianyue Advanced Materials (02631.HK) rose nearly 7% in early trading. As of the time of writing, it was up 3.27% at HK$104.1, with a tr

Silicon Carbide SiC Substrate 8-inch SiC 12-inch SiC AI Chip Power Device HVDC Architecture TSMC Supply Chain

Tianyue Advanced Materials rose as overseas silicon carbide (SiC) giants initiated a second round of price hikes; the company is a leading producer of 8-inch SiC substrates. - 富途牛牛

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news.futunn.com 2026-06-04 富途牛牛

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Broadcom Q2 Earnings Call Highlights - TradingView

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www.tradingview.com 2026-06-04 TradingView

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NVTS: Pivot to high-power markets and grid modernization drives growth in GaN and SiC technologies - TradingView

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www.tradingview.com 2026-06-04 TradingView

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NVTS: Strategic shift to high-power markets and grid modernization drives growth in GaN and SiC - TradingView

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www.tradingview.com 2026-06-04 TradingView

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Micron vs. Marvell: Only One AI Semiconductor Stock Is a Buy This June - TradingView

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www.tradingview.com 2026-06-04 TradingView

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Automakers, retailers warn US memory-chip shortage is impacting prices - TradingView

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www.tradingview.com 2026-06-04 TradingView

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