Semiconductor News & Analysis Feed
6940 articles
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-04
www.bgr.com
2026-06-04
bgr.com
Technology
Artificial Intelligence
Nvidia Partnered With A Chinese Company To Build A 'Physical AI' Humanoid Robot
By Sead Fadilpasic June 3, 2026 12:17 pm EST
Nvidia
Nvidia has entered the humanoid robotics race. Through a partnership with Chinese startup Unitree, the U.S. chipmaker is developing a robotics system with an integrated reference design focused on academic research. The idea is to
2026-06-04
www.jonpeddie.com
2026-06-04
Jon Peddie Research
TechWatch is the front line of JPR information gathering service, comprising current stories of interest to the graphics industry spanning the core areas of graphics hardware and software, workstations, gaming, and design.
A subscription to TechWatch includes 4 hours of consulting time to be used over the course of the subscription.
JON PEDDIE RESEARCH
4 ST. GABRIELLE CT.
TIBURON, CALIFORNIA 949
2026-06-04
www.pcmag.com
2026-06-04
PCMag
Nvidia kicked Computex off with massive news: a full-scale consumer laptop play, powering a new class of power-user AI PCs with its RTX Spark superchip.
This isn't just about throwing an Nvidia sticker on a keyboard deck and dropping a jumped-up Arm chip inside. Nvidia’s move represents a major shift in laptop hardware. By taking the heavy-lifting AI components of Nvidia’s DGX Spark developer des
2026-06-04
www.msn.com
2026-06-04
MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices.
Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year.
Even with the recent drop, the stock is up more than sevenfold i
2026-06-04
www.newswire.com
2026-06-04
newswire.com
Vadzo Imaging Announces NIR LED Array Board Integration Service for Uniform Illumination in Biometric, Inspection, and Day-Night Vision Applications
PRESS RELEASE • JUN 3, 2026 16:00 UTC
Vadzo Imaging introduces an OEM engineering program that combines precision configured NIR LED array boards with a portfolio of monochrome NIR camera products spanning MIPI, USB 3.0 and GigE interfaces. The servi
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
tomshardware.com
2026-06-04
Joe Shields
Tom's Hardware stopped by the ASRock booth, and was greeted by a wide variety of products at this year's Computex.
2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Nvidia’s (NASDAQ: NVDA) launch of its RTX Spark AI PC superchip targeting Windows on Arm has raised fresh concerns about competitive pressure on Qualcomm’s (NASDAQ: QCOM) Snapdragon X processors.
The launch came in late May and early June 2026, coinciding with Qualcomm’s introduction of its Dragonfly AI data-center brand and the company’s broader push to highlight its AI ambitions.
Rep. McCaul:
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
3.62%
) and Micron Technology (
MU
+1.56%
) have been at the center of the artificial intelligence (AI) infrastructure boom in recent years, as they design and manufacture mission-critical chips that help run AI applications.
Not surprisingly, shares of both companies have delivered stellar returns. Nvidia stock has shot up 492% over the past three years. Micron, on the other hand,
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.mlex.com
2026-06-03
MLex
( June 3, 2026, 15:32 GMT | Official Statement) -- MLex Summary: The US Commerce Department finalized definitive agreements with USA Rare Earth, a US rare earth mineral mining and manufacturing company, to continue to build out heavy rare earth mining projects. The agreements secured up to $1. 6 billion in funding under the CHIPS Act. See attached. . . .
2026-06-03
www.mlex.com
2026-06-03
MLex
( June 3, 2026, 15:32 GMT | Official Statement) -- MLex Summary: The US Commerce Department finalized definitive agreements with USA Rare Earth, a US rare earth mineral mining and manufacturing company, to continue to build out heavy rare earth mining projects. The agreements secured up to $1. 6 billion in funding under the CHIPS Act. See attached. . . .
2026-06-03
www.cultofmac.com
2026-06-03
Cult of Mac
Nvidia finally gives Apple silicon a real competitor
BY ANURAG CHAWAKE • 8:26 AM, JUNE 3, 2026
NEWS
RTX Spark laptops will arrive this fall, potentially offering all-day battery life on Windows laptops.
Image: Nvidia
Apple has been making some of the best laptop chips for years, but Nvidia’s new ARM-based RTX Spark processor might finally give the MacBook a real fight.
For Mac users, the annou
2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
ca.finance.yahoo.com
2026-06-03
Yahoo! Finance Canada
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2026-06-03
uk.finance.yahoo.com
2026-06-03
Yahoo Finance UK
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2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Enables the Next Era Of Physical AI Research With Agent Skills For Autonomous Vehicles, Robotics And Vision AI
New physical AI agent skills, powered by NVIDIA Cosmos 3, help researchers accelerate data generation, simulation, policy training and evaluation for autonomous system development.
June 3, 2026 by Pranjali Joshi
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At CVPR, NVIDIA is unveiling new physical AI agent skills t
2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Research Unlocks Advanced Grasping, Smarter Autonomous Driving and Agent Training at Scale
New NVIDIA Research breakthroughs show how training at scale — across gripper types, driving scenarios and virtual worlds — creates AI that generalizes to diverse applications.
June 3, 2026 by Isha Salian
0
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What makes a robot gripper useful isn’t that it can pick up one object — it’s that it