Semiconductor News & Analysis Feed
10287 articles
2026-06-04
news.google.com
2026-06-04
Demócrata
2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
www.quiverquant.com
2026-06-04
Quiver Quantitative
Sector Reaction: Social media participants observed a notable pullback in Applied Optoelectronics shares after NVIDIA leadership suggested extended use of copper in data centers. Analysts on the platform clarified that the remarks addressed supply sequencing rather than a shift away from optics. They pointed to NVIDIA's own investments in related firms as evidence of ongoing commitment to the opti
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
quantumcomputingreport.com
2026-06-04
Quantum Computing Report
Infineon Technologies AG has integrated its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA’s Jetson Thor processing platform. Designed to isolate cryptographic assets and monitor system state parameters at the silicon level, the hardware module serves as a certified root of trust for robotics and Physical AI systems. The architecture provides robotic fleet operators with cryptographic
2026-06-04
news.google.com
2026-06-04
investingLive
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
news.arizona.edu
2026-06-04
University of Arizona News
U of A joins national semiconductor workforce training hub
College of Engineering and the Arizona Commerce Authority
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Mark Van Dyke (far right), associate dean of research in the College of Engineering and professor of biomedical engineering, represents the University of Arizona at the NNME Southwest Node press conference on May 27.
The University o
2026-06-04
news.google.com
2026-06-04
PlasticsToday
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
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
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.bloomberg.com
2026-06-03
Bloomberg.com
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2026-06-03
letsdatascience.com
2026-06-03
Let's Data Science
INFRASTRUCTURE
amkor
advanced packaging
osat
chips act
Amkor Technology Trades Cheap Despite AI Packaging Importance
1 sources
|
June 3, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Seeking Alpha reports that Amkor Technology (AMKR) trades at about 2.35x forward revenue and, in the article's thesis, is growing at 27.5% year-over-year, positioning
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
www.indexbox.io
2026-06-03
IndexBox
BRUSSELS - On June 3, 2026, the European Commission unveiled the European Chips Act 2.0, a significant advancement in Europe's drive to boost semiconductor competitiveness, resilience, and technological autonomy. The policy was introduced at the SEMI Europe Policy Forum in Brussels, a high-profile event organized by SEMI Europe that gathered leading figures from the semiconductor sector, policymak
2026-06-03
tomshardware.com
2026-06-03
Luke James
Samsung displayed its first physical mockup of HBM5 memory at Computex 2026 in Taipei, pairing the eighth-generation AI memory with a new in-package cooling structure.