Semiconductor News & Analysis Feed
2088 articles
2026-06-03
thequantuminsider.com
2026-06-03
The Quantum Insider
PRESS RELEASE — Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA’s Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI systems. The int
2026-06-03
www.manilatimes.net
2026-06-03
The Manila Times
VANCOUVER, British Columbia, AUSTIN, Texas and SCANDIANO, Italy, June 03, 2026 (GLOBE NEWSWIRE) -- Inspire Semiconductor Holdings Inc. ("InspireSemi” or the "Company”) a chip design company that provides revolutionary high-performance, energy-efficient accelerated computing solutions for High Performance Computing (HPC), AI, graph analytics, and other compute-intensive workloads, will be exhibitin
2026-06-03
news.google.com
2026-06-03
Adam Tooze | Substack
2026-06-03
seekingalpha.com
2026-06-03
Seeking Alpha
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.heygotrade.com
2026-06-03
Gotrade
Marvell After the Nvidia $2B Stake: Re-Rating or Already Priced In?
Erwanto Khusuma
Gotrade Team
Jun 3, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Nvidia's $2B stake ties Marvell into its dominant AI platform.
NVLink Fusion validates Marvell's custom XPU roadmap and pipeline.
Re-rate or priced in depends on horizon and custom-silicon conviction.
Table of Contents
The Strategic Logic B
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
On June 03, 2026, NVIDIA Corp NVDA announced its collaboration with Infineon to integrate the Optiga Trusted Platform Module (TPM), SLB 9672, into Nvidia's Jetson Thor platform. This innovative security solution is designed to protect cryptographic keys and ensure system integrity by operating at the chip level. Through this integration, a certified, quantum-resilient root of trust is established,
2026-06-03
www.bisinfotech.com
2026-06-03
Bisinfotech
Home/ Semiconductor Component/ROHM’s SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance
ROHM’s SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance
Vaishali Chauhan June 3, 2026
2 minutes read
ROHM Co., Ltd. has announced that its 750 V SiC MOSFET has been adopted in a BBU (Battery Backup Unit) for AI server power supplies. With the rise of generative AI,
2026-06-03
enterpriseai.economictimes.indiatimes.com
2026-06-03
Indiatimes
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Foll
2026-06-03
www.indexbox.io
2026-06-03
IndexBox
As electricity takes over from fossil fuels in an expanding range of uses, engineers designing systems need switches and power converters capable of handling both elevated source voltages and more severe short-circuit and overvoltage events. Wide-bandgap semiconductors like gallium nitride (GaN) draw significant attention from device designers because their superior breakdown strength and higher t
2026-06-03
eetimes.com
2026-06-03
NSTC Minister Wu shares Taiwan's four-pillar shift from chipmaker to AI enabler.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.communicationstoday.co.in
2026-06-03
Communications Today
COMPANY NEWS
Huang warns of chip shortage as Chey vows to double production
June 03, 2026
NVIDIA CEO Jensen Huang warned that the global semiconductor supply shortage will persist for the time being. SK Group Chairman Chey Tae-won, a key partner of NVIDIA, stated, “We will expand production capacity twofold within five years.” Starting from Huang’s visit to Korea on the 5th, NVIDIA and Korean com
2026-06-03
www.prnewswire.com
2026-06-03
PR Newswire
ASRock Rack Unveils Next-Generation AI Infrastructure Powered by NVIDIA Vera CPU at COMPUTEX 2026 USA - English
NEWS PROVIDED BY
ASRock Rack Inc.
Jun 02, 2026, 23:11 ET
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TAIPEI, June 2, 2026 /PRNewswire/ -- ASRock Rack Inc., a leading innovative server company, today announced its latest portfolio of AI-native infrastructure designed for the era of agentic AI. Showcasi
2026-06-03
eetimes.com
2026-06-03
Photonics supercharges AI computing by shattering data bottlenecks.
2026-06-03
news.google.com
2026-06-03
Business Wire
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
news.google.com
2026-06-03
Business Wire
2026-06-03
www.msn.com
2026-06-03
MSN
Quick Read
TXN outpaces NVDA 76% to 19% year to date, powered by a Q1 data center revenue explosion of 90% year over year.
ADI's 55% year-to-date gain validates the AI broadening thesis beyond GPUs, while TXN's pending $7.6 billion SLAB acquisition extends its embedded processing reach.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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