Semiconductor News & Analysis Feed
14326 articles
2026-06-04
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
2026-06-04
www.notebookcheck.net
2026-06-04
Notebookcheck
Mobile workstation with Nvidia RTX PRO 2000 - Lenovo ThinkPad P16v Gen 3 review
The ThinkPad P16v Gen 3 is a mobile workstation from Lenovo. There have been savings in some areas, such as the housing materials or the graphics and cooling performance. Nevertheless, the price is more than 2,800 Euros (~$3248). In our test, we find out whether this is justified.
Intel Core Ultra 7 255H, NVIDIA RTX PR
2026-06-04
www.notebookcheck.net
2026-06-04
Notebookcheck
Massive improvements thanks to Intel Arrow Lake: Lenovo ThinkPad P14s Gen 6 laptop review
Last year, Lenovo introduced the 14.5-inch Lenovo ThinkPad P14s Gen 5 with a dedicated Nvidia GPU, which also featured a large battery and dual fan cooling. The new iteration, the Lenovo ThinkPad P14s Gen 6, includes more efficient Intel Arrow Lake H CPUs and Nvidia RTX Pro Blackwell graphics.
Intel Core Ultr
2026-06-04
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
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
siliconangle.com
2026-06-04
SiliconANGLE
Nvidia Corp. has bagged itself another artificial intelligence startup, acquiring four-year-old model maker Kumo AI Inc.
The company designs AI models focused on making extremely accurate business predictions. It’s the latest in a string of startups acquired by the chipmaker in the last couple of years. Nvidia didn’t disclose the terms of the acquisition, but the deal has already been finalized,
2026-06-04
www.heygotrade.com
2026-06-04
Gotrade
AI Investment Theme: Nvidia, Japan, and Long-Term Picks
Rendy Andriyanto
Gotrade Team
Jun 4, 2026
Reviewed by Gotrade Internal Analyst
Gotrade News - The AI investment theme heats up as Nvidia moves to reinvent the PC with its RTX Spark superchip. Nvidia's data center revenue hit $75.2 billion last quarter.
The shift toward on-device agentic AI opens fresh opportunities across the chip and cloud
2026-06-04
www.msn.com
2026-06-04
MSN
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides an AI boom, its chief executive said on Thursday.
C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, said
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
markets.financialcontent.com
2026-06-04
FinancialContent
Mitsubishi Electric to Ship 5th-generation SiC-MOSFET Bare Die Samples
By:
Mitsubishi Electric Corporation
via
Business Wire
June 03, 2026 at 23:00 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
Industry-leading low on-resistance, approx. 25% less than existing products, enhances xEV power e
2026-06-04
news.google.com
2026-06-04
Business Wire
2026-06-04
www.daily-tribune.com
2026-06-04
The Daily Tribune News
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
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2026-06-04
Yahoo Finance Australia
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
Huawei's recently proposed "Tau Law" suggests that reducing signal transmission distance, combined with heterogeneous integration and system-level optimisation, can enhance computing power and energy efficiency. The concept is increasingly seen as a key route...
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
China's silicon carbide (SiC) substrate manufacturers continue to slash prices despite already operating on razor-thin margins, underscoring the intensity of a price war reshaping the global compound semiconductor industry.
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2026-06-04
asia.nikkei.com
2026-06-04
Nikkei Asia
Chipmaker says it will not raise prices like 'memory chip guys' amid AI demand surge
TSMC Chairman and CEO C.C. Wei attends the company’s annual general meeting in Hsinchu, Taiwan, on June 4. (Photo by Ken Kobayashi)
HSINCHU, Taiwan -- Taiwan Semiconductor Manufacturing Co.'s Chairman and CEO C.C. Wei said it will take a long time for Elon Musk's plan to build massive, cutting-edge chip plants f
2026-06-04
mediaselangor.com
2026-06-04
mediaselangor.com
HSINCHU, June 4 — The Taiwan Semiconductor Manufacturing Company (TSMC) the world's largest contract chipmaker, has said that it is confident in its growth over the next few years, driven by robust demand for computing power and advanced semiconductors, as it rides an artificial intelligence (AI) boom.
Chief Executive Che-Chia Wei, speaking at its annual shareholders' meeting in the northern Taiw