Semiconductor News & Analysis Feed
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2026-06-04
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2026-06-04
The Motley Fool
Nvidia (
NVDA
3.58%
) has spent the past three years becoming the world's most valuable company on the back of one business: selling the chips that power artificial intelligence (AI) data centers. Now it wants the device on your desk.
At the Computex trade show in Taipei this week, Nvidia founder and CEO Jensen Huang unveiled RTX Spark, a new superchip built for Windows PCs -- a direct push into
2026-06-04
www.ktvb.com
2026-06-04
KTVB
LOCAL NEWS
Boise State University at center of new semiconductor workforce pipeline
The Pacific Intermountain Node for Semiconductor Education, or PINES, will connect universities, community colleges and industry partners to expand opportunities.
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Broadcom Drops After Earnings, as Its AI Chips Are Doubted. What's Next?
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Moomoo Insights
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Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse
$Bro
2026-06-04
www.msn.com
2026-06-04
MSN
Earnings Call Insights: Broadcom (AVGO) Q2 fiscal 2026
Management View
"In our fiscal Q2 2026, total revenue reached a record $22.2 billion, up 48% year-on-year, above our guidance on strength in AI semiconductors." (President, CEO & Executive Director Hock Tan)
"During the quarter, bookings for AI semiconductors were over $30 billion against the $10.8 billion we shipped." (President, CEO & Execu
2026-06-04
www.caixinglobal.com
2026-06-04
Caixin Global
Huawei Technologies Co. Ltd. recently threw a conceptual bombshell into the global semiconductor industry, unveiling the Tau (τ) Scaling Law as a radical paradigm for chip design.
By shifting from traditional two-dimensional planar scaling to three-dimensional architecture, the Chinese tech giant expects to match the performance of industry-leading 1.4-nanometer chips by 2031 using the new theore
2026-06-04
www.ad-hoc-news.de
2026-06-04
AD HOC NEWS
Microns, Trillion-Dollar
Micron's Trillion-Dollar Moment: HBM Sold Out, Analysts Aggressive, but Auto Market Share Slips
04.06.2026 - 03:13:17 | boerse-global.de
Micron Technology crosses $1 trillion market cap as AI memory demand soars, but insider selling and Samsung's automotive memory lead raise caution.
Micron's Trillion-Dollar Moment: HBM Sold Out, Analysts Aggressive, but Auto Market Shar
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
news.google.com
2026-06-04
South China Morning Post
2026-06-04
biz.chosun.com
2026-06-04
Chosunbiz
By
Lee Ho-jun
Published 2026.06.04. 09:59
HANMI Semiconductor sets up a booth at the 2026 Computex exhibition. /Courtesy of HANMI Semiconductor
HANMI Semiconductor took part in Taiwan's Computex for the first time and showcased High Bandwidth Memory (HBM) production equipment and next-generation packaging equipment.
HANMI Semiconductor said on the 4th that it participated in "Computex 2026," he
2026-06-04
9to5mac.com
2026-06-04
9to5Mac
A new report from The Information shares fresh details on how the new Gemini-powered Siri will work under the hood. Here are the details.
Apple doubles down on privacy assurances amid AI partnerships
A few days ago, The Information reported on some of the technical aspects behind Apple’s AI plans for WWDC, including how the company is expected to use Nvidia chips through Google Cloud for some Si
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
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2026-06-04
semiengineering.com
2026-06-04
Ann Mutschler
As threats evolve faster, protecting security algorithms from design through manufactur...
2026-06-04
eetimes.com
2026-06-04
Pablo Valerio
European electronic waste is being collected, but the economics of recycling are complex.
2026-06-04
semiengineering.com
2026-06-04
Liz Allan
Satellite constellations with extra onboard compute are several steps away from handlin...
2026-06-04
semiengineering.com
2026-06-04
Liz Allan
Time-sensitive networking and MACsec allow Auto Ethernet to handle safety-critical func...
2026-06-04
idahonews.com
2026-06-04
KBOI
BOISE, Idaho (CBS2) — At Boise State University's Micron Center for Materials Research, industry leaders in semiconductors and microelectronics announced the National Network for Microelectronics Education Pacific Intermountain, or NNME. One of the first "regional nodes" as part of a national initiative to build pathways to careers.
Idaho is joined by Washington, Oregon, Montana, Utah, Colorado,