Semiconductor News & Analysis Feed
14479 articles
2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Super Micro Computer launched its rack-scale Helios platform at Computex 2026, built on Advanced Micro Devices’ (NASDAQ: AMD) Instinct MI455X GPUs and EPYC CPUs.
The Helios platform targets hyperscale AI infrastructure designed for large language model training, inference, and broader AI workloads at scale.
White House launches UFO-themed Aliens.gov: An ICE arrest tracker
Submit a Press Release
2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
eetimes.com
2026-06-04
InchFab's mini fabs are cost-competitive with larger 8-inch wafer fabs at the half-micron and larger nodes.
2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Credit: CoreWeave
CoreWeave, Inc. (NASDAQ: CRWV) shares surged roughly 14% after the company announced it had become the first AI cloud provider to complete bring-up and full system-level validation of NVIDIA (NASDAQ: NVDA) Vera Rubin NVL72.
The Vera Rubin NVL72 platform combines 72 Rubin GPUs and 36 Vera CPUs connected through NVIDIA’s next-generation NVLink architecture, delivering better infe
2026-06-04
news.google.com
2026-06-04
EE Times Asia
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown of the report.Q4 Earnings: Unity said fourth-quarter revenue increased 35% year-over-year to $609 million, beating the consensus estimate of $562.71 million. The company reported a quarterly loss of 66 cents per share.
Due to copyright issues, news from Dow Jones is temporarily unavai
2026-06-04
asiatimes.com
2026-06-04
Asia Times
Washington has moved to close a one-year-old loophole that allowed Chinese technology companies to acquire banned high-end Nvidia graphics processing units (GPUs) by routing purchases through subsidiaries based in Singapore and Malaysia.
The US Commerce Department’s Bureau of Industry and Security (BIS) issued guidance on May 31 clarifying that export licenses are required for advanced computing
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
sg.finance.yahoo.com
2026-06-04
Yahoo Finance Singapore
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2026-06-04
www.marketbeat.com
2026-06-04
MarketBeat
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2026-06-04
www.idahoednews.org
2026-06-04
Idaho Education News
America needs more workers in the microelectronics and semiconductor sectors — and soon.
By 2030, the shortage of workers could reach 157,000 nationally, according to a recent study.
Boise State University could play a regional and national role in addressing this shortfall, under a partnership announced Wednesday. Boise State will head a nine-state collaboration designed to draw students into h
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-04
www.theglobeandmail.com
2026-06-04
The Globe and Mail
On May 27, 2026, Texas Instruments’ board appointed long-time executive Julie Knecht as senior vice president and chief financial officer, with the role effective August 1, 2026. She will also continue as chief accounting officer, reflecting the company’s preference for promoting experienced internal talent into top finance leadership roles.
Knecht, 54, has been with Texas Instruments for more th
2026-06-04
www.msn.com
2026-06-04
MSN
More on Broadcom
Broadcom: Still A Buyer At 61x, But The Print Has To Be Flawless
Broadcom Q2: Why The FY 2027 $100B Target May Already Be Obsolete
Broadcom: The Dual Moat Is Still Undervalued
Broadcom slides even as Q2 results, guidance top Wall Street's forecast
Broadcom Non-GAAP EPS of $2.44 beats by $0.04, revenue of $22.19B beats by $70M
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.cnbc.com
2026-06-04
CNBC
Printed circuit boards sit underneath almost every chip, a necessity in nearly every electronic. They make up a quiet but crucial piece of the booming artificial intelligence market, and represent a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia
and others, are made in China.
Circuit boards present all sorts of opportunities for adversaries to sneak through malici
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Your personal portfolio doesn't necessarily need to mirror a billionaire investor's holdings. But let's face it -- they manage billion-dollar portfolios for a reason.
And that's what makes Stanley Druckenmiller's current positions so interesting to investors on the hunt for a new pick. The former hedge fund manager doesn't own the obvious and usual suspects, such as Nvidia or Alphabet, even thoug
2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-04
fortune.com
2026-06-04
Fortune
Nvidia has acquired Kumo AI, a small, four-year-old startup that develops foundation models designed to make accurate business predictions, according to two sources familiar with the deal.
Kumo’s three co-founders, Vanja Josifovski, Hema Raghavan, and Jure Leskovec, transitioned to Nvidia last month, the sources said. While the founders’ LinkedIn profiles have been updated, and now describe them
2026-06-04
www.cloudmagazin.com
2026-06-04
Cloudmagazin
RATGEBER
**Reducing GPU Costs for AI Inference: FP8, FP4, and vLLM**
3 Juni 2026
8 min read
Training costs for a model are one-time, but inference costs accrue every day. That’s where the math is shifting: with native FP4 Tensor Cores on NVIDIA Blackwell and a serving layer like vLLM that leverages these formats, GPU hours and latency can be significantly reduced-without retraining the model. Fo