Semiconductor News & Analysis Feed
590 articles
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.theverge.com
2026-06-04
The Verge
TECH
NEWS
MICROSOFT
Nvidia is already planning N2X and N3X chips — the goal is the Star Trek computer
“It’s like Scotty talking to that mouse,” says Nvidia’s CEO.
by
Sean Hollister
Jun 4, 2026, 4:03 AM GMT+8
18
18
Comments (All New)
Jensen Huang, chief executive officer of Nvidia Corp. Bloomberg via Getty Images
Part Of
Computex 2026: All the news and announcements
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Sean Holliste
2026-06-04
www.abhs.in
2026-06-04
abhs.in
Tech Geopolitics
AI Infrastructure
Semiconductors
EU Tech Sovereignty Package: CADA Triples DCs, Chips Act 2.0
Abhishek Gautam
·
June 4, 2026
·
11 min read
QUICK SUMMARY
On June 3, 2026 the EU launched its Tech Sovereignty Package: Cloud and AI Development Act to triple data centre capacity, Chips Act 2.0, and an EU Open Source Strategy.
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Liberation Day Tariffs: One Year On, Supreme C
2026-06-04
finance.yahoo.com
2026-06-04
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
www.mlex.com
2026-06-03
MLex
( June 3, 2026, 15:32 GMT | Official Statement) -- MLex Summary: The US Commerce Department finalized definitive agreements with USA Rare Earth, a US rare earth mineral mining and manufacturing company, to continue to build out heavy rare earth mining projects. The agreements secured up to $1. 6 billion in funding under the CHIPS Act. See attached. . . .
2026-06-03
www.mlex.com
2026-06-03
MLex
( June 3, 2026, 15:32 GMT | Official Statement) -- MLex Summary: The US Commerce Department finalized definitive agreements with USA Rare Earth, a US rare earth mineral mining and manufacturing company, to continue to build out heavy rare earth mining projects. The agreements secured up to $1. 6 billion in funding under the CHIPS Act. See attached. . . .
2026-06-03
www.bitget.com
2026-06-03
Bitget
According to Odaily, the “New Stock God” Serenity stated on platform X that the EU Chips Act 2.0 proposal has been officially released, with photonic technology recognized as a structural component of EU policy. This brings long-term benefits to the photonics industry. The proposal explicitly supports the development of photonic integrated circuits and related technologies, such as building and st
2026-06-03
www.reuters.com
2026-06-03
Reuters
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2026-06-03
www.tradingview.com
2026-06-03
TradingView
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
news.google.com
2026-06-03
Stock Titan
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
simplywall.st
2026-06-03
simplywall.st
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2026-06-03
news.google.com
2026-06-03
Bits&Chips
2026-06-03
www.thomasnet.com
2026-06-03
Thomasnet
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2026-06-03
www.wsj.com
2026-06-03
WSJ
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2026-06-03
www.ad-hoc-news.de
2026-06-03
AD HOC NEWS
Infineon’s, New
Infineon’s New Silicon Carbide Chips Target the Power Grid Inside AI Data Centers
03.06.2026 - 10:00:53 | boerse-global.de
Infineon introduces 750V/1200V CoolSiC JFETs for AI data center power infrastructure, enabling solid-state circuit breakers and hot-swap designs; shares surged 129% YTD.
Unity setzt auf KI: Von Spielen bis zur Fabrik - Bild: über boerse-global.de
Infineon is
2026-06-03
news.google.com
2026-06-03
Longbridge
2026-06-03
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2026-06-03
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Intel tries to loosen Nvidia’s AI grip with chips that keep computing off the public cloud
At Computex 2026, Intel unveiled an ambitious AI chip offensive spanning PCs, robotics and edge devices, promoting local AI ov