Semiconductor News & Analysis Feed
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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
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
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2026-06-04
Yahoo Finance
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2026-06-04
Bloomberg.com
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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
2026-06-04
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2026-06-04
Yahoo Finance
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2026-06-04
Investing.com
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2026-06-04
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2026-06-04
Reuters
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2026-06-04
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Yahoo Finance
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2026-06-04
MarketBeat
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MarketBeat
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2026-06-04
MarketBeat
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2026-06-04
www.fool.com
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
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
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2026-06-04
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Broadcom Drops After Earnings, as Its AI Chips Are Doubted. What's Next?
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Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse
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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
news.google.com
2026-06-04
South China Morning Post