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Trending Companies
NVIDIA95 SK Hynix38 Micron Technology28 Samsung28 TSMC25 Micron21 AMD19 Apple18 Intel18 Microsoft13 Samsung Electronics11 Google11 Applied Materials11 SpaceX10 Anthropic10
Trending Technologies
EUV74 3nm68 AI29 HBM29 GPU23 DRAM23 AI chips23 memory chips16 HBM48 AI accelerators7 data center7 DDR57 Semiconductor6 NAND flash5 RISC-V5
2026-06-03
Not Nvidia. Not Micron. This Underrated Artificial Intelligence (AI) Infrastructure Stock Will Be the Biggest Winner of 2026 - The Motley Fool
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www.fool.com 2026-06-03 The Motley Fool
Nvidia ( NVDA 3.62% ) and Micron Technology ( MU +1.56% ) have been at the center of the artificial intelligence (AI) infrastructure boom in recent years, as they design and manufacture mission-critical chips that help run AI applications. Not surprisingly, shares of both companies have delivered stellar returns. Nvidia stock has shot up 492% over the past three years. Micron, on the other hand,
Artificial IntelligenceSemiconductorAI InfrastructureNVIDIAMicron TechnologyDell TechnologiesGPUData Center
2026-06-03
Not Nvidia. Not Micron. This Underrated Artificial Intelligence (AI) Infrastructure Stock Will Be the Biggest Winner of 2026 - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
Qualcomm Plagued by Margin Woes, Demand Softness: Time to Rethink? - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
US Commerce finalizes $1.6 billion CHIPS Act funds for USA Rare Earth - MLex
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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. . . .
semiconductor industryrare earthCHIPS ActUS manufacturingsupply chain securityenergy securityrare earth mininggovernment investment
2026-06-03
US Commerce finalizes $1.6 billion CHIPS Act funds for USA Rare Earth - MLex
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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. . . .
Semiconductor IndustryRare EarthCHIPS ActUS ManufacturingSupply Chain SecurityEnergy SecurityRare Earth MiningManufacturing Investment
2026-06-03
Samsung shows first HBM5 mockup with Heat Path Block cooling
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tomshardware.com 2026-06-03 Luke James
Samsung displayed its first physical mockup of HBM5 memory at Computex 2026 in Taipei, pairing the eighth-generation AI memory with a new in-package cooling structure.
High-Bandwidth MemoryHBM5Thermal ManagementMemory TechnologySemiconductor ManufacturingSamsungSK HynixAI Memory
2026-06-03
RTX Spark chip: Nvidia finally gives Apple silicon a real competitor - Cult of Mac
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www.cultofmac.com 2026-06-03 Cult of Mac
Nvidia finally gives Apple silicon a real competitor BY ANURAG CHAWAKE • 8:26 AM, JUNE 3, 2026 NEWS RTX Spark laptops will arrive this fall, potentially offering all-day battery life on Windows laptops. Image: Nvidia Apple has been making some of the best laptop chips for years, but Nvidia’s new ARM-based RTX Spark processor might finally give the MacBook a real fight. For Mac users, the annou
NVIDIAApple SiliconRTX SparkWindows LaptopsAI ChipARM ArchitectureGPUCPU
2026-06-03
Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead - 24/7 Wall St.
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247wallst.com 2026-06-03 24/7 Wall St.
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2026-06-03
Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
JP Morgan raises ASML estimates as chipmaker signals it can supply far more EUV tools than previously guided - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-06-03 Yahoo! Finance Canada
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2026-06-03
JP Morgan raises ASML estimates as chipmaker signals it can supply far more EUV tools than previously guided - Yahoo Finance UK
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uk.finance.yahoo.com 2026-06-03 Yahoo Finance UK
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2026-06-03
"New Stock God" Serenity: Photonics-related stocks may gradually benefit within 3 to 15 months after the release of the EU CHIPS Act - Bitget
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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
EU Chips ActPhotonicsPhotonic Integrated CircuitsAI Data CentersCo-Packaged OpticsSilicon PhotonicsSemiconductor ManufacturingEuropean Semiconductor Industry
2026-06-03
Micron Technology: How High Can The Stock Realistically Soar? - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
JEDEC® Releases New SiC Guidelines to Improve Reliability and Evaluation in Power Electronics - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
JEDEC® Releases New SiC Guidelines to Improve Reliability and Evaluation in Power Electronics - Yahoo Finance UK
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uk.finance.yahoo.com 2026-06-03 Yahoo Finance UK
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2026-06-03
Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
Micron Stock's Next Leg Higher Could Hinge On A New Kind of Deal - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
Nvidia, The Laggard Who Won - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
Nvidia, The Laggard Who Won - Trefis
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www.trefis.com 2026-06-03 Trefis
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2026-06-03
Texas Instruments Is a Major Winner of the AI Power Bottleneck, Investors Just Aren’t Seeing It Yet - Yahoo Finance
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finance.yahoo.com 2026-06-03 Yahoo Finance
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