Semiconductor News & Analysis Feed
5522 articles
2026-06-04
letsdatascience.com
2026-06-04
Let's Data Science
INFRASTRUCTURE
dram
hbm
micron
ai infrastructure
Micron Benefits From AI-Driven Memory Demand Surge
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June 4, 2026
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According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr
2026-06-04
simplywall.st
2026-06-04
simplywall.st
__fail__
2026-06-04
www.indiatoday.in
2026-06-04
India Today
HomeTechnologyNewsTSMC CEO warns AI demand is so high, chip shortage can last for years
TSMC CEO warns AI demand is so high, chip shortage can last for years
TSMC has said AI-driven chip demand will continue to exceed supply for years. The warning points to sustained pressure on electronics prices despite new US capacity.
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TSMC CEO CC Wei says AI-driven chip demand will outpace supply
2026-06-04
www.indiatoday.in
2026-06-04
India Today
The AI boom has not only troubled professionals, as companies lay off workers to ramp up spending on AI infrastructure, but it has also triggered a massive surge in demand for chips and memory. That growing demand has contributed to higher prices for electronic devices such as laptops, smartphones, gaming consoles, and more. And if the latest comments from Taiwan Semiconductor Manufacturing Compan
2026-06-04
www.marketscreener.com
2026-06-04
marketscreener.com
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2026-06-04
www.gurufocus.com
2026-06-04
GuruFocus
On June 04, 2026, Mitsubishi Electric Corp MIELY announced plans to start shipping samples of its new 5th-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form by late June. These components are engineered for inverters in electric vehicles, plug-in hybrids, and other electrified vehicles. The new transistors boast a low on-resistance that is
2026-06-04
www.01net.it
2026-06-04
01net
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2026-06-04
www.mk.co.kr
2026-06-04
매일경제
"The very question facing the AI semiconductor industry is changing... From the perspective of faster HBM and larger GPUs, attention is shifting toward inference and Agentic AI stages" "The challenge is no longer who can make the better GPU, but how AI systems should operate"
사진 확대
Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management]
As resolving bottlenecks in memory semi
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
__fail__
2026-06-04
www.automotiveworld.com
2026-06-04
Automotive World
Silicon carbide is emerging as a primary performance arena for xEV inverter suppliers, with on-resistance now tied to vehicle range
June 4, 2026
Mitsubishi Electric will begin shipping samples of fifth-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form from late June. The devices target inverters for drive motors and eAxles in electrified
2026-06-04
www.wsj.com
2026-06-04
WSJ
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2026-06-04
www.notebookcheck.net
2026-06-04
Notebookcheck
Mobile workstation with Nvidia RTX PRO 2000 - Lenovo ThinkPad P16v Gen 3 review
The ThinkPad P16v Gen 3 is a mobile workstation from Lenovo. There have been savings in some areas, such as the housing materials or the graphics and cooling performance. Nevertheless, the price is more than 2,800 Euros (~$3248). In our test, we find out whether this is justified.
Intel Core Ultra 7 255H, NVIDIA RTX PR
2026-06-04
www.notebookcheck.net
2026-06-04
Notebookcheck
Massive improvements thanks to Intel Arrow Lake: Lenovo ThinkPad P14s Gen 6 laptop review
Last year, Lenovo introduced the 14.5-inch Lenovo ThinkPad P14s Gen 5 with a dedicated Nvidia GPU, which also featured a large battery and dual fan cooling. The new iteration, the Lenovo ThinkPad P14s Gen 6, includes more efficient Intel Arrow Lake H CPUs and Nvidia RTX Pro Blackwell graphics.
Intel Core Ultr
2026-06-04
news.google.com
2026-06-04
Business Wire
2026-06-04
www.daily-tribune.com
2026-06-04
The Daily Tribune News
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Mitsubishi Electric to Ship 5th-generation SiC-MOSFET Bare Die Samples
6 hrs ago
Mitsubishi Electric Corporation (TOKYO: 6503) ann
2026-06-04
markets.financialcontent.com
2026-06-04
FinancialContent
Mitsubishi Electric to Ship 5th-generation SiC-MOSFET Bare Die Samples
By:
Mitsubishi Electric Corporation
via
Business Wire
June 03, 2026 at 23:00 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
Industry-leading low on-resistance, approx. 25% less than existing products, enhances xEV power e
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
semiengineering.com
2026-06-04
Ann Mutschler
As threats evolve faster, protecting security algorithms from design through manufactur...
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
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