Semiconductor News & Analysis Feed
1136 articles
2026-06-04
asia.nikkei.com
2026-06-04
Nikkei Asia
Chipmaker says it will not raise prices like 'memory chip guys' amid AI demand surge
TSMC Chairman and CEO C.C. Wei attends the company’s annual general meeting in Hsinchu, Taiwan, on June 4. (Photo by Ken Kobayashi)
HSINCHU, Taiwan -- Taiwan Semiconductor Manufacturing Co.'s Chairman and CEO C.C. Wei said it will take a long time for Elon Musk's plan to build massive, cutting-edge chip plants f
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
www.moomoo.com
2026-06-04
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Broadcom Drops After Earnings, as Its AI Chips Are Doubted. What's Next?
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Moomoo Insights
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Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse
$Bro
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.theinformation.com
2026-06-04
The Information
Anthropic’s Mythos Is a Security Powerhouse. It’s Also a Budget Buster
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2026-06-04
www.theverge.com
2026-06-04
The Verge
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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
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Jensen Huang, chief executive officer of Nvidia Corp. Bloomberg via Getty Images
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Computex 2026: All the news and announcements
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Sean Holliste
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
tomshardware.com
2026-06-03
Jake Roach
AMD welcomes Nvidia into the market with RTX Spark, saying that its Strix Halo and upcoming Gorgon Halo products will be superior.
2026-06-03
sg.finance.yahoo.com
2026-06-03
Yahoo Finance Singapore
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2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
autonews.gasgoo.com
2026-06-03
Gasgoo
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Aptiv Further Expands Partnership with NVIDIA
NVIDIA
Aptiv Further Expands Partnership with NVIDIA
Edited by Taylor From Gasgoo
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June 3 , 2026 21:08 BJT
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Gasgoo Munich-Aptiv announced on June 1 that it is expanding its partnership with NVIDIA, aiming to drive a comprehensive upgrade of the NVIDIA Jetson platform—including next-generation offerings like J
2026-06-03
www.benzinga.com
2026-06-03
Benzinga
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2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.benzinga.com
2026-06-03
Benzinga
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2026-06-03
www.heygotrade.com
2026-06-03
Gotrade
Marvell After the Nvidia $2B Stake: Re-Rating or Already Priced In?
Erwanto Khusuma
Gotrade Team
Jun 3, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Nvidia's $2B stake ties Marvell into its dominant AI platform.
NVLink Fusion validates Marvell's custom XPU roadmap and pipeline.
Re-rate or priced in depends on horizon and custom-silicon conviction.
Table of Contents
The Strategic Logic B
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Broadcom (NASDAQ: AVGO) posted a gain of nearly 3% on Monday, emerging as one of the session’s standout performers in a market defined by sharp moves across technology stocks.
Micron (NASDAQ: MU) surged more than 6.6% on the day, making it one of the strongest individual performers among major semiconductor names during the session.
Archaeologists uncover centuries of history beneath Notre-Dame
2026-06-03
www.heygotrade.com
2026-06-03
Gotrade
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