Semiconductor News & Analysis Feed
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2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
CNA
Business
Automakers, retailers warn US memory-chip shortage is impacting prices
FILE PHOTO: Automobiles drive in heavy traffic along the Long Island Expressway in the Queens borough of New York, U.S., November 20, 2018. REUTERS/Shannon Stapleton/File Photo
04 Jun 2026 12:39AM
(Updated: 04 Jun 2026 01:53AM)
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2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-04
www.pcmag.com
2026-06-04
PCMag
Nvidia kicked Computex off with massive news: a full-scale consumer laptop play, powering a new class of power-user AI PCs with its RTX Spark superchip.
This isn't just about throwing an Nvidia sticker on a keyboard deck and dropping a jumped-up Arm chip inside. Nvidia’s move represents a major shift in laptop hardware. By taking the heavy-lifting AI components of Nvidia’s DGX Spark developer des
2026-06-04
www.msn.com
2026-06-04
MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices.
Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year.
Even with the recent drop, the stock is up more than sevenfold i
2026-06-04
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2026-06-04
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2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
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. . . .