Semiconductor News & Analysis Feed
3514 articles
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-01
www.specchemonline.com
2026-06-01
Speciality Chemicals Magazine
Feature article - America’s semiconductor facilities are being built: The speciality chemical supply chains that feed them are not
1st June 2026
Submitted by:
Andrew Warmington
The CHIPS Act has created the largest demand signal for speciality chemicals in a generation. Whether your company captures it is an operational question, not a chemistry one, says Stephen Ottley, managing director and h
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-06-01
siliconangle.com
2026-06-01
SiliconANGLE
Useful artificial intelligence has arrived, and if Nvidia Chief Executive Jensen Huang is right, it is about to reshape not only data centers but also the structure of the global economy and the tech labor market.
In his GTC Taipei 2026 keynote, Huang laid out his vision for the “age of agents,” agentic AI systems that don’t just answer questions but also observe, reason, plan and act across dist
2026-06-01
www.eejournal.com
2026-06-01
EEJournal
June 1, 2026
Infineon sets new benchmark for electric vehicle inverters and introduces first silicon carbide power module operating at 205°C
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) has achieved a new milestone in power modules for electric vehicle inverters: The company is introducing a new 1300 V silicon carbide (SiC) module within the HybridPACK™ Drive family that is capable of cont
2026-06-01
appleinsider.com
2026-06-01
AppleInsider
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2026-06-01
www.morningstar.com
2026-06-01
Morningstar
Home
News
Business Wire
Seoul Semiconductor's World-First 'HV Opto-Semiconductor' Powers Up Global Top 4 Automakers
Seoul Semiconductor's World-First 'HV Opto-Semiconductor' Powers Up Global Top 4 Automakers
Provided by Business Wire Jun 1, 2026, 9:00:00 PM
Seoul Semiconductor's World-First 'HV Opto-Semiconductor' Powers Up Global Top 4 Automakers
Seoul Semiconductor Co., Ltd. (KOSDAQ: 046890),
2026-06-01
www.electrive.com
2026-06-01
electrive.com
Automobile
EVs and more: European partners launch own semiconductor initiative
The Moore4Power consortium is launching one of Europe’s largest semiconductor research projects. Led by Infineon, the 62 partners aim to develop next-generation intelligent power electronics, including technologies for electric mobility applications.
Photo from the kick-off event of the Moore4Power project.
Image: Inf
2026-06-01
9to5mac.com
2026-06-01
9to5Mac
It was clear that the launch of the MacBook Neo at just $599 took most Windows PC makers by surprise. However, Dell appears to have had a strong suspicion of what was coming as the company has just launched its own direct competitor, (sort of) starting at the same price.
Apple also has a new rival when it comes to Apple Silicon. Nvidia has just announced its first ever PC chip which also aims to
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.blocksandfiles.com
2026-06-01
Blocks & Files
AI/ML
Nvidia supercharges BlueField 4 with AI agent security SW running on its silicon
Chris Mellor
BLOCKS & FILES EDITOR
Published Mon 1 Jun 2026 // 12:09 UTC
Nvidia’s Vera BlueField-4 STX protects AI Agents, context memory and file-based data access directly in silicon.
The BlueField-4 STX DPU has DOCA security capabilities to provide zero-trust file access, agent behavior visibility and netw
2026-06-01
www.macrumors.com
2026-06-01
MacRumors
Nvidia Challenges Apple Silicon With New RTX Spark PC Chip
Monday June 1, 2026 3:41 am PDT by Tim Hardwick
Nvidia is entering the consumer PC chip business for the first time and has thrown down the gauntlet to Apple, describing its new RTX Spark processor as "the most efficient PC chip ever built."
Nvidia says its RTX Spark Superchip is purpose-built to run AI agents that can work proactively
2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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2026-06-01
www.semiconductors.org
2026-06-01
Semiconductor Industry Association | SIA
SIA-Deloitte study estimates annual revenue from chips deployed in AI data centers could reach over $1.2 trillion by 2028, a nearly tenfold increase over four years
WASHINGTON, June 1, 2026 – The Semiconductor Industry Association (SIA), in partnership with Deloitte, today released a report finding the full range of semiconductor technologies are integral to artificial intelligence (AI), accounti
2026-06-01
www.azom.com
2026-06-01
AZoM
Sponsored by Molecular Vista
Reviewed by Andrea Salazar
Jun 1 2026
Advanced semiconductor devices depend on intricate 3D architectures made up of diverse material layers, each critical to overall chip performance.
The most popular methods for characterizing these structures are transmission electron microscopy (TEM) and scanning transmission electron microscopy (STEM), which are widely regarded
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
2026-06-01
stockstory.org
2026-06-01
StockStory
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2026-06-01
www.pcmag.com
2026-06-01
PCMag
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