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
marketscreener.com
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2026-06-04
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2026-06-04
Investing.com
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2026-06-04
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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"
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Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management]
As resolving bottlenecks in memory semi
2026-06-04
www.msn.com
2026-06-04
MSN
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2026-06-04
www.fdd.org
2026-06-04
Foundation for Defense of Democracies
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2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
Taiwan Semiconductor Manufacturing Co. (TSMC) told shareholders on June 4 that the AI surge is creating major opportunities, but also leaving TSMC with the bulk of the investment and operating burden. Chairman C.C. Wei said the company's long-term edge still...
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2026-06-04
m.techflowpost.com
2026-06-04
深潮TechFlow
Broadcom’s Q3 guidance misses expectations by $1.2 billion, plunging over 13% after hours—has the AI narrative “cooled”?
2026.06.04
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Broadcom’s Q3 guidance
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For the A-share optical module sector, Chen Fuyang’s remarks on AI networking business during the conference call may be more damaging than the overall AI g
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
www.wsj.com
2026-06-04
WSJ
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2026-06-04
www.tweaktown.com
2026-06-04
TweakTown
NVIDIA's RTX Spark is going directly after the MacBook Pro, with flagship N1x systems expected to start at $2,899
Entry-level RTX Spark systems could start around $1,799, with flagship N1x laptops near $2,899, putting them squarely in MacBook Pro territory.
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Hassam Nasir
Tech Reporter
Published Jun 3, 2026 11:02 PM CDT
1 minute & 45 seconds read time
TL;DR: NVIDIA's RTX Spark platf
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.msn.com
2026-06-04
MSN
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2026-06-04
www.tradingkey.com
2026-06-04
TradingKey
SK Group Chairman Chey Tae-won and TSMC Chairman C.C. Wei agreed to expand cooperation in High Bandwidth Memory (HBM) and advanced packaging to meet AI technology trends. SK Hynix will integrate its HBM technology with TSMC's advanced packaging, both increasing capacity. The HBM market is projected to grow significantly, yet supply remains tight. This partnership aims to solidify SK Hynix's leader
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
消息面上，随着英伟达等AI芯片功耗飙升，传统硅基电源架构已触及物理极限。行业正加速向800V高压直流(HVDC)架构过渡，碳化硅成为AI服务器固态变压器及电源管理的必选材料。英飞凌、意法半导体等巨头明确表示，AI数据中心的部署导致多款功率器件出现严重供应短缺。
公开资料显示，天岳先进在8英寸碳化硅衬底领域占据全球领先份额，12英寸完成样品研发、送样、小批量试样供货。据悉，天岳先进的12英寸SiC衬底进入台积电供应链验证阶段，作为下一代CoWoS中介层备选方案开展送样测试。用作替代硅中介层以解决高性能GPU的散热瓶颈。
Tianyue Advanced Materials (02631.HK) rose nearly 7% in early trading. As of the time of writing, it was up 3.27% at HK$104.1, with a tr
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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