Semiconductor News & Analysis Feed
3943 articles
2026-06-04
www.channelnewsasia.com
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
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
www.fool.com
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.jonpeddie.com
2026-06-04
Jon Peddie Research
TechWatch is the front line of JPR information gathering service, comprising current stories of interest to the graphics industry spanning the core areas of graphics hardware and software, workstations, gaming, and design.
A subscription to TechWatch includes 4 hours of consulting time to be used over the course of the subscription.
JON PEDDIE RESEARCH
4 ST. GABRIELLE CT.
TIBURON, CALIFORNIA 949
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
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp chief executive officer Jensen Huang (黃仁勳) touted “insane” returns for investors willing to bet on the artificial intelligence (AI) boom, seeking to dispel lingering concerns around the big sums spent on AI and its long-term profitability.
The Nvidia cofounder, who has spent much of the week at the Computex Taipei exhibition proselytizing about how AI would revolutionize economies and
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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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. . . .
2026-06-03
tomshardware.com
2026-06-03
Luke James
Samsung displayed its first physical mockup of HBM5 memory at Computex 2026 in Taipei, pairing the eighth-generation AI memory with a new in-package cooling structure.
2026-06-03
tomshardware.com
2026-06-03
Brandon Hill
Computex 2026 is in full swing in Taipei
2026-06-03
www.cultofmac.com
2026-06-03
Cult of Mac
Nvidia finally gives Apple silicon a real competitor
BY ANURAG CHAWAKE • 8:26 AM, JUNE 3, 2026
NEWS
RTX Spark laptops will arrive this fall, potentially offering all-day battery life on Windows laptops.
Image: Nvidia
Apple has been making some of the best laptop chips for years, but Nvidia’s new ARM-based RTX Spark processor might finally give the MacBook a real fight.
For Mac users, the annou
2026-06-03
ca.finance.yahoo.com
2026-06-03
Yahoo! Finance Canada
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2026-06-03
uk.finance.yahoo.com
2026-06-03
Yahoo Finance UK
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2026-06-03
tomshardware.com
2026-06-03
Jeffrey Kampman
Simple in principle, challenging in execution