Semiconductor News & Analysis Feed
22994 articles
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.cnbc.com
2026-06-02
CNBC
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of what I'm seeing and hearing from local businesses.
China's tech self-sufficiency push is rapidly becoming a reality as companies focus on business questions that run deeper than geopolitics. What does that mean for Nvidia?
Robovan startup Zelostech plans to use multiple
2026-06-02
www.digitimes.com
2026-06-02
digitimes
Intel's foundry revival may depend less on beating TSMC at the most advanced process nodes than on whether it can turn AI-driven demand into a profitable advanced packaging business.
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2026-06-02
www.digitimes.com
2026-06-02
digitimes
Nvidia CEO Jensen Huang has repeatedly backed TSMC's price hikes, saying its advanced process and supply-chain services are difficult and highly valuable. As AI chip demand surges, TSMC, Samsung Electronics, SK Hynix, Micron, and other top semiconductor...
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2026-06-02
news.google.com
2026-06-02
Brockville Recorder & Times
2026-06-02
www.digitaltoday.co.kr
2026-06-02
디지털투데이
Industry
K-defense boom masks near-total reliance on imported defense semiconductors
AI Summary
South Korean weapons are setting export records, but defense semiconductors that serve as their core components rely almost entirely on imports, raising concerns about structural vulnerabilities. A report cited 98.9 percent import use for advanced chips in domestic weapon systems, with particularly hig
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
In recent years, Nvidia (
NVDA
+6.26%
) has driven the artificial intelligence (AI) revolution by bringing its graphics processing units (GPUs) to data centers. These are the high-performance chips that fuel the simultaneous and complex calculations needed for tasks such as the training of large language models. And this chip, along with related products and services, has helped the company genera
2026-06-02
www.quiverquant.com
2026-06-02
Quiver Quantitative
TAIPEI, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a showcase of its full portfolio of AI-optimized memory and storage solutions during COMPUTEX 2026, empowering next-generation AI data center and intelligent edge applications. As AI workloads expand from training to large-scale inference, including reasoning-heavy and agent-based systems, the de
2026-06-02
www.thestreet.com
2026-06-02
thestreet.com
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2026-06-02
www.newelectronics.co.uk
2026-06-02
New Electronics
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Neil Tyler
02 Jun 2026
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Semiconductors
Cadence and Samsung expand partnership for advanced chip design at 2nm
News
2 mins read
Cadence Design Systems and Samsung Foundry have announced an expanded collaboration focused on developing advanced semiconductor design tools and intellectual property (IP) for next
2026-06-02
www.globenewswire.com
2026-06-02
GlobeNewswire
TAIPEI, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a showcase of its full portfolio of AI-optimized memory and storage solutions during COMPUTEX 2026, empowering next-generation AI data center and intelligent edge applications. As AI workloads expand from training to large-scale inference, including reasoning-heavy and agent-based systems, the de
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
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2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
www.gurufocus.com
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2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
en.sedaily.com
2026-06-02
Seoul Economic Daily
Samsung Foundry Targets China's Auto Chip Market, in Talks with BYD
■AI PRISM [CEO News]
Chinese Automakers Pour in Contract Orders
Korea-China HBM Gap Narrows to 3 Years
Nvidia Declares $200 Billion CPU Market
Finance
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Published 2026.06.02. 06:39:45
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2026-06-02
en.sedaily.com
2026-06-02
Seoul Economic Daily
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2026-06-02
en.sedaily.com
2026-06-02
Seoul Economic Daily
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) stock's bullish rally continued with another day of strong gains in Monday's trading. The memory chip leader's share price ended the daily session up 6.6% and had been up as much as 7.8% earlier in trading.
Micron's valuation moved higher today in response to bullish analyst coverage and rising excitement surrounding the company's artificial intelligence (AI) opportunities. A
2026-06-02
techcrunch.com
2026-06-02
TechCrunch
Nvidia opened Taipei’s enormous Computex trade show on Sunday with a spark, literally. The chipmaker unveiled a new PC CPU called the RTX Spark, which it dubbed a “superchip,” and named a who’s who list of PC makers that will soon deliver AI PCs powered by it.
The super-fast, 1-petaflop chip is designed to run AI agents like OpenClaw or Hermes Agent securely, according to Nvidia. Such RTX Spark W