Semiconductor News & Analysis Feed
24406 articles
2026-06-01
gagadget.com
2026-06-01
Gagadget.com
Intel has unveiled Crescent Island, a data center GPU built specifically for AI inference — the stage where a trained model answers real user queries. It uses LPDDR5X memory instead of the expensive, supply-constrained HBM found in Nvidia's Blackwell chips. At 350W, it runs on standard air cooling, which matters directly to any operator who has been priced out of liquid-cooled infrastructure.
Aft
2026-06-01
wccftech.com
2026-06-01
Wccftech
China's ongoing ability to access advanced AI chips from the likes of NVIDIA and AMD has remained a hard-to-crack conundrum in Washington for quite some time now.
Even so, the Trump Administration now appears to be tightening the proverbial screws on these advanced chips by chopping off a major loophole that has allowed Chinese companies to circumvent US-led export controls.
Back in May 2025, th
2026-06-01
www.japantimes.co.jp
2026-06-01
The Japan Times
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world’s most advanced chips — like Nvidia’s most sophisticated Rubin and Blackwell processors, as well as AMD’s MI350x — to Chinese entities located outside China.
The unexpected guidance suggests the United States’ best AI chips may have been making
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
US-China relations
WorldUnited States & Canada
US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries
Surprise move suggests US chips may have been making their way to the subsidiaries of Chinese firms based in places such as Malaysia
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Reuters
Published: 5:46am, 1 Jun 2026Updated: 7:24am, 1 Jun 2026
The US Department of Commerce on Sunday moved to clo
2026-06-01
www.thestreet.com
2026-06-01
thestreet.com
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2026-06-01
www.insidermonkey.com
2026-06-01
Insider Monkey
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2026-06-01
www.insidermonkey.com
2026-06-01
Insider Monkey
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2026-06-01
www.moomoo.com
2026-06-01
Moomoo
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2026-06-01
www.chosun.com
2026-06-01
조선일보
By Lee Kyeon-eun
Published 2026.06.01. 06:26
Updated 2026.06.01. 08:48
“Profits from semiconductor stocks—should I sell now?”
“Should I buy more Samsung Electronics and SK Hynix even now?”
“Should I liquidate stocks that have stagnated for months and switch to semiconductors?”
As the stock market approaches June, individual investors’ dilemmas are deepening. This year, semiconductor stocks le
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
uk.finance.yahoo.com
2026-06-01
Yahoo Finance UK
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
uk.finance.yahoo.com
2026-06-01
Yahoo Finance UK
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
investinglive.com
2026-06-01
investingLive
The US Commerce Department has closed a loophole that may have allowed hundreds of thousands of advanced Nvidia and AMD AI chips to reach Chinese firms via overseas subsidiaries over the past year.
Summary:
The US Commerce Department issued guidance on Sunday enforcing licence requirements for advanced AI chips sold to entities headquartered in China, even when those entities are located outside
2026-06-01
simplywall.st
2026-06-01
simplywall.st
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2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
So far this year, Micron stock has surged more than 200%.
Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock.
With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron.
10 stocks we like better than Micron Technology ›
As Micron Technology(NASDAQ: MU) gears up to report fis
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, the U.S. Commerce Department announced new regulations aimed at restricting Chinese companies from acquiring advanced AI semiconductors, including products from NVIDIA Corp NVDA. This regulatory change is significant for the semiconductor industry and could impact NVIDIA's operations and market position.