Semiconductor News & Analysis Feed
2038 articles
2026-06-04
www.businessinsider.com
2026-06-04
Business Insider
His leadership of the biggest company on Earth doesn't just have an impact on Nvidia stock. His comments have sparked major rallies—and losses—in other parts of the market.
As the AI trade commands more and more attention, Huang's remarks have become fodder for investors looking for the next frontier in tech.
Here are four instances when Huang's remarks have fueled moves in various corners of th
2026-06-04
discoveryalert.com.au
2026-06-04
Discovery Alert
For decades, the rare earth industry operated in near-total obscurity. Prices were low, supply seemed abundant, and the intricate chemistry required to separate these elements from ore was considered too costly and complex for most Western nations to bother with. China stepped into that vacuum with extraordinary deliberateness, building processing infrastructure, subsidising production, and system
2026-06-04
focustaiwan.tw
2026-06-04
Focus Taiwan
Taipei, June 4 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) Chairman and CEO C.C. Wei (魏哲家) said Thursday the chipmaker delivered a record year in 2025, with its stock more than doubling and cash dividends growing over 30 percent, while expressing confidence that booming demand for artificial intelligence will sustain growth in the years ahead.
Speaking at TSMC's annual shareholders' meeti
2026-06-04
www.ft.com
2026-06-04
Financial Times
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2026-06-04
news.google.com
2026-06-04
Financial Times
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
- 14 minutes ago
Share
TechFlow Selected TechFlow Selected
Broadcom’s Q3 guidance
misses expectations by $1.…
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.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
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.msn.com
2026-06-04
MSN
More on Broadcom
Broadcom: Still A Buyer At 61x, But The Print Has To Be Flawless
Broadcom Q2: Why The FY 2027 $100B Target May Already Be Obsolete
Broadcom: The Dual Moat Is Still Undervalued
Broadcom slides even as Q2 results, guidance top Wall Street's forecast
Broadcom Non-GAAP EPS of $2.44 beats by $0.04, revenue of $22.19B beats by $70M
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.msn.com
2026-06-04
MSN
Navitas Semiconductor stock spiked on Wednesday after the power-chip maker showcased its partnership with Nvidia.
Navitas is working within Nvidia’s MGX artificial-intelligence infrastructure.
Last week, Navitas participated in an Nvidia partner ceremony at a trade conference in Taiwan, the company said in a statement. This week, it is showing off one of its power-delivery boards at Nvidia’s MGX
2026-06-04
www.abhs.in
2026-06-04
abhs.in
Tech Geopolitics
AI Infrastructure
Semiconductors
EU Tech Sovereignty Package: CADA Triples DCs, Chips Act 2.0
Abhishek Gautam
·
June 4, 2026
·
11 min read
QUICK SUMMARY
On June 3, 2026 the EU launched its Tech Sovereignty Package: Cloud and AI Development Act to triple data centre capacity, Chips Act 2.0, and an EU Open Source Strategy.
READ NEXT
Liberation Day Tariffs: One Year On, Supreme C
2026-06-04
www.01net.it
2026-06-04
01net
www.01net.it
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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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
2026-06-03
www.tradingkey.com
2026-06-03
TradingKey
NVIDIA Corp (NVDA) moved down by 3.36%. The Technology Equipment sector is down by 0.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 0.00%; Marvell Technology Inc (MRVL) up 5.99%; NVIDIA Corp (NVDA) down 3.36%.
The intraday decline in NVIDIA's share price today appears to be influenced by a confluence of factors, primarily refl