Semiconductor News & Analysis Feed
4510 articles
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.
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Liberation Day Tariffs: One Year On, Supreme C
2026-06-04
www.quiverquant.com
2026-06-04
Quiver Quantitative
Sector Reaction: Social media participants observed a notable pullback in Applied Optoelectronics shares after NVIDIA leadership suggested extended use of copper in data centers. Analysts on the platform clarified that the remarks addressed supply sequencing rather than a shift away from optics. They pointed to NVIDIA's own investments in related firms as evidence of ongoing commitment to the opti
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
news.google.com
2026-06-04
PlasticsToday
2026-06-04
www.newswire.com
2026-06-04
newswire.com
Vadzo Imaging Announces NIR LED Array Board Integration Service for Uniform Illumination in Biometric, Inspection, and Day-Night Vision Applications
PRESS RELEASE • JUN 3, 2026 16:00 UTC
Vadzo Imaging introduces an OEM engineering program that combines precision configured NIR LED array boards with a portfolio of monochrome NIR camera products spanning MIPI, USB 3.0 and GigE interfaces. The servi
2026-06-04
tomshardware.com
2026-06-04
Joe Shields
Tom's Hardware stopped by the ASRock booth, and was greeted by a wide variety of products at this year's Computex.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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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
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
www.forbes.com
2026-06-03
Forbes
Berkshire Hathaway
BRK.B
$472.92
+1.41
(0.30%)
JPMorgan Chase
JPM
$297.47
-3.49
(-1.16%)
Visa
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$310.24
-7.08
(-2.23%)
Eli Lilly & Co
LLY
$1,084.56
+20.41
(1.92%)
Mastercard
MA
$467.21
-10.47
(-2.19%)
Exxon Mobil
XOM
$153.18
+3.62
(2.42%)
Costco Wholesale Corp
COST
$960.45
+6.18
(0.65%)
Johnson & Johnson
JNJ
$223.33
+0.44
(0.20%)
Procter & Gamble
PG
$141.39
+0.57
(0.41%)
Home Depot
HD
$311.92
+0.4
2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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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
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
simplywall.st
2026-06-03
simplywall.st
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2026-06-03
seekingalpha.com
2026-06-03
Seeking Alpha
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
The VanEck Semiconductor ETF (
SMH
+0.10%
) surged 18.2% in May according to data from S&P Global Market Intelligence. It's a remarkable move for an ETF, given that ETFs' usual role is to trade off outperformance for the security of being tied to sectorwide movement. However, in this case it was sectorwide movement that produced the exceptional results.
Why the semiconductor market flew higher in
2026-06-03
www.barchart.com
2026-06-03
Barchart.com
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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