Semiconductor News & Analysis Feed
744 articles
2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Super Micro Computer launched its rack-scale Helios platform at Computex 2026, built on Advanced Micro Devices’ (NASDAQ: AMD) Instinct MI455X GPUs and EPYC CPUs.
The Helios platform targets hyperscale AI infrastructure designed for large language model training, inference, and broader AI workloads at scale.
White House launches UFO-themed Aliens.gov: An ICE arrest tracker
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2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Credit: CoreWeave
CoreWeave, Inc. (NASDAQ: CRWV) shares surged roughly 14% after the company announced it had become the first AI cloud provider to complete bring-up and full system-level validation of NVIDIA (NASDAQ: NVDA) Vera Rubin NVL72.
The Vera Rubin NVL72 platform combines 72 Rubin GPUs and 36 Vera CPUs connected through NVIDIA’s next-generation NVLink architecture, delivering better infe
2026-06-04
www.theverge.com
2026-06-04
The Verge
TECH
NEWS
MICROSOFT
Nvidia is already planning N2X and N3X chips — the goal is the Star Trek computer
“It’s like Scotty talking to that mouse,” says Nvidia’s CEO.
by
Sean Hollister
Jun 4, 2026, 4:03 AM GMT+8
18
18
Comments (All New)
Jensen Huang, chief executive officer of Nvidia Corp. Bloomberg via Getty Images
Part Of
Computex 2026: All the news and announcements
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Sean Holliste
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
news.google.com
2026-06-04
PlasticsToday
2026-06-03
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
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
finance.yahoo.com
2026-06-03
Yahoo Finance
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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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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
news.financial
2026-06-03
news.financial
June 3rd, 2026 | 10:30 CEST
SIMPLE AND BRUTAL: NO NUCLEAR POWER, NO AI - WHY AMERICAN ATOMICS, INFINEON, AND AIXTRON PLAY KEY ROLES
NUCLEAR
AI
URANIUM
SOFTWARE
Photo credits: Pixabay
The energy demand of artificial intelligence and data centres is enormous. Studies consistently show that no single energy source will be sufficient; instead, a diversified energy mix will be required to meet ri
2026-06-03
www.gasworld.com
2026-06-03
gasworld
© Air Liquide
Air Liquide to supply SK hynix with €200m plant in South Korea
By Molly Burgess
9 min ago
2 min read
Bookmark
Industrial gas major Air Liquide will build a nitrogen production unit in South Korea, worth nearly €200m ($232m), to supply memory chipmaker SK hynix under a newly signed long-term contract.
Set to be operational by late 2027, the plant will supply high-purity gases and hi
2026-06-03
www.digitimes.com
2026-06-03
digitimes
GlobalFoundries (GF) has completed its acquisition of Synopsys' ARC Processor IP Solutions business, the company announced on June 2. The acquisition adds to GF's existing MIPS subsidiary, combining two processor IP portfolios into a single offering that...
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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