Semiconductor News & Analysis Feed
354 articles
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 3:32 PM PDT 5 min read
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Three of the largest buyers of Nvidia (NASDAQ: NVDA) chips are also three of the companies trying hardest to need fewer
2026-06-08
www.bitget.com
2026-06-08
Bitget
Gelonghui, June 8｜Wolfspeed, a silicon carbide concept stock, surged over 13% in pre-market trading. According to reports, the company announced a partnership with General Electric Aerospace to jointly accelerate the application of high-voltage silicon carbide (SiC).
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. T
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
www.insidermonkey.com
2026-06-08
Insider Monkey
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2026-06-08
www.insidermonkey.com
2026-06-08
Insider Monkey
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2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-05
www.datacenterdynamics.com
2026-06-05
Data Center Dynamics
The European Commission (EC) has unveiled the Chips Act 2.0, a proposal that builds on the 2023 Chips Act and introduces new measures to boost the semiconductor industry across the continent.
In a statement, the EC said the Chips Act 2.0 will complement other initiatives it has introduced in the intervening years, helping to build a “more competitive, secure, and resilient European digital econom
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
These "makeshift" structures are housing hardware that costs millions of dollars in total.
2026-06-05
www.marketscreener.com
2026-06-05
marketscreener.com
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2026-06-05
news.google.com
2026-06-05
MarketWatch
2026-06-04
news.google.com
2026-06-04
simplywall.st
2026-06-04
news.google.com
2026-06-04
The Quantum Insider
2026-06-04
eetimes.com
2026-06-04
In this video interview, explore whether agentic PCs are truly here as Nvidia and Microsoft unveil new tech at Computex 2026.
2026-06-04
www.cnbc.com
2026-06-04
CNBC
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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
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Shares of ASML (
ASML
+1.22%
) were on the move last month as the maker of extreme ultraviolet lithography (EUV) equipment rode a bullish wave in the semiconductor industry, as most sector stocks posted double-digit gains.
There wasn't much news out on the Dutch semicap company, but it signed a new customer, and the tailwinds in the sector helped propel it up 13%, according to data from S&P Globa
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown