Semiconductor News & Analysis Feed
867 articles
2026-06-06
letsdatascience.com
2026-06-06
Let's Data Science
FUNDING & BUSINESS
broadcom
ai semiconductors
customer concentration
vmware
Broadcom Posts AI Revenue Surge, Triggers Investor Reassessment
7 sources
|
June 5, 2026
7.0
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Broadcom reported record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with AI semiconductor revenue of $10.8 billion, up 143%, ac
2026-06-06
www.benzinga.com
2026-06-06
Benzinga
__fail__
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
Some of the biggest spenders on AI data centers can't put one up in their own backyard.
2026-06-05
www.electronicdesign.com
2026-06-05
Electronic Design
The independent technology information source for electronics developers
While auxiliary power supplies account for only a fraction of a modern AI server’s power budget, they remain vital. They power all of the microcontrollers, gate drivers, op amps, and other ICs responsible for control, monitoring, and other housekeeping functions that ensure system reliability, safety, and efficiency.
As AI
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
www.benzinga.com
2026-06-05
Benzinga
__fail__
2026-06-05
www.datacenterdynamics.com
2026-06-05
Data Center Dynamics
Together AI has signed a multi-year cloud capacity agreement with AI compute provider Rumble Inc.
Under the contract, Rumble will provide Together AI with Nvidia HGX B300 systems as dedicated cloud capacity.
– Rumble
The value of the deal and the number of GPUs have not been provided.
According to Rumble, the contract has the potential to be extended and increased in value depending on its suc
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
Shelbyville mayor Scott Ferguson (R) made these remarks likelly without knowing that he was being recorded, and it has ignited a political firestorm in the small town.
2026-06-05
news.google.com
2026-06-05
digitimes
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
news.google.com
2026-06-05
simplywall.st
2026-06-05
news.google.com
2026-06-05
Retail TouchPoints
2026-06-05
news.google.com
2026-06-05
The Motley Fool
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-04
www.theregister.com
2026-06-04
The Register
AI AND ML
Intel's mysterious new datacenter GPU is what Nvidia's Rubin CPX nearly was
Nvidia's prefill accelerator was shelved, but Chipzilla's Crescent Island could fill the void
Tobias Mann
Systems editor
0
Published Thu 04 Jun 2026 // 13:00 UTC
COMPUTEX 2026 Intel offered new insights into its next-gen datacenter GPU codenamed Crescent Island. Alongside supporting enterprise AI deployments,
2026-06-04
news.google.com
2026-06-04
Let's Data Science
2026-06-04
letsdatascience.com
2026-06-04
Let's Data Science
INFRASTRUCTURE
dram
hbm
micron
ai infrastructure
Micron Benefits From AI-Driven Memory Demand Surge
1 sources
|
June 4, 2026
6.8
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
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According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr