Semiconductor News & Analysis Feed
940 articles
2026-06-04
www.tradingkey.com
2026-06-04
TradingKey
SK Group Chairman Chey Tae-won and TSMC Chairman C.C. Wei agreed to expand cooperation in High Bandwidth Memory (HBM) and advanced packaging to meet AI technology trends. SK Hynix will integrate its HBM technology with TSMC's advanced packaging, both increasing capacity. The HBM market is projected to grow significantly, yet supply remains tight. This partnership aims to solidify SK Hynix's leader
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.tradingview.com
2026-06-04
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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
2026-06-03
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2026-06-03
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
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2026-06-03
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finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.msn.com
2026-06-03
MSN
Quick Read
TXN outpaces NVDA 76% to 19% year to date, powered by a Q1 data center revenue explosion of 90% year over year.
ADI's 55% year-to-date gain validates the AI broadening thesis beyond GPUs, while TXN's pending $7.6 billion SLAB acquisition extends its embedded processing reach.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes
2026-06-03
www.tradingview.com
2026-06-03
TradingView
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