Semiconductor News & Analysis Feed
10838 articles
2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
biz.chosun.com
2026-06-04
Chosunbiz
By
Lee Ho-jun
Published 2026.06.04. 14:33
/Courtesy of GLOBALFOUNDRIES Inc.
GLOBALFOUNDRIES Inc. said on the 4th that it completed the acquisition of Synopsys's ARC processor IP business unit on the 2nd (local time). The acquired business unit will be integrated into GLOBALFOUNDRIES Inc.'s subsidiary MIPS.
GLOBALFOUNDRIES Inc. said the acquisition allows it to complete a physical artificial int
2026-06-04
www.mk.co.kr
2026-06-04
매일경제
"The very question facing the AI semiconductor industry is changing... From the perspective of faster HBM and larger GPUs, attention is shifting toward inference and Agentic AI stages" "The challenge is no longer who can make the better GPU, but how AI systems should operate"
사진 확대
Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management]
As resolving bottlenecks in memory semi
2026-06-04
www.msn.com
2026-06-04
MSN
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2026-06-04
finimize.com
2026-06-04
Finimize
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2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
Taiwan Semiconductor Manufacturing Co. (TSMC) told shareholders on June 4 that the AI surge is creating major opportunities, but also leaving TSMC with the bulk of the investment and operating burden. Chairman C.C. Wei said the company's long-term edge still...
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2026-06-04
www.msn.com
2026-06-04
MSN
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides an AI boom, its chief executive said on Thursday.
C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, said
2026-06-04
m.techflowpost.com
2026-06-04
深潮TechFlow
Broadcom’s Q3 guidance misses expectations by $1.2 billion, plunging over 13% after hours—has the AI narrative “cooled”?
2026.06.04
- 14 minutes ago
Share
TechFlow Selected TechFlow Selected
Broadcom’s Q3 guidance
misses expectations by $1.…
For the A-share optical module sector, Chen Fuyang’s remarks on AI networking business during the conference call may be more damaging than the overall AI g
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
news.google.com
2026-06-04
Financial Times
2026-06-04
www.ft.com
2026-06-04
Financial Times
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2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.msn.com
2026-06-04
MSN
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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.investing.com
2026-06-04
Investing.com
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2026-06-04
siliconangle.com
2026-06-04
SiliconANGLE
Nvidia Corp. has bagged itself another artificial intelligence startup, acquiring four-year-old model maker Kumo AI Inc.
The company designs AI models focused on making extremely accurate business predictions. It’s the latest in a string of startups acquired by the chipmaker in the last couple of years. Nvidia didn’t disclose the terms of the acquisition, but the deal has already been finalized,
2026-06-04
www.heygotrade.com
2026-06-04
Gotrade
AI Investment Theme: Nvidia, Japan, and Long-Term Picks
Rendy Andriyanto
Gotrade Team
Jun 4, 2026
Reviewed by Gotrade Internal Analyst
Gotrade News - The AI investment theme heats up as Nvidia moves to reinvent the PC with its RTX Spark superchip. Nvidia's data center revenue hit $75.2 billion last quarter.
The shift toward on-device agentic AI opens fresh opportunities across the chip and cloud
2026-06-04
www.msn.com
2026-06-04
MSN
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides an AI boom, its chief executive said on Thursday.
C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, said