Semiconductor News & Analysis Feed
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2026-06-04
www.marketscreener.com
2026-06-04
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
news.google.com
2026-06-04
CNA
2026-06-04
www.channelnewsasia.com
2026-06-04
CNA
Business
Automakers, retailers warn US memory-chip shortage is impacting prices
FILE PHOTO: Automobiles drive in heavy traffic along the Long Island Expressway in the Queens borough of New York, U.S., November 20, 2018. REUTERS/Shannon Stapleton/File Photo
04 Jun 2026 12:39AM
(Updated: 04 Jun 2026 01:53AM)
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
news.arizona.edu
2026-06-04
University of Arizona News
U of A joins national semiconductor workforce training hub
College of Engineering and the Arizona Commerce Authority
Today
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Mark Van Dyke (far right), associate dean of research in the College of Engineering and professor of biomedical engineering, represents the University of Arizona at the NNME Southwest Node press conference on May 27.
The University o
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
www.proactiveinvestors.com
2026-06-04
Proactive financial news
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-04
www.bgr.com
2026-06-04
bgr.com
Technology
Artificial Intelligence
Nvidia Partnered With A Chinese Company To Build A 'Physical AI' Humanoid Robot
By Sead Fadilpasic June 3, 2026 12:17 pm EST
Nvidia
Nvidia has entered the humanoid robotics race. Through a partnership with Chinese startup Unitree, the U.S. chipmaker is developing a robotics system with an integrated reference design focused on academic research. The idea is to
2026-06-04
tomshardware.com
2026-06-04
Joe Shields
Tom's Hardware stopped by the ASRock booth, and was greeted by a wide variety of products at this year's Computex.
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp chief executive officer Jensen Huang (黃仁勳) touted “insane” returns for investors willing to bet on the artificial intelligence (AI) boom, seeking to dispel lingering concerns around the big sums spent on AI and its long-term profitability.
The Nvidia cofounder, who has spent much of the week at the Computex Taipei exhibition proselytizing about how AI would revolutionize economies and
2026-06-03
www.bloomberg.com
2026-06-03
Bloomberg.com
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2026-06-03
seekingalpha.com
2026-06-03
Seeking Alpha
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2026-06-03
letsdatascience.com
2026-06-03
Let's Data Science
INFRASTRUCTURE
amkor
advanced packaging
osat
chips act
Amkor Technology Trades Cheap Despite AI Packaging Importance
1 sources
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June 3, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Seeking Alpha reports that Amkor Technology (AMKR) trades at about 2.35x forward revenue and, in the article's thesis, is growing at 27.5% year-over-year, positioning
2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Nvidia’s (NASDAQ: NVDA) launch of its RTX Spark AI PC superchip targeting Windows on Arm has raised fresh concerns about competitive pressure on Qualcomm’s (NASDAQ: QCOM) Snapdragon X processors.
The launch came in late May and early June 2026, coinciding with Qualcomm’s introduction of its Dragonfly AI data-center brand and the company’s broader push to highlight its AI ambitions.
Rep. McCaul: