Semiconductor News & Analysis Feed
801 articles
2026-06-10
www.techzine.eu
2026-06-10
Techzine Global
3 MIN
INFRASTRUCTURE
TSMC sales jump 30 percent as AI chip demand stays strong
ERIK VAN KLINKEN
Jun 10, 2026, 8:34 PM GMT+8
TSMC posted a 30 percent rise in May revenue to NT$416.98 billion (roughly 11 billion euros), driven by sustained AI chip demand. Combined April and May sales are up around 24 percent year-on-year. CEO CC Wei told shareholders this month that chip supply will fall short of d
2026-06-10
www.investors.com
2026-06-10
Investor's Business Daily
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
TSMC Reports 30% Sales Growth In May, But Stock Remains Under Pressure Over Potential Taiwan Chip Curbs
TSMC Reports 30% Sales Growth In May, But Stock Remains Under Pressure Over Potential Taiwan Chip Curbs · Stocktwits
Yuvraj Malik
Tue, June 9, 2026 at 11:57 PM PDT 2 min read
2330.TW
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Taiwan is reportedly considering stricter export
2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com
2026-06-10
AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide integration. For readers worldwide, the findings point to a sector where quality gains are real, but talent, data, and governance constraints are slowing broader industrial change.
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
aws.amazon.com
2026-06-10
Amazon Web Services (AWS)
Scale Robot Reinforcement Learning with NVIDIA Isaac Lab on Amazon SageMaker AI
by Roy Allela and Nicolas Jourdan on 09 JUN 2026 in Amazon SageMaker AI, Technical How-to Permalink Share
Physical AI is moving from research into production. Robots are increasingly trained in high-fidelity simulation before being deployed to factories, warehouses, and logistics centers, because training in the real
2026-06-10
sg.finance.yahoo.com
2026-06-10
Yahoo Finance Singapore
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Micron Appoints Alexis Black Björlin to Board of Directors
Micron Technology, Inc.
Tue, 9 June 2026 at 1:05 pm GMT-7 2 min read
MU
-1.41%
NVDA
-0.22%
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-1.34%
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Micron Technology, Inc.
BOISE, Idaho, June 09, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today a
2026-06-10
www.globenewswire.com
2026-06-10
GlobeNewswire
BOISE, Idaho, June 09, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced the appointment of Dr. Alexis Black Björlin to its board of directors.
Dr. Björlin is a highly accomplished technology executive with deep experience spanning artificial intelligence infrastructure, cloud platforms, semiconductors, networking and optical systems. She is currently Chief Strategy Of
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
As AI infrastructure scales, enterprise expectations for operational maturity are increasing. Organizations expect these systems to be provisionable, observable, secure, and manageable at scale—the same standard applied to all critical infrastructure. The moment an AI system moves from development into enterprise deployment, that operational foundation is essential.
NVIDIA DGX Spark and NVIDIA GB
2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Nvidia Corporation (NVDA) investors may want to clear their schedules for June 11, but not for the reason many investors initially expected. Nvidia CEO Jensen Huang has reportedly declined an invitation to testify before the U.S. Senate Banking Committee at a hearing focused on artificial intelligence (AI), China, and national securit
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
The Tell-Tale Rally in Micron's Stock
Trefis Team
Tue, June 9, 2026 at 7:30 AM PDT 2 min read
MU
-5.44%
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Trading disclosure
Trefis: MU Stock Insights
The stock ignored its own good news last week, so what finally sent it flying? A deal for its biggest competitor.
If you were watching Micron Technology (MU) last week, you mi
2026-06-09
www.investing.com
2026-06-09
Investing.com
China readies $295 billion data center plan to fuel domestic AI push - report
Trump comments on Iran war; Applied Digital soars - what’s moving markets
+43.7%, these AI-picked hardware stocks are fueling the AI super-cycle
S&P 500, Nasdaq rebound after their worst session of the year while Dow slips
Investing.com - Futures linked to the main U.S. stock indices pointed higher on Tuesday, as inv
2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
South Korea's SK Telecom is partnering with Nvidia on a "gigawatt-scale" AI cloud platform in the country.
This will see SK Telecom deploy AI factories in the country based on the Nvidia DSX platform, with the first set to come online in 2027.
– Nvidia
The Nvidia DSX is a full-stack reference architecture including software, hardware, and operations. The AI cloud platform will provide compute f
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Deloitte, Nvidia launch Adopt 100 to scale AI adoption
Deloitte and Nvidia plan to expand the pool to 100 startups. Credit: Photo For Everything/Shutterstock.com. · International Accounting Bulletin · Photo For Everything/Shutterstock.com.
Ellichipuram Umesh
Tue, June 9, 2026 at 3:02 AM PDT 2 min read
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Deloitte has launched the Adopt 100 init
2026-06-09
www.voiceofalexandria.com
2026-06-09
Voice of Alexandria
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