Semiconductor News & Analysis Feed
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
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2026-06-04
Yahoo Finance
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2026-06-04
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2026-06-04
Yahoo Finance
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Yahoo Finance
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2026-06-04
AppleInsider
2026-06-04
www.ad-hoc-news.de
2026-06-04
AD HOC NEWS
ASMLs, Billion
ASML's €12 Billion Buyback and EUV Capacity Debate Drive Divergent Institutional Reaction
04.06.2026 - 13:13:18 | boerse-global.de
ASML hits record high becoming Europe's most valuable firm; JPMorgan and Morgan Stanley raise price targets on EUV output flexibility, while institutional investors show divergent bets.
KI-Buchhaltung: Bearbeitungszeit sinkt um ein Drittel, Genauigkeit
2026-06-04
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2026-06-04
WSTM
2026-06-04
www.msn.com
2026-06-04
MSN
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) remains confident in its long-term growth trajectory, with Chief Executive C.C. Wei highlighting sustained demand for advanced computing infrastructure and cutting-edge semiconductors driven by the rapid expansion of artificial intelligence.
Speaking at the company’s annual shareholder meeting on Thursday, Wei said customer sentiment toward AI
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
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2026-06-04
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2026-06-04
www.newelectronics.co.uk
2026-06-04
New Electronics
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Neil Tyler
04 Jun 2026
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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
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2026-06-04
富途牛牛
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www.digitimes.com
2026-06-04
digitimes
Huawei's recently proposed "Tau Law" suggests that reducing signal transmission distance, combined with heterogeneous integration and system-level optimisation, can enhance computing power and energy efficiency. The concept is increasingly seen as a key route...
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