Semiconductor News & Analysis Feed
14826 articles
2026-06-04
www.msn.com
2026-06-04
MSN
More on Broadcom
Broadcom: Still A Buyer At 61x, But The Print Has To Be Flawless
Broadcom Q2: Why The FY 2027 $100B Target May Already Be Obsolete
Broadcom: The Dual Moat Is Still Undervalued
Broadcom slides even as Q2 results, guidance top Wall Street's forecast
Broadcom Non-GAAP EPS of $2.44 beats by $0.04, revenue of $22.19B beats by $70M
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.cnbc.com
2026-06-04
CNBC
Printed circuit boards sit underneath almost every chip, a necessity in nearly every electronic. They make up a quiet but crucial piece of the booming artificial intelligence market, and represent a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia
and others, are made in China.
Circuit boards present all sorts of opportunities for adversaries to sneak through malici
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Your personal portfolio doesn't necessarily need to mirror a billionaire investor's holdings. But let's face it -- they manage billion-dollar portfolios for a reason.
And that's what makes Stanley Druckenmiller's current positions so interesting to investors on the hunt for a new pick. The former hedge fund manager doesn't own the obvious and usual suspects, such as Nvidia or Alphabet, even thoug
2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-04
fortune.com
2026-06-04
Fortune
Nvidia has acquired Kumo AI, a small, four-year-old startup that develops foundation models designed to make accurate business predictions, according to two sources familiar with the deal.
Kumo’s three co-founders, Vanja Josifovski, Hema Raghavan, and Jure Leskovec, transitioned to Nvidia last month, the sources said. While the founders’ LinkedIn profiles have been updated, and now describe them
2026-06-04
www.cloudmagazin.com
2026-06-04
Cloudmagazin
RATGEBER
**Reducing GPU Costs for AI Inference: FP8, FP4, and vLLM**
3 Juni 2026
8 min read
Training costs for a model are one-time, but inference costs accrue every day. That’s where the math is shifting: with native FP4 Tensor Cores on NVIDIA Blackwell and a serving layer like vLLM that leverages these formats, GPU hours and latency can be significantly reduced-without retraining the model. Fo
2026-06-04
www.semiconductor-today.com
2026-06-04
Semiconductor Today
EPC targets high-density motion systems with GaN ePower Stage technology
Efficient Power Conversion Corp (EPC) of El Segundo, CA, USA — which makes enhancement-mode gallium nitride on silicon (eGaN) power field-effect transistors (FETs) and integrated circuits for power management applications — has introduced the EPC91128, EPC91129, EPC91130 and EPC91131 evaluation boards — compact, high-perform
2026-06-04
news.google.com
2026-06-04
U.S. News - Money
2026-06-04
samueli.ucla.edu
2026-06-04
UCLA Samueli School of Engineering
UCLA Joins New Southwest Semiconductor Workforce Consortium to Expand Hands-On Microelectronics Training
Claudia Valdivieso-Defaz/CNSI
The new regional initiative will build on UCLA’s existing workforce development efforts to strengthen the semiconductor and microelectronics talent pipeline across the Southwest.
Jun 3, 2026
Originally posted on CNSI Newsroom
UCLA is joining a major new regio
2026-06-04
www.theverge.com
2026-06-04
The Verge
TECH
NEWS
MICROSOFT
Nvidia is already planning N2X and N3X chips — the goal is the Star Trek computer
“It’s like Scotty talking to that mouse,” says Nvidia’s CEO.
by
Sean Hollister
Jun 4, 2026, 4:03 AM GMT+8
18
18
Comments (All New)
Jensen Huang, chief executive officer of Nvidia Corp. Bloomberg via Getty Images
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Sean Holliste
2026-06-04
news.google.com
2026-06-04
Hackaday
2026-06-04
news.google.com
2026-06-04
GlobeNewswire
2026-06-04
www.semiconductor-today.com
2026-06-04
Semiconductor Today
Navitas collaborates with NVIDIA MGX Ecosystem to accelerate 800VDC AI infrastructure
On 29 May at the Taipei Nangang Exhibition Center, gallium nitride (GaN) power IC and silicon carbide (SiC) technology firm Navitas Semiconductor Corp of Torrance, CA, USA participated in NVIDIA’s Partner Ceremony, which brought together key ecosystem partners supporting the NVIDIA AI Factory MGX platform, highl
2026-06-04
www.barchart.com
2026-06-04
Barchart.com
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2026-06-04
www.cnbc.com
2026-06-04
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
When Micron Technology (
MU
+1.56%
) stock reaches a $1 trillion valuation, many investors assume the easy money has already been made. That is a reasonable concern. After all, a trillion-dollar company needs to create an enormous amount of value to deliver strong returns from here.
But investors may be asking the wrong question. The real question is not whether Micron has become too large. The r
2026-06-04
tynmagazine.com
2026-06-04
TyN Magazine
tynmagazine.com
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