Semiconductor News & Analysis Feed
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2026-06-09
mybroadband.co.za
2026-06-09
MyBroadband
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2026-06-09
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2026-06-09
EE Times Asia
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Nvidia’s profit margins projected to remain above 70% through 2030
Hyperscalers' deep dependence on Nvidia's AI chips leaves few alternatives, giving the company pricing power that most industries can
2026-06-06
tomshardware.com
2026-06-06
Jowi Morales
Don't get your hopes up.
2026-06-06
www.rswebsols.com
2026-06-06
RS Web Solutions
Table of Contents
US Commerce Department Closes AI Chip Loophole Amid Ongoing Tensions
The U.S. Commerce Department discreetly updated its website on Sunday, marking a pivotal shift in policy that addresses a longstanding loophole that has, for the past year, permitted the potential influx of Nvidia’s advanced AI chips to Chinese enterprises via intermediaries in countries such as Malaysia.
The
2026-06-05
www.globenewswire.com
2026-06-05
GlobeNewswire
Austin, United States, June 05, 2026 (GLOBE NEWSWIRE) -- “The Defense Semiconductor Market size was valued at USD 13.44 Billion in 2025 and is projected to reach USD 38.05 Billion by 2035, expanding at a CAGR of 11.05% during 2026–2035, according to SNS Insider.”
The Defense semiconductor market is growing due to the continued growth in military spending around the world, a generational shift in
2026-06-05
sg.finance.yahoo.com
2026-06-05
Yahoo Finance Singapore
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2026-06-05
tomshardware.com
2026-06-05
Luke James
Anthropic has published a report warning that the development path it’s on could eventually leave humans unable to control AI systems.
2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
CHARTBOOK TOP LINKS
Top Links 1123 Financially conflicted. How Nvidia nudged Micron onto the AI train. Kültürkampf & Chinmaxxing Russian elites.
Great links, images, and reading from Chartbook Newsletter by Adam Tooze
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JUN 05, 2026
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2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
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2026-06-05
news.google.com
2026-06-05
Boise State University
2026-06-04
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2026-06-04
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-04
www.newelectronics.co.uk
2026-06-04
New Electronics
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Neil Tyler
04 Jun 2026
More in
Internet of Things
Artificial Intelligence
LMT IoT and Infineon partner to support development of connected edge AI devices
News
2 mins read
LMT IoT and Infineon Technologies have announced a new partnership aimed at helping startups and product companies accelerate the development and deployment of connected edge arti
2026-06-04
www.tweaktown.com
2026-06-04
TweakTown
NVIDIA's RTX Spark is going directly after the MacBook Pro, with flagship N1x systems expected to start at $2,899
Entry-level RTX Spark systems could start around $1,799, with flagship N1x laptops near $2,899, putting them squarely in MacBook Pro territory.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 3, 2026 11:02 PM CDT
1 minute & 45 seconds read time
TL;DR: NVIDIA's RTX Spark platf
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
eetimes.com
2026-06-04
Pablo Valerio
European electronic waste is being collected, but the economics of recycling are complex.
2026-06-03
www.moomoo.com
2026-06-03
Moomoo
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In One Chart
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Nvidia's Smart Bets: Copying Its AI Map Has Worked Better Than Expected
For investors looking beyond $NVIDIA (NVDA.US)$ itself, one pattern has become increasingly difficult to ignore: Nvidia-backed compa
2026-06-03
mainichi.jp
2026-06-03
毎日新聞
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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