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2026-06-04
The Motley Fool
Nvidia (
NVDA
3.58%
) has spent the past three years becoming the world's most valuable company on the back of one business: selling the chips that power artificial intelligence (AI) data centers. Now it wants the device on your desk.
At the Computex trade show in Taipei this week, Nvidia founder and CEO Jensen Huang unveiled RTX Spark, a new superchip built for Windows PCs -- a direct push into
2026-06-04
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Broadcom Drops After Earnings, as Its AI Chips Are Doubted. What's Next?
84K Views · 56 Posts
Moomoo Insights
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Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse
$Bro
2026-06-04
www.caixinglobal.com
2026-06-04
Caixin Global
Huawei Technologies Co. Ltd. recently threw a conceptual bombshell into the global semiconductor industry, unveiling the Tau (τ) Scaling Law as a radical paradigm for chip design.
By shifting from traditional two-dimensional planar scaling to three-dimensional architecture, the Chinese tech giant expects to match the performance of industry-leading 1.4-nanometer chips by 2031 using the new theore
2026-06-04
news.google.com
2026-06-04
South China Morning Post
2026-06-04
biz.chosun.com
2026-06-04
Chosunbiz
By
Lee Ho-jun
Published 2026.06.04. 09:59
HANMI Semiconductor sets up a booth at the 2026 Computex exhibition. /Courtesy of HANMI Semiconductor
HANMI Semiconductor took part in Taiwan's Computex for the first time and showcased High Bandwidth Memory (HBM) production equipment and next-generation packaging equipment.
HANMI Semiconductor said on the 4th that it participated in "Computex 2026," he
2026-06-04
eetimes.com
2026-06-04
Pablo Valerio
European electronic waste is being collected, but the economics of recycling are complex.
2026-06-04
semiengineering.com
2026-06-04
Ann Mutschler
As threats evolve faster, protecting security algorithms from design through manufactur...
2026-06-04
semiengineering.com
2026-06-04
Liz Allan
Time-sensitive networking and MACsec allow Auto Ethernet to handle safety-critical func...
2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
www.theglobeandmail.com
2026-06-04
The Globe and Mail
Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.”
On the earnings call, Tan said total revenue for the quarter reached $22.2 billion, up 48% from a year earlier and above the company’s g
2026-06-04
www.digitimes.com
2026-06-04
digitimes
Huawei's recently proposed Tau Law has drawn attention across the semiconductor industry, with the company arguing that chip performance can be improved by reducing the internal signal transmission time constant, known as τ, through multi-layer optimization...
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2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Credit: CoreWeave
CoreWeave, Inc. (NASDAQ: CRWV) shares surged roughly 14% after the company announced it had become the first AI cloud provider to complete bring-up and full system-level validation of NVIDIA (NASDAQ: NVDA) Vera Rubin NVL72.
The Vera Rubin NVL72 platform combines 72 Rubin GPUs and 36 Vera CPUs connected through NVIDIA’s next-generation NVLink architecture, delivering better infe
2026-06-04
asiatimes.com
2026-06-04
Asia Times
Washington has moved to close a one-year-old loophole that allowed Chinese technology companies to acquire banned high-end Nvidia graphics processing units (GPUs) by routing purchases through subsidiaries based in Singapore and Malaysia.
The US Commerce Department’s Bureau of Industry and Security (BIS) issued guidance on May 31 clarifying that export licenses are required for advanced computing