Semiconductor News & Analysis Feed
8198 articles
2026-06-04
www.idahoednews.org
2026-06-04
Idaho Education News
America needs more workers in the microelectronics and semiconductor sectors — and soon.
By 2030, the shortage of workers could reach 157,000 nationally, according to a recent study.
Boise State University could play a regional and national role in addressing this shortfall, under a partnership announced Wednesday. Boise State will head a nine-state collaboration designed to draw students into h
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.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
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
www.msn.com
2026-06-04
MSN
Navitas Semiconductor stock spiked on Wednesday after the power-chip maker showcased its partnership with Nvidia.
Navitas is working within Nvidia’s MGX artificial-intelligence infrastructure.
Last week, Navitas participated in an Nvidia partner ceremony at a trade conference in Taiwan, the company said in a statement. This week, it is showing off one of its power-delivery boards at Nvidia’s MGX
2026-06-04
www.bizjournals.com
2026-06-04
The Business Journals
www.bizjournals.com
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2026-06-04
www.zacks.com
2026-06-04
Zacks Investment Research
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2026-06-04
wccftech.com
2026-06-04
Wccftech
While China develops workarounds to US sanctions of high-end extreme ultraviolet (EUV) machines, the shortage in the memory industry due to high demand from AI chips has created an opportunity for Chinese firms to gain market share, suggests a report from the Korean media. The aggressive approach, led by the Chinese government, has narrowed down the gap between China and Korea for HBM memory to th
2026-06-04
www.zacks.com
2026-06-04
Zacks Investment Research
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2026-06-04
www.01net.it
2026-06-04
01net
www.01net.it
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2026-06-04
news.google.com
2026-06-04
Demócrata
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do