Semiconductor News & Analysis Feed
2897 articles
2026-06-04
www.cnbc.com
2026-06-04
CNBC
Technology stocks fell in premarket trading Thursday, with chipmakers Broadcom
, Micron Technology
and Marvell Technology
leading the losses as investors fled the semiconductor space.
Broadcom shares were down 14.6% ahead of the market open after the company, which designs and makes customized AI chips for other technology names, reported weaker-than-expected earnings on Wednesday.
The fall wa
2026-06-04
pv-magazine-usa.com
2026-06-04
pv magazine USA
pv-magazine-usa.com
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2026-06-04
www.engineersireland.ie
2026-06-04
Engineers Ireland
Tyndall National Institute has welcomed the European Commission’s proposal for a Chips Act 2.0, describing it as a decisive step in strengthening Europe’s semiconductor ecosystem and accelerating the transition from research excellence to industrial-scale capability.
Demand-generation, industrialisation, resilience, and supply chain security
The updated framework signals a major evolution in Eur
2026-06-04
www.reuters.com
2026-06-04
Reuters
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2026-06-04
www.msn.com
2026-06-04
MSN
WASHINGTON, June 3 (Reuters) - The drastic shift of memory chips to artificial intelligence data centers could lead to dramatic price hikes in consumer goods and disrupt supply chains, groups representing automakers, retailers, electronic firms and others said Wednesday.
The Alliance for Automotive Innovation, National Retail Federation, Medical Device Manufacturers Association, NCTA—The Internet
2026-06-04
www.marketbeat.com
2026-06-04
MarketBeat
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2026-06-04
www.semiconductor-today.com
2026-06-04
Semiconductor Today
ROHM’s 750V SiC MOSFET adopted in battery backup unit for AI servers
ROHM says that its 750V silicon carbide (SiC) MOSFET has been adopted in a BBU (battery backup unit) for AI server power supplies. With the rise of generative AI, AI server power systems are shifting to higher voltages and rapidly transitioning to HVDC (high-voltage direct current) architectures. In this environment, ROHM’s devi
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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2026-06-04
aimagazine.com
2026-06-04
AI Magazine
Dell Technologies has announced an update to the Dell AI Factory, which will see NVIDIA support data processing, retrieval, orchestration and runtime workloads for agentic AI.
The expansion adds Dell PowerEdge servers built with NVIDIA Vera CPUs to what Dell describes as the industry’s broadest AI infrastructure portfolio.
McKinsey estimates there is a US$1tn opportunity for AI in industrial sec
2026-06-04
www.techzine.eu
2026-06-04
Techzine Global
3 MIN
INFRASTRUCTURE
TSMC expects AI chip shortage to persist for years
MELS DEES
Jun 4, 2026, 3:43 PM GMT+8
Global demand for AI chips continues to far exceed production capacity. That’s according to TSMC CEO C.C. Wei, who expects it will take years before chip manufacturers can meet customer demand. The statement underscores the immense pressure on the semiconductor industry as hyperscalers and
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
www.reuters.com
2026-06-04
Reuters
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2026-06-04
www.ft.com
2026-06-04
Financial Times
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2026-06-04
news.google.com
2026-06-04
Financial Times
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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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
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
At Computex 2026, much of the spotlight fell on the rapid evolution of AI data center infrastructure. Among the technologies drawing renewed attention was silicon carbide (SiC), a compound semiconductor material whose ability to handle high voltages and large...
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