Semiconductor News & Analysis Feed
11612 articles
2026-06-04
www.msn.com
2026-06-04
MSN
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides an AI boom, its chief executive said on Thursday.
C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, said
2026-06-04
m.techflowpost.com
2026-06-04
深潮TechFlow
Broadcom’s Q3 guidance misses expectations by $1.2 billion, plunging over 13% after hours—has the AI narrative “cooled”?
2026.06.04
- 14 minutes ago
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Broadcom’s Q3 guidance
misses expectations by $1.…
For the A-share optical module sector, Chen Fuyang’s remarks on AI networking business during the conference call may be more damaging than the overall AI g
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
www.trendforce.com
2026-06-04
TrendForce
[News] TSMC Rejects High-NA EUV Investment Concerns, Confirms Purchase for R&D Use
2026-06-04 Semiconductors editor
News
Please note that this article cites information from TechNews, Liberty Times, Tom’s Hardware, and Reuters.
As Intel advances its High-NA EUV roadmap for its A14 node, market attention has turned to TSMC’s comparatively cautious approach to the cutting-edge lithography
2026-06-04
www.automotiveworld.com
2026-06-04
Automotive World
Silicon carbide is emerging as a primary performance arena for xEV inverter suppliers, with on-resistance now tied to vehicle range
June 4, 2026
Mitsubishi Electric will begin shipping samples of fifth-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form from late June. The devices target inverters for drive motors and eAxles in electrified
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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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.google.com
2026-06-04
Financial Times
2026-06-04
www.ft.com
2026-06-04
Financial Times
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FT Weekend newspaper delivered Saturday plus complete d
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Check out how magnificently Nvidia (
NVDA
3.58%
) stock has performed in recent years:
TIME PERIOD
AVERAGE ANNUAL RETURN
Past 1 year
62.22%
Past 3 years
78.30%
Past 5 years
67.76%
Past 10 years
68.93%
Past 15 years
50.68%
Source: Data from Morningstar.com as of June 2, 2026.
That's enough to turn a single $10,000 investment into more than $130,000 ove
2026-06-04
www.msn.com
2026-06-04
MSN
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2026-06-04
www.tradingkey.com
2026-06-04
TradingKey
SK Group Chairman Chey Tae-won and TSMC Chairman C.C. Wei agreed to expand cooperation in High Bandwidth Memory (HBM) and advanced packaging to meet AI technology trends. SK Hynix will integrate its HBM technology with TSMC's advanced packaging, both increasing capacity. The HBM market is projected to grow significantly, yet supply remains tight. This partnership aims to solidify SK Hynix's leader
2026-06-04
www.notebookcheck.net
2026-06-04
Notebookcheck
Massive improvements thanks to Intel Arrow Lake: Lenovo ThinkPad P14s Gen 6 laptop review
Last year, Lenovo introduced the 14.5-inch Lenovo ThinkPad P14s Gen 5 with a dedicated Nvidia GPU, which also featured a large battery and dual fan cooling. The new iteration, the Lenovo ThinkPad P14s Gen 6, includes more efficient Intel Arrow Lake H CPUs and Nvidia RTX Pro Blackwell graphics.
Intel Core Ultr
2026-06-04
www.notebookcheck.net
2026-06-04
Notebookcheck
Mobile workstation with Nvidia RTX PRO 2000 - Lenovo ThinkPad P16v Gen 3 review
The ThinkPad P16v Gen 3 is a mobile workstation from Lenovo. There have been savings in some areas, such as the housing materials or the graphics and cooling performance. Nevertheless, the price is more than 2,800 Euros (~$3248). In our test, we find out whether this is justified.
Intel Core Ultra 7 255H, NVIDIA RTX PR
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
www.investing.com
2026-06-04
Investing.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.heygotrade.com
2026-06-04
Gotrade
AI Investment Theme: Nvidia, Japan, and Long-Term Picks
Rendy Andriyanto
Gotrade Team
Jun 4, 2026
Reviewed by Gotrade Internal Analyst
Gotrade News - The AI investment theme heats up as Nvidia moves to reinvent the PC with its RTX Spark superchip. Nvidia's data center revenue hit $75.2 billion last quarter.
The shift toward on-device agentic AI opens fresh opportunities across the chip and cloud
2026-06-04
www.msn.com
2026-06-04
MSN
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides an AI boom, its chief executive said on Thursday.
C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, said