Semiconductor News & Analysis Feed
12196 articles
2026-06-04
news.google.com
2026-06-04
Modern Diplomacy
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
Copyright © 2026 Moomoo Technologies Inc. All Rights Reserved.
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The moomoo app is an online trading platform offered by Moomoo Technologies Inc. In Singapore, securities and brokerage
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
letsdatascience.com
2026-06-04
Let's Data Science
INFRASTRUCTURE
dram
hbm
micron
ai infrastructure
Micron Benefits From AI-Driven Memory Demand Surge
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June 4, 2026
6.8
Relevance Score
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According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
www.marketscreener.com
2026-06-04
marketscreener.com
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2026-06-04
news.google.com
2026-06-04
Bisinfotech
2026-06-04
www.electronicsweekly.com
2026-06-04
Electronics Weekly
Chips Act II proposed – much like Chips Act 1
The EU has proposed a Chips Act II which will give the Commission power to invest directly in new EU-based fabs instead of requiring companies to apply for subsidies.
The EU has now acknowledged that Chips Act I will not double Europe’s world market share by 2030 as intended.
Chips Act II is looking at a spend of $139 billion in public-private inves
2026-06-04
www.gurufocus.com
2026-06-04
GuruFocus
On June 04, 2026, Mitsubishi Electric Corp MIELY announced plans to start shipping samples of its new 5th-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form by late June. These components are engineered for inverters in electric vehicles, plug-in hybrids, and other electrified vehicles. The new transistors boast a low on-resistance that is
2026-06-04
www.01net.it
2026-06-04
01net
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2026-06-04
wtvbam.com
2026-06-04
WTVB
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 a relentless AI boom, its CEO said on Thursday.
C.C. Wei, speaking at TSMC’s annual shareholders’ meeting in the Taiwanese city of Hsinchu, said customers a
2026-06-04
biz.chosun.com
2026-06-04
Chosunbiz
By
Lee Ho-jun
Published 2026.06.04. 14:33
/Courtesy of GLOBALFOUNDRIES Inc.
GLOBALFOUNDRIES Inc. said on the 4th that it completed the acquisition of Synopsys's ARC processor IP business unit on the 2nd (local time). The acquired business unit will be integrated into GLOBALFOUNDRIES Inc.'s subsidiary MIPS.
GLOBALFOUNDRIES Inc. said the acquisition allows it to complete a physical artificial int
2026-06-04
www.bisinfotech.com
2026-06-04
Bisinfotech
Home/ Semiconductor Component/Infineon Launches EiceDRIVER Gate Driver for AI Datacenters
Infineon Launches EiceDRIVER Gate Driver for AI Datacenters
Vaishali Chauhan June 4, 2026
2 minutes read
Infineon Technologies AG introduces the EiceDRIVER 2EDL90xG3, a 120 V common footprint gate driver designed to enable silicon (Si) and gallium nitride (GaN) power designs on the same PCB. As AI datace
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
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
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
siliconangle.com
2026-06-04
SiliconANGLE
Nvidia Corp. has bagged itself another artificial intelligence startup, acquiring four-year-old model maker Kumo AI Inc.
The company designs AI models focused on making extremely accurate business predictions. It’s the latest in a string of startups acquired by the chipmaker in the last couple of years. Nvidia didn’t disclose the terms of the acquisition, but the deal has already been finalized,
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