Semiconductor News & Analysis Feed
12245 articles
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Marvell CEO Matt Murphy called data center connectivity the next major bottleneck to AI growth, following the explosion in demand (and valuation) of compute and memory businesses.
Speaking at Computex, Murphy was joined by Nvidia CEO Jensen Huang to discuss the potential of connectivity to be the next investment wave.
– Sebastian Moss
"For the past several years, AI has created new demands on t
2026-06-02
newsroom.arm.com
2026-06-02
Arm Newsroom
For decades, PCs were designed around people using applications. Agentic AI changes that model as apps become more autonomous, with users prompting their agents to observe, reason, plan, and act across workflows.
This evolution is creating demand for two broad classes of AI-enabled computing:
Nothing demonstrates this transformation more powerfully than the new Arm-based NVIDIA RTX Spark.
Arm i
2026-06-02
www.koreaherald.com
2026-06-02
The Korea Herald
Parents and students attend an admissions information session at the Korea Semiconductor Meister High School in Gyeongju, North Gyeongsang Province, in October 2025. (Korea Semiconductor Meister High School)
Admission to a prestigious university is no longer seen as the only path to success for some students in South Korea, as semiconductor-focused high schools gain popularity on the expectation
2026-06-02
blogs.nvidia.com
2026-06-02
NVIDIA Blog
NVIDIA Jetson Brings Agentic AI to the Physical World
With NVIDIA JetPack 7.2 and NVIDIA NemoClaw support, Jetson is agentic-ready, giving developers a production-grade stack to deliver next-level intelligence to robotics, inspection and industrial automation.
June 1, 2026 by Chen Su
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Agentic AI is getting physical.
At COMPUTEX on Tuesday, NVIDIA announced NVIDIA JetPack 7.2 and NVIDIA
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Aixtron’s, GaN
Aixtron’s GaN Dominance Fuels Record Orders, but a Top Shareholder Trims Ahead of the Q2 Verdict
02.06.2026 - 04:11:50 | boerse-global.de
Bank of America reduced its Aixtron stake from 5.47% to 3.05% near the stock's ten-year high. Despite strong AI-driven GaN orders and market leadership, revenue fell sharply and SiC segment struggles.
Aixtron’s GaN Dominance Fuels Record Orders,
2026-06-02
developer.nvidia.com
2026-06-02
NVIDIA Developer
As AI agents move from the digital world to the physical environment, they can readily use NVIDIA Jetson to accelerate real-world deployment with optimized memory and performance.
NVIDIA JetPack 7.2 directly supports one-command deployment of NVIDIA NemoClaw, an open source stack that adds privacy and security controls to OpenClaw. It introduces NVIDIA agent skills for Jetson—Jetson device-side
2026-06-02
developer.nvidia.com
2026-06-02
NVIDIA Developer
As AI agents move from the digital world to the physical environment, they can readily use NVIDIA Jetson to accelerate real-world deployment with optimized memory and performance.
NVIDIA JetPack 7.2 directly supports one-command deployment of NVIDIA NemoClaw, an open source stack that adds privacy and security controls to OpenClaw. It introduces NVIDIA agent skills for Jetson—Jetson device-side
2026-06-02
tomshardware.com
2026-06-02
Matt Safford
Upgraded Azoth Extreme features 24-karat gold accents, transparent switches and keycaps, and up to 1,600 hours of battery life over 2.4 GHz.
2026-06-02
www.nvidia.com
2026-06-02
NVIDIA
Visit your regional NVIDIA website for local content, pricing, and where to buy partners specific to your country.
Build AI factories optimized for lowest cost tokens per megawatt
AI-enhanced voice and video for next-level streams, videos, and calls
Architecture for data centers that transform data into intelligence
Build AI factories optimized for lowest cost tokens per megawatt
Leading plat
2026-06-02
semiconductor.samsung.com
2026-06-02
samsung.com
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Every era of computing is defined by the infrastructur
2026-06-02
www.bloomberg.com
2026-06-02
Bloomberg.com
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2026-06-02
eetimes.com
2026-06-02
Yashasvini Razdan
Dutch sensor manufacturer ScioSense has launched its fourth-generation ultrasonic flow converter (UFC), called UFC23, for water, heat, and gas metering applications. The company said the new sensor combines high measurement precision, improved offset stability, and ultra-low power consumption for battery-powered smart metering systems. The company’s latest product is designed as pure front-end arc
2026-06-02
www.rdworldonline.com
2026-06-02
R&D World
SK Telecom puts SK hynix fabs into an NVIDIA Omniverse twin, following Samsung and TSMC
By Brian Buntz | June 1, 2026
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[Adobe Stock]
SK Telecom said on June 1 that it has put SK hynix’s semiconductor fabs into a digital twin built on NVIDIA Omniverse libraries, with commercialization to follow in stages under SK hynix’s “Autonomous Fab 2030” roadmap. SK hynix’s news
2026-06-02
news.google.com
2026-06-02
EE Times Asia
2026-06-02
www.marketwatch.com
2026-06-02
MarketWatch
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2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.digitaltoday.co.kr
2026-06-02
디지털투데이
Industry
K-defense boom masks near-total reliance on imported defense semiconductors
AI Summary
South Korean weapons are setting export records, but defense semiconductors that serve as their core components rely almost entirely on imports, raising concerns about structural vulnerabilities. A report cited 98.9 percent import use for advanced chips in domestic weapon systems, with particularly hig