Semiconductor News & Analysis Feed
664 articles
2026-06-04
www.ad-hoc-news.de
2026-06-04
AD HOC NEWS
Microns, Trillion-Dollar
Micron's Trillion-Dollar Moment: HBM Sold Out, Analysts Aggressive, but Auto Market Share Slips
04.06.2026 - 03:13:17 | boerse-global.de
Micron Technology crosses $1 trillion market cap as AI memory demand soars, but insider selling and Samsung's automotive memory lead raise caution.
Micron's Trillion-Dollar Moment: HBM Sold Out, Analysts Aggressive, but Auto Market Shar
2026-06-04
9to5mac.com
2026-06-04
9to5Mac
A new report from The Information shares fresh details on how the new Gemini-powered Siri will work under the hood. Here are the details.
Apple doubles down on privacy assurances amid AI partnerships
A few days ago, The Information reported on some of the technical aspects behind Apple’s AI plans for WWDC, including how the company is expected to use Nvidia chips through Google Cloud for some Si
2026-06-04
sg.finance.yahoo.com
2026-06-04
Yahoo Finance Singapore
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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
Part Of
Computex 2026: All the news and announcements
SEE ALL UPDATES
Sean Holliste
2026-06-04
www.abhs.in
2026-06-04
abhs.in
Tech Geopolitics
AI Infrastructure
Semiconductors
EU Tech Sovereignty Package: CADA Triples DCs, Chips Act 2.0
Abhishek Gautam
·
June 4, 2026
·
11 min read
QUICK SUMMARY
On June 3, 2026 the EU launched its Tech Sovereignty Package: Cloud and AI Development Act to triple data centre capacity, Chips Act 2.0, and an EU Open Source Strategy.
READ NEXT
Liberation Day Tariffs: One Year On, Supreme C
2026-06-04
www.jonpeddie.com
2026-06-04
Jon Peddie Research
TechWatch is the front line of JPR information gathering service, comprising current stories of interest to the graphics industry spanning the core areas of graphics hardware and software, workstations, gaming, and design.
A subscription to TechWatch includes 4 hours of consulting time to be used over the course of the subscription.
JON PEDDIE RESEARCH
4 ST. GABRIELLE CT.
TIBURON, CALIFORNIA 949
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-03
www.indexbox.io
2026-06-03
IndexBox
BRUSSELS - On June 3, 2026, the European Commission unveiled the European Chips Act 2.0, a significant advancement in Europe's drive to boost semiconductor competitiveness, resilience, and technological autonomy. The policy was introduced at the SEMI Europe Policy Forum in Brussels, a high-profile event organized by SEMI Europe that gathered leading figures from the semiconductor sector, policymak
2026-06-03
www.mlex.com
2026-06-03
MLex
( June 3, 2026, 15:32 GMT | Official Statement) -- MLex Summary: The US Commerce Department finalized definitive agreements with USA Rare Earth, a US rare earth mineral mining and manufacturing company, to continue to build out heavy rare earth mining projects. The agreements secured up to $1. 6 billion in funding under the CHIPS Act. See attached. . . .
2026-06-03
www.mlex.com
2026-06-03
MLex
( June 3, 2026, 15:32 GMT | Official Statement) -- MLex Summary: The US Commerce Department finalized definitive agreements with USA Rare Earth, a US rare earth mineral mining and manufacturing company, to continue to build out heavy rare earth mining projects. The agreements secured up to $1. 6 billion in funding under the CHIPS Act. See attached. . . .
2026-06-03
www.bitget.com
2026-06-03
Bitget
According to Odaily, the “New Stock God” Serenity stated on platform X that the EU Chips Act 2.0 proposal has been officially released, with photonic technology recognized as a structural component of EU policy. This brings long-term benefits to the photonics industry. The proposal explicitly supports the development of photonic integrated circuits and related technologies, such as building and st
2026-06-03
tomshardware.com
2026-06-03
Brandon Hill
The Odyssey G8 (G80HS) features a 32-inch 6K IPS panel
2026-06-03
www.reuters.com
2026-06-03
Reuters
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2026-06-03
www.tradingview.com
2026-06-03
TradingView
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
news.google.com
2026-06-03
Stock Titan
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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