Semiconductor News & Analysis Feed
1964 articles
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
China's silicon carbide (SiC) substrate manufacturers continue to slash prices despite already operating on razor-thin margins, underscoring the intensity of a price war reshaping the global compound semiconductor industry.
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
Andrea Gallo, CEO of RISC-V International, used his appearance at the MIPS Forum during Computex 2026 to declare that RISC-V has completed its transition from academic project to industrial standard — and that its dominance in physical AI is no longer a...
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2026-06-04
www.allaboutcircuits.com
2026-06-04
All About Circuits
Qualcomm Brings Wi-Fi 7 and On-Device AI to Broadband Hardware
The new MBM7 and MBM4 platforms add display, camera, and Hexagon-class AI inference to chips that previously only handled connectivity.
NEWS
5 hours ago by Luke James
Qualcomm has launched the Dragonwing Mobile Broadband Multimedia (MBM) family, a two-tier portfolio of 4-nm platforms that integrate a 5G modem, Wi-Fi, image signal pr
2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Credit: CoreWeave
CoreWeave, Inc. (NASDAQ: CRWV) shares surged roughly 14% after the company announced it had become the first AI cloud provider to complete bring-up and full system-level validation of NVIDIA (NASDAQ: NVDA) Vera Rubin NVL72.
The Vera Rubin NVL72 platform combines 72 Rubin GPUs and 36 Vera CPUs connected through NVIDIA’s next-generation NVLink architecture, delivering better infe
2026-06-04
www.barchart.com
2026-06-04
Barchart.com
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2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.marketsmojo.com
2026-06-04
Markets Mojo
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2026-06-04
www.msn.com
2026-06-04
MSN
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2026-06-04
news.google.com
2026-06-04
MSN
2026-06-04
www.marketscreener.com
2026-06-04
marketscreener.com
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
auto.economictimes.indiatimes.com
2026-06-04
ET Auto
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2026-06-04
auto.economictimes.indiatimes.com
2026-06-04
ET Auto
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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
m.investing.com
2026-06-04
Investing.com
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2026-06-04
www.marketscreener.com
2026-06-04
marketscreener.com
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