Semiconductor News & Analysis Feed
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2026-06-04
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www.engineering.com
2026-06-04
Engineering.com
The platform targets multimodal inference, dedicated endpoints and secure orchestration for continuously running AI systems.
GMI Cloud announced its support for the next era of agentic AI factories following the momentum of NVIDIA Vera Rubin platform at GTC 2026 Taipei.
NVIDIA VERA RUBIN.
As AI workloads evolve from single-model prompts into multimodal, long-running, autonomous systems, enterpr
2026-06-04
www.cnbc.com
2026-06-04
CNBC
Technology stocks fell in premarket trading Thursday, with chipmakers Broadcom
, Micron Technology
and Marvell Technology
leading the losses as investors fled the semiconductor space.
Broadcom shares were down 14.6% ahead of the market open after the company, which designs and makes customized AI chips for other technology names, reported weaker-than-expected earnings on Wednesday.
The fall wa
2026-06-04
dig.watch
2026-06-04
Digital Watch Observatory
Home | Updates | EU proposes Chips Act 2.0 to strengthen semiconductor ecosystem
Chips Act 2.0 targets advanced semiconductors, AI chips, mainstream chips and stronger supply chain intelligence.
The European Commission has proposed Chips Act 2.0, a new framework intended to strengthen Europe’s semiconductor ecosystem and build on the original European Chips Act.
The proposal aims to boost the E
2026-06-04
www.sdxcentral.com
2026-06-04
SDxCentral
TSMC CEO warns AI demand could outstrip chip supply for ‘years’: report
Strait of Hormuz crisis compounds hardware shortfall, while TSMC CEO says added Arizona capacity won't meet surging U.S. demand
June 04, 2026 By Ben Wodecki Have your say
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– Taiwan Semiconductor Manufacturing Co., Ltd.
C.C. Wei, the CEO of TSMC, has issued a warning that global chips
2026-06-04
www.ad-hoc-news.de
2026-06-04
AD HOC NEWS
ASMLs, Billion
ASML's €12 Billion Buyback and EUV Capacity Debate Drive Divergent Institutional Reaction
04.06.2026 - 13:13:18 | boerse-global.de
ASML hits record high becoming Europe's most valuable firm; JPMorgan and Morgan Stanley raise price targets on EUV output flexibility, while institutional investors show divergent bets.
KI-Buchhaltung: Bearbeitungszeit sinkt um ein Drittel, Genauigkeit
2026-06-04
stocktwits.com
2026-06-04
Stocktwits
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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WSTM
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Yahoo Finance Singapore
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Yahoo Finance
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2026-06-04
sherwood.news
2026-06-04
Sherwood News
Claire Yubin Oh
10M
Micron and Sandisk drop on double dose of bad news — blame Broadcom and SK Hynix
MicronMU $1,008.45 (1.45%) and SandiskSNDK $1,730.00 (6.79%)are both down more than 6% on Thursday, as Broadcom's underwhelming results weigh on the entire AI complex.
But the two memory giants might be under more pressure than others for another reason, too. Reuters reported that Korean rival SK
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
pv-magazine-usa.com
2026-06-04
pv magazine USA
pv-magazine-usa.com
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2026-06-04
www.msn.com
2026-06-04
MSN
By Heekyong Yang
SEOUL, June 4 (Reuters) - SK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced memory semiconductors needed to run AI data centers, a source familiar with the matter said on Thursday.
The South Korean memory-chipmaker made a confidential filing to list shares in the U
2026-06-04
in.investing.com
2026-06-04
Investing.com India
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2026-06-04
www.macworld.com
2026-06-04
Macworld
OPINION
Nvidia’s RTX Spark laptops are gunning for the MacBook Pro. Yawn
Everyone is talking about how the MacBook Pro just got put on notice. I'm not so sure.
By Jason Cross
Senior Editor, Macworld
JUN 4, 2026 3:45 AM PDT
Image: Nvidia
Nvidia just announced its new consumer laptop/desktop chip at Computex—RTX Spark—along with a host of partnerships from hardware manufacturers and Microsoft. It’s
2026-06-04
in.investing.com
2026-06-04
Investing.com India
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2026-06-04
in.investing.com
2026-06-04
Investing.com India
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