Semiconductor News & Analysis Feed
4129 articles
2026-06-04
stockstory.org
2026-06-04
StockStory
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2026-06-04
www.semiconductor-today.com
2026-06-04
Semiconductor Today
ROHM’s 750V SiC MOSFET adopted in battery backup unit for AI servers
ROHM says that its 750V silicon carbide (SiC) MOSFET has been adopted in a BBU (battery backup unit) for AI server power supplies. With the rise of generative AI, AI server power systems are shifting to higher voltages and rapidly transitioning to HVDC (high-voltage direct current) architectures. In this environment, ROHM’s devi
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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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
1 sources
|
June 4, 2026
6.8
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
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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
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.chosun.com
2026-06-04
조선일보
By Soonchan Park
Published 2026.06.04. 08:55
Updated 2026.06.04. 11:12
Chey Tae-won, left, SK Group chairman and Che-Chia Wei, C.C. Wei, TSMC chairman meet and shake hands on the 3rd in Taiwan. /SK Hynix
SK Group Chairman Chey Tae-won met with Che-Chia Wei (C.C. Wei), TSMC Chairman, in Taiwan on the 3rd, local time. This follows his meeting with NVIDIA CEO Jensen Huang, reinforcing the ‘AI semi
2026-06-04
www.ktvb.com
2026-06-04
KTVB
LOCAL NEWS
Boise State University at center of new semiconductor workforce pipeline
The Pacific Intermountain Node for Semiconductor Education, or PINES, will connect universities, community colleges and industry partners to expand opportunities.
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2026-06-04
www.msn.com
2026-06-04
MSN
Earnings Call Insights: Broadcom (AVGO) Q2 fiscal 2026
Management View
"In our fiscal Q2 2026, total revenue reached a record $22.2 billion, up 48% year-on-year, above our guidance on strength in AI semiconductors." (President, CEO & Executive Director Hock Tan)
"During the quarter, bookings for AI semiconductors were over $30 billion against the $10.8 billion we shipped." (President, CEO & Execu
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
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
biz.chosun.com
2026-06-04
Chosunbiz
By
Lee Ho-jun
Published 2026.06.04. 09:59
HANMI Semiconductor sets up a booth at the 2026 Computex exhibition. /Courtesy of HANMI Semiconductor
HANMI Semiconductor took part in Taiwan's Computex for the first time and showcased High Bandwidth Memory (HBM) production equipment and next-generation packaging equipment.
HANMI Semiconductor said on the 4th that it participated in "Computex 2026," he
2026-06-04
eetimes.com
2026-06-04
Pablo Valerio
European electronic waste is being collected, but the economics of recycling are complex.
2026-06-04
idahonews.com
2026-06-04
KBOI
BOISE, Idaho (CBS2) — At Boise State University's Micron Center for Materials Research, industry leaders in semiconductors and microelectronics announced the National Network for Microelectronics Education Pacific Intermountain, or NNME. One of the first "regional nodes" as part of a national initiative to build pathways to careers.
Idaho is joined by Washington, Oregon, Montana, Utah, Colorado,
2026-06-04
www.idahopress.com
2026-06-04
Idaho Press
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