Semiconductor News & Analysis Feed
3335 articles
2026-06-04
www.japantimes.co.jp
2026-06-04
The Japan Times
SEOUL –
When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won’t be only to meet top memory chip and robotics executives, but to throw the first pitch at a baseball game and appear on a TV talk show.
While a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea’s critical position in the AI landscap
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
ca.finance.yahoo.com
2026-06-04
Yahoo! Finance Canada
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
news.google.com
2026-06-04
Let's Data Science
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
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June 4, 2026
6.8
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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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
news.google.com
2026-06-04
Financial Times
2026-06-04
www.ft.com
2026-06-04
Financial Times
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2026-06-04
uk.finance.yahoo.com
2026-06-04
Yahoo Finance UK
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2026-06-04
www.fdd.org
2026-06-04
Foundation for Defense of Democracies
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2026-06-04
m.techflowpost.com
2026-06-04
深潮TechFlow
Broadcom’s Q3 guidance misses expectations by $1.2 billion, plunging over 13% after hours—has the AI narrative “cooled”?
2026.06.04
- 14 minutes ago
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Broadcom’s Q3 guidance
misses expectations by $1.…
For the A-share optical module sector, Chen Fuyang’s remarks on AI networking business during the conference call may be more damaging than the overall AI g
2026-06-04
www.trendforce.com
2026-06-04
TrendForce
[News] TSMC Rejects High-NA EUV Investment Concerns, Confirms Purchase for R&D Use
2026-06-04 Semiconductors editor
News
Please note that this article cites information from TechNews, Liberty Times, Tom’s Hardware, and Reuters.
As Intel advances its High-NA EUV roadmap for its A14 node, market attention has turned to TSMC’s comparatively cautious approach to the cutting-edge lithography
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
news.google.com
2026-06-04
Financial Times
2026-06-04
www.ft.com
2026-06-04
Financial Times
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FT Weekend newspaper delivered Saturday plus complete d
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
news.futunn.com
2026-06-04
富途牛牛
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