Semiconductor News & Analysis Feed
693 articles
2026-06-06
tomshardware.com
2026-06-06
Luke James
A research group that includes Huawei Technologies says it completed full-parameter post-training of DeepSeek's V4-Pro, a 1.6-trillion-parameter model.
2026-06-06
www.trefis.com
2026-06-06
Trefis
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2026-06-06
digitimes.com
2026-06-06
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
2026-06-06
www.msn.com
2026-06-06
MSN
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2026-06-06
letsdatascience.com
2026-06-06
Let's Data Science
FUNDING & BUSINESS
broadcom
ai semiconductors
customer concentration
vmware
Broadcom Posts AI Revenue Surge, Triggers Investor Reassessment
7 sources
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June 5, 2026
7.0
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Broadcom reported record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with AI semiconductor revenue of $10.8 billion, up 143%, ac
2026-06-06
www.marketwatch.com
2026-06-06
MarketWatch
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2026-06-05
thedefensepost.com
2026-06-05
The Defense Post
Home/Asia Pacific/Chinese Military-Linked Institutions Seek NVIDIA AI Chips: Report
ASIA PACIFICTECHNOLOGY
Chinese Military-Linked Institutions Seek NVIDIA AI Chips: Report
SAMANTHA ALEXAJUNE 5, 2026
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Chinese universities and research institutions linked to the country’s defense sector are seeking access to NVIDIA’s a
2026-06-05
www.moomoo.com
2026-06-05
Moomoo
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2026-06-05
www.electronicsweekly.com
2026-06-05
Electronics Weekly
Most Read – Nvidia PCs, Palantir NHS, Samsung Foundry
Considering those news stories written in the last week, the most read stories on the site involve Samsung and Cadence collaborating, advice that the UK government trigger a break clause in its Palentir NHS contract, and AI developments growing the DRAM market.
And there’s also the CEO of Arm being in line for an $800m payday and Nvidia’s big
2026-06-05
www.gurufocus.com
2026-06-05
GuruFocus
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2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
These "makeshift" structures are housing hardware that costs millions of dollars in total.
2026-06-05
seekingalpha.com
2026-06-05
Seeking Alpha
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2026-06-05
www.marketbeat.com
2026-06-05
MarketBeat
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2026-06-05
tomshardware.com
2026-06-05
Kunal Khullar
While direct lightning strikes are difficult to defend against, proper grounding and protection for coaxial and network lines can help reduce the risk of costly hardware damage.
2026-06-05
news.google.com
2026-06-05
digitimes
2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows
2026-06-05 Semiconductors editor
News
Please note that this article cites information from Sisa Journal, Economic Daily News, Commercial Times, Forbes and The Elec.
As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate so
2026-06-05
news.google.com
2026-06-05
EurekAlert!
2026-06-05
news.google.com
2026-06-05
MSN
2026-06-05
news.google.com
2026-06-05
South China Morning Post
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Navitas Semiconductor Corporation (NASDAQ: NVTS) has surged approximately 84.9% in the month since its last earnings report, significantly outpacing the S&P 500 over the same period.
The rally follows a first-quarter 2026 earnings report that delivered a narrower-than-expected loss, with the company posting a loss of just 4 cents per share, beating the Zacks Consensus Estimate by 20%.
A $500 mon