Semiconductor News & Analysis Feed

13356 articles
2026-06-03
finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
www.axios.com 2026-06-03 Axios
Nvidia CEO Jensen Huang said Tuesday that Marvell Technology is the "next trillion-dollar company," and investors listened: The stock soared nearly 33% in a day. Why it matters: As leader of the most valuable company in the world, Huang is one of a select few who can move markets simply by saying stuff — a kingmaker of sorts. Zoom in: In this case, Nvidia in March announced a $2 billion investme
2026-06-03
www.wired.com 2026-06-03 WIRED
LUKE LARSEN GEAR JUN 3, 2026 7:00 AM Nvidia’s RTX Spark Laptops Look Hell-Bent on Disruption The company’s RTX Spark chips might finally turn the “AI PC” into reality. COURTESY OF NVIDIA All products featured on WIRED are independently selected by our editors. However, we may receive compensation from retailers and/or from purchases of products through these links. Learn more. THE MOMENT MANY ha
2026-06-03
seekingalpha.com 2026-06-03 Seeking Alpha
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2026-06-03
www.barrons.com 2026-06-03 Barron's
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2026-06-03
www.msn.com 2026-06-03 MSN
Nvidia seems to be having better luck shifting the stock of partner companies than its own. Just look at chips-and-networking player Marvell Technology or battery energy storage company Fluence Energy, both of which surged this week due to their collaborations with Nvidia. But Nvidia is struggling to get the market to focus on its graphic-processing units and its own nascent stand-alone CPU busin
2026-06-03
datacentremagazine.com 2026-06-03 Data Centre Magazine
NVIDIA and Corning have formed a multi-year commercial and technology partnership to expand US manufacturing of advanced optical connectivity solutions. The agreement includes US$500m in investment from NVIDIA, according to The Wall Street Journal. The partnership is set to create three new manufacturing sites and more than 3,000 jobs. Corning's stock rose 17% after the announcement. These conf
2026-06-03
www.marketbeat.com 2026-06-03 MarketBeat
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2026-06-03
www.bitget.com 2026-06-03 Bitget
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions. Sunshine Silver Mine restarts operations as market rebounds, with rising antimony demand adding a new highlight to performance Netflix leverages AI to help users cope with content ov
2026-06-03
www.phoronix.com 2026-06-03 Phoronix
NVIDIA Hopper & Blackwell GPU Support Moves Closer For Open-Source Nova Driver Written by Michael Larabel in NVIDIA on 3 June 2026 at 06:26 AM EDT. Add A Comment While the upstream, open-source Nouveau driver already supports NVIDIA's Hopper and Blackwell graphics processors with the GPU System Processor (GSP) code path, the bring-up of the Rust-written Nova driver remains ongoing. Out this week i
2026-06-03
news.google.com 2026-06-03 Bits&Chips
2026-06-03
www.investing.com 2026-06-03 Investing.com
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2026-06-03
finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-03
www.bisinfotech.com 2026-06-03 Bisinfotech
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2026-06-03
www.thomasnet.com 2026-06-03 Thomasnet
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2026-06-03
www.heygotrade.com 2026-06-03 Gotrade
Marvell After the Nvidia $2B Stake: Re-Rating or Already Priced In? Erwanto Khusuma Gotrade Team Jun 3, 2026 Reviewed by Gotrade Internal Analyst Key Takeaways Nvidia's $2B stake ties Marvell into its dominant AI platform. NVLink Fusion validates Marvell's custom XPU roadmap and pipeline. Re-rate or priced in depends on horizon and custom-silicon conviction. Table of Contents The Strategic Logic B
2026-06-03
www.bisinfotech.com 2026-06-03 Bisinfotech
Home/ Data Center/Infineon Expands SiC Solutions for AI Data Centers Infineon Expands SiC Solutions for AI Data Centers Vaishali Chauhan June 3, 2026 2 minutes read Infineon Technologies AG is expanding its CoolSiC JFET portfolio in response to growing demand from AI data centers and the shift towards solid-state power protection. With new devices, package options and configurations, the comp
2026-06-03
www.gurufocus.com 2026-06-03 GuruFocus
On June 03, 2026, NVIDIA Corp NVDA announced its collaboration with Infineon to integrate the Optiga Trusted Platform Module (TPM), SLB 9672, into Nvidia's Jetson Thor platform. This innovative security solution is designed to protect cryptographic keys and ensure system integrity by operating at the chip level. Through this integration, a certified, quantum-resilient root of trust is established,
2026-06-03
www.proactiveinvestors.co.uk 2026-06-03 Proactive Investors
What Brokers Say Tech Written by: Ian Lyall About this content Disclaimer No investment advice Share article ASML Holding NV ( NASDAQ:ASML XETRA:ASME ) View Price & Profile JP Morgan raises ASML estimates as chipmaker signals it can supply far more EUV tools than previously guided Published: 16:10 03 Jun 2026 BST JP Morgan has concluded that consensus earnings estimates for ASML Holding N
2026-06-03
www.theglobeandmail.com 2026-06-03 The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy