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[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

Glass Substrate Advanced Packaging CoWoS AI Chip TSMC NVIDIA Hyperscaler Semiconductor Material

Fluence Energy (FLNC) to Collaborate with Siemens and Nvidia to Develop AI Data Centers - Yahoo Finance

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news.google.com 2026-06-05 Yahoo Finance

Asia tech stocks drop after Broadcom rattles AI trade and drags Wall Street names lower - CNBC

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www.cnbc.com 2026-06-05 CNBC

Asian tech shares on Friday tracked losses in U.S. chip stocks after a downbeat earnings report from Broadcom sparked a rotation out of artificial intelligence-linked names into more defensive sectors. The weakness was pronounced in South Korea's chip-heavy market. Samsung Electronics fell nearly 7%, while SK Hynix dropped more than 8%. Other tech-related names also came under pressure, with Sam

Semiconductor Industry AI-related Stocks Broadcom Asian Tech Stocks Chip Stocks US Semiconductor Stocks Market Correction Sector Rotation

Manufacturing Accelerates in May Amid Inflation and Geopolitical Headwinds

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eetimes.com 2026-06-05 News Desk

Manufacturing expanded further in May despite Inflation and lower GDP.

Manufacturing Inflation Geopolitical Tensions Supply Chain Economic Recovery US Economy Purchasing Managers Index Employment

Infineon to Exit Mexico Backend Semiconductor Operations, Reviews Site Sale - thelec.net

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news.google.com 2026-06-05 thelec.net

Navitas Semiconductor (NASDAQ: NVTS) Surges 84.9% Post-Earnings As AI Power Demand Accelerates - foreignpolicyjournal.com

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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

Semiconductor AI Chips High-Power Devices Navitas Earnings Report Revenue Growth Gross Margin Improvement Cash Flow

Atomera Incorporated Announces New Approach To Gan-On-Silicon For Rf Applications - marketscreener.com

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news.google.com 2026-06-05 marketscreener.com

AMD's Frank Azor pushes back against claim that FSR 4.1 won't be ported to RDNA 3.5 GPUs — says 'no such decision' has been made

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tomshardware.com 2026-06-05 Aaron Klotz

AMD's Frank Azor hits back against allegations suggesting AMD will skip RDNA 3.5 integration with FSR 4.1.

AMD FSR 4.1 RDNA 3.5 Graphics Cards Gaming Performance GPU Technology Integrated Graphics Ray Tracing

SK Group chief meets TSMC CEO to discuss advanced memory cooperation - upi.com

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news.google.com 2026-06-04 upi.com