Semiconductor News & Analysis Feed
1283 articles
2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
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A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.
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2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
Shelbyville mayor Scott Ferguson (R) made these remarks likelly without knowing that he was being recorded, and it has ignited a political firestorm in the small town.
2026-06-05
news.google.com
2026-06-05
New Electronics
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
Benzinga
2026-06-05
eetimes.com
2026-06-05
News Desk
Manufacturing expanded further in May despite Inflation and lower GDP.
2026-06-05
news.google.com
2026-06-05
thelec.net
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has once again become the market’s most closely watched reference point for an enduring question: when does a genuine technology boom become dangerously expensive?
TS Lombard analysts drew a direct comparison between Nvidia’s current rise and Cisco Systems (NASDAQ: CSCO) during the dot-com era, as investors continue debating whether the AI buildout can support expectations p
2026-06-05
www.cnbc.com
2026-06-05
CNBC
Nvidia
CEO Jensen Huang is being invited to testify before the Senate Banking Committee on June 11 as Sen. Elizabeth Warren, D-Mass., sharpens her focus on the chipmaker's China sales, export controls and role at the center of the global AI boom.
"Appearing as a witness will give you an opportunity to testify about NVIDIA's views on U.S. export control laws and regulations and NVIDIA's business
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
2026-06-05
news.google.com
2026-06-05
TheStreet Pro
2026-06-05
news.google.com
2026-06-05
The Motley Fool
2026-06-04
news.google.com
2026-06-04
WSTM
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
in.investing.com
2026-06-04
Investing.com India
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2026-06-04
ca.investing.com
2026-06-04
Investing.com Canada
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2026-06-04
evertiq.com
2026-06-04
Evertiq
© GlobalFoundries
Business | June 04, 2026
GF completes acquisition of Synopsys' ARC processor IP business
Evertiq
GlobalFoundries has completed its previously announced acquisition of the ARC Processor IP Solutions business from Synopsys, combining it with its existing MIPS subsidiary to create what the company describes as a software-to-silicon capability built for physical AI applications.
The
2026-06-04
news.google.com
2026-06-04
New Electronics
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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