Semiconductor News & Analysis Feed
12135 articles
2026-06-05
eetimes.com
2026-06-05
News Desk
Manufacturing expanded further in May despite Inflation and lower GDP.
2026-06-05
www.digitimes.com
2026-06-05
digitimes
Jeff Morroni, VP and head of R&D of Texas Instruments' Kilby Labs. Credit: DIGITIMES
As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the centerpiece of presentations by several industry figures at Computex in Taipei,...
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2026-06-05
www.01net.it
2026-06-05
01net
www.01net.it
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2026-06-05
marklapedus.substack.com
2026-06-05
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Universities Expand R&D Efforts In GaN, SiC, GaO
Penn State, Purdue, Texas Tech, UT Dallas and Warwick are expanding their R&D
2026-06-05
www.thelec.net
2026-06-05
thelec.net
SK Group Chairman Chey Tae-won (left) and TSMC Chairman C.C. Wei. (Photo: SK hynix)
Chey Tae-won, chairman of SK Group, met with C.C. Wei, chairman of TSMC, in Taiwan on June 3, according to SK hynix.
SK hynix disclosed the meeting through its newsroom on Wednesday. It marked the first meeting between the two executives in about two years since June 2024.
According to SK hynix, the two sides sh
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
eetimes.com
2026-06-05
Indian startup Netrasemi launched the A2000 AI chip built on a 12-nm technology node.
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
www.techtimes.com
2026-06-05
Tech Times
By Chase Fiorini
Published: Jun 04 2026, 16:56 PM EDT
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ALMAS SALAKHOV/UNSPLASH
Anyone planning a new PC build or workstation upgrade in 2026 needs to revise their memory budget: the minimum price for a 32GB DDR5 kit has crossed $375, and the structural reasons behind that floor are unlikely to
2026-06-05
moneymorning.com
2026-06-05
Money Morning
STOCKS
Nvidia Just Authorized an $80 Billion Buyback. Here's What That Signals.
Money Morning Team
June 5, 2026
Nvidia (NVDA) authorized an $80 billion share buyback this week, the largest in the company's history. It also raised its dividend. The stock finished the week up 1.7%, the only member of the Magnificent 7 that closed higher.
That combination of buyback, dividend raise, and relative
2026-06-05
tomshardware.com
2026-06-05
Matt Safford
Wokyis is already selling its M5 dock that turns your Mac Mini into a mini Macintosh. But it plans to add G7 NES-themed docks, as well, with up to 80Gbps of throughput and larger 7-inch screens.
2026-06-05
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.
2026-06-05
www.timothysykes.com
2026-06-05
timothysykes.com
Rigetti Computing Inc. stocks have been trading up by 3.47 percent after upbeat coverage of its quantum computing progress.
Live Update At 14:33:04 EDT: On Thursday, June 04, 2026 Rigetti Computing Inc. stock [NASDAQ: RGTI] is trending up by 3.47%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
RGTI has been trading like a rollercoas
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Dutch chipmaker ASML Holding (NASDAQ: ASML) reached a market capitalization of $674 billion intraday, making it the most valuable European stock ever recorded.
The milestone eclipses the previous European record set by Novo Nordisk (NYSE: NVO) in June 2024, a company whose fortunes have since reversed sharply.
Trade turnover in Eurasian Economic Union exceeds €80 billion last year
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2026-06-05
tomshardware.com
2026-06-05
Andrew E. Freedman
At Computex, Dell and Acer both introduced systems starting with 8GB of RAM to compete with the MacBook Neo, following a rush to 16GB systems in the last two years to bolster local AI.
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
All this demand for AI chips is just too much for one company.
2026-06-04
tomshardware.com
2026-06-04
Hassam Nasir
Joy-Cons and Pro Controllers might also be revised.
2026-06-04
www.theglobeandmail.com
2026-06-04
The Globe and Mail
Texas Instruments IncorporatedTXN has been one of the strongest performers in the semiconductor industry lately, supported by solid financial execution, growing demand for its analog and embedded chips and increasing exposure to artificial intelligence (AI)-related opportunities. Over the past six months, TXN shares have surged 69.1%, significantly outperforming the broader Zacks Semiconductor – G
2026-06-04
tomshardware.com
2026-06-04
Etiido Uko
The majority of residents oppose the agreement