Semiconductor News & Analysis Feed
12135 articles
2026-06-04
www.cnbc.com
2026-06-04
CNBC
Technology stocks fell in premarket trading Thursday, with chipmakers Broadcom
, Micron Technology
and Marvell Technology
leading the losses as investors fled the semiconductor space.
Broadcom shares were down 14.6% ahead of the market open after the company, which designs and makes customized AI chips for other technology names, reported weaker-than-expected earnings on Wednesday.
The fall wa
2026-06-04
dig.watch
2026-06-04
Digital Watch Observatory
Home | Updates | EU proposes Chips Act 2.0 to strengthen semiconductor ecosystem
Chips Act 2.0 targets advanced semiconductors, AI chips, mainstream chips and stronger supply chain intelligence.
The European Commission has proposed Chips Act 2.0, a new framework intended to strengthen Europe’s semiconductor ecosystem and build on the original European Chips Act.
The proposal aims to boost the E
2026-06-04
www.sdxcentral.com
2026-06-04
SDxCentral
TSMC CEO warns AI demand could outstrip chip supply for ‘years’: report
Strait of Hormuz crisis compounds hardware shortfall, while TSMC CEO says added Arizona capacity won't meet surging U.S. demand
June 04, 2026 By Ben Wodecki Have your say
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– Taiwan Semiconductor Manufacturing Co., Ltd.
C.C. Wei, the CEO of TSMC, has issued a warning that global chips
2026-06-04
www.ad-hoc-news.de
2026-06-04
AD HOC NEWS
ASMLs, Billion
ASML's €12 Billion Buyback and EUV Capacity Debate Drive Divergent Institutional Reaction
04.06.2026 - 13:13:18 | boerse-global.de
ASML hits record high becoming Europe's most valuable firm; JPMorgan and Morgan Stanley raise price targets on EUV output flexibility, while institutional investors show divergent bets.
KI-Buchhaltung: Bearbeitungszeit sinkt um ein Drittel, Genauigkeit
2026-06-04
stocktwits.com
2026-06-04
Stocktwits
stocktwits.com
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2026-06-04
www.msn.com
2026-06-04
MSN
Micron Technology stock was dropping on Thursday amid broad weakness across the semiconductor sector. Investors are keeping a close eye on the memory-chip cycle and it could be reaching its peak shortly.
Micron shares were down 7% at $1,005.03 in premarket trading. That’s not much of a dent in its 916% gain over the past year through Wednesday’s close but might betray some nervousness about wheth
2026-06-04
sherwood.news
2026-06-04
Sherwood News
Claire Yubin Oh
10M
Micron and Sandisk drop on double dose of bad news — blame Broadcom and SK Hynix
MicronMU $1,008.45 (1.45%) and SandiskSNDK $1,730.00 (6.79%)are both down more than 6% on Thursday, as Broadcom's underwhelming results weigh on the entire AI complex.
But the two memory giants might be under more pressure than others for another reason, too. Reuters reported that Korean rival SK
2026-06-04
pv-magazine-usa.com
2026-06-04
pv magazine USA
pv-magazine-usa.com
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2026-06-04
www.msn.com
2026-06-04
MSN
By Heekyong Yang
SEOUL, June 4 (Reuters) - SK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced memory semiconductors needed to run AI data centers, a source familiar with the matter said on Thursday.
The South Korean memory-chipmaker made a confidential filing to list shares in the U
2026-06-04
www.macworld.com
2026-06-04
Macworld
OPINION
Nvidia’s RTX Spark laptops are gunning for the MacBook Pro. Yawn
Everyone is talking about how the MacBook Pro just got put on notice. I'm not so sure.
By Jason Cross
Senior Editor, Macworld
JUN 4, 2026 3:45 AM PDT
Image: Nvidia
Nvidia just announced its new consumer laptop/desktop chip at Computex—RTX Spark—along with a host of partnerships from hardware manufacturers and Microsoft. It’s
2026-06-04
www.msn.com
2026-06-04
MSN
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) remains confident in its long-term growth trajectory, with Chief Executive C.C. Wei highlighting sustained demand for advanced computing infrastructure and cutting-edge semiconductors driven by the rapid expansion of artificial intelligence.
Speaking at the company’s annual shareholder meeting on Thursday, Wei said customer sentiment toward AI
2026-06-04
www.msn.com
2026-06-04
MSN
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is striving to keep up with demand and avoid becoming a bottleneck in the global supply chain during the relentless boom in artificial intelligence, its CEO said on Thursday.
C.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are s
2026-06-04
cryptobriefing.com
2026-06-04
Crypto Briefing
TSMC CEO outlines efforts to enhance cost-effectiveness of High-NA EUV
The world's largest chipmaker is pumping the brakes on $400M-per-unit lithography tools, opting to squeeze more life out of curre
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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2026-06-04
www.engineersireland.ie
2026-06-04
Engineers Ireland
Tyndall National Institute has welcomed the European Commission’s proposal for a Chips Act 2.0, describing it as a decisive step in strengthening Europe’s semiconductor ecosystem and accelerating the transition from research excellence to industrial-scale capability.
Demand-generation, industrialisation, resilience, and supply chain security
The updated framework signals a major evolution in Eur
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
It's official: Micron Technology (
MU
+1.56%
) has surpassed a market cap of $1 trillion, making it the 12th-most-valuable company in the world. The memory chipmaker is benefiting from the build-out of artificial intelligence (AI) infrastructure, with its stock up nearly 1,000% over the last year. As of this writing on June 2, 2026, Micron has zoomed even higher to a market value of approximately
2026-06-04
www.msn.com
2026-06-04
MSN
Broadcom's (AVGO) -13% post-earnings selloff has renewed attention on valuations across the semiconductor sector, where many of the industry's largest companies now carry some of the market's least attractive valuation grades despite benefiting from the ongoing AI boom.
The rapid adoption of artificial intelligence has fueled a powerful rally in chip stocks over the past two years, driving many s
2026-06-04
www.macrumors.com
2026-06-04
MacRumors
Apple's Overhauled Siri Will Reportedly Run on Nvidia's Blackwell Chips
Thursday June 4, 2026 2:38 am PDT by Tim Hardwick
Apple will rely on Google's fleet of Nvidia chips to power its overhauled version of Siri when it launches in September, according to a new report from The Information.
Last week, the outlet reported that Apple plans to highlight the on-device AI capabilities of its devices
2026-06-04
www.dailysabah.com
2026-06-04
Daily Sabah
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