Semiconductor News & Analysis Feed
12135 articles
2026-06-04
www.prnewswire.com
2026-06-04
PR Newswire
GMI Cloud Supports the Next Era of AI Factories with NVIDIA Vera Rubin
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GMI Cloud
Jun 03, 2026, 14:01 ET
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TAIPEI , June 3, 2026 /PRNewswire/ -- NVIDIA GTC -- GMI Cloud, an AI-native cloud infrastructure company purpose-built for production AI, today announced its support for the next era of agentic AI factories following the momentum of NVIDIA Vera Rubin
2026-06-04
www.01net.it
2026-06-04
01net
www.01net.it
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2026-06-04
www.marketscreener.com
2026-06-04
marketscreener.com
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Navitas Semiconductor (
NVTS
+19.26%
) stock is posting big gains in Wednesday's trading despite bearish pressures for the broader market. The company's share price was up 22.5% as of 1:30 p.m. ET despite the S&P 500 being down 0.7% and the Nasdaq Composite being down 0.5%.
While rising oil costs and bond yields are weighing on the broader market today, Navitas's valuation is surging thanks to ne
2026-06-04
auto.economictimes.indiatimes.com
2026-06-04
ET Auto
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2026-06-04
auto.economictimes.indiatimes.com
2026-06-04
ET Auto
Auto Events- Explore and discuss challenges & trends in India's leading B2B Auto events
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2026-06-04
www.quiverquant.com
2026-06-04
Quiver Quantitative
Sector Reaction: Social media participants observed a notable pullback in Applied Optoelectronics shares after NVIDIA leadership suggested extended use of copper in data centers. Analysts on the platform clarified that the remarks addressed supply sequencing rather than a shift away from optics. They pointed to NVIDIA's own investments in related firms as evidence of ongoing commitment to the opti
2026-06-04
quantumcomputingreport.com
2026-06-04
Quantum Computing Report
Infineon Technologies AG has integrated its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA’s Jetson Thor processing platform. Designed to isolate cryptographic assets and monitor system state parameters at the silicon level, the hardware module serves as a certified root of trust for robotics and Physical AI systems. The architecture provides robotic fleet operators with cryptographic
2026-06-04
www.techtimes.com
2026-06-04
Tech Times
By Kyle Belmonte
Published: Jun 03 2026, 12:57 PM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soa
2026-06-04
tomshardware.com
2026-06-04
Andrew E. Freedman
The MSI Claw 8 EX AI+ brought comfort and performance to Computex with massive prongs and Intel Arc G3 Extreme.
2026-06-04
www.marketscreener.com
2026-06-04
marketscreener.com
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2026-06-04
www.channelnewsasia.com
2026-06-04
CNA
Business
Automakers, retailers warn US memory-chip shortage is impacting prices
FILE PHOTO: Automobiles drive in heavy traffic along the Long Island Expressway in the Queens borough of New York, U.S., November 20, 2018. REUTERS/Shannon Stapleton/File Photo
04 Jun 2026 12:39AM
(Updated: 04 Jun 2026 01:53AM)
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2026-06-04
news.arizona.edu
2026-06-04
University of Arizona News
U of A joins national semiconductor workforce training hub
College of Engineering and the Arizona Commerce Authority
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Mark Van Dyke (far right), associate dean of research in the College of Engineering and professor of biomedical engineering, represents the University of Arizona at the NNME Southwest Node press conference on May 27.
The University o
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-04
www.bgr.com
2026-06-04
bgr.com
Technology
Artificial Intelligence
Nvidia Partnered With A Chinese Company To Build A 'Physical AI' Humanoid Robot
By Sead Fadilpasic June 3, 2026 12:17 pm EST
Nvidia
Nvidia has entered the humanoid robotics race. Through a partnership with Chinese startup Unitree, the U.S. chipmaker is developing a robotics system with an integrated reference design focused on academic research. The idea is to
2026-06-04
www.jonpeddie.com
2026-06-04
Jon Peddie Research
TechWatch is the front line of JPR information gathering service, comprising current stories of interest to the graphics industry spanning the core areas of graphics hardware and software, workstations, gaming, and design.
A subscription to TechWatch includes 4 hours of consulting time to be used over the course of the subscription.
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2026-06-04
www.pcmag.com
2026-06-04
PCMag
Nvidia kicked Computex off with massive news: a full-scale consumer laptop play, powering a new class of power-user AI PCs with its RTX Spark superchip.
This isn't just about throwing an Nvidia sticker on a keyboard deck and dropping a jumped-up Arm chip inside. Nvidia’s move represents a major shift in laptop hardware. By taking the heavy-lifting AI components of Nvidia’s DGX Spark developer des
2026-06-04
www.msn.com
2026-06-04
MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices.
Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year.
Even with the recent drop, the stock is up more than sevenfold i
2026-06-04
www.taipeitimes.com
2026-06-04
Taipei Times
Nvidia Corp has begun shipping next-generation co-packaged optics (CPO) switches developed with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), as the US tech giant seeks to tackle data transmission and power consumption challenges in artificial intelligence (AI) data centers, a Nvidia executive said yesterday.
The company has begun shipping its new Spectrum-X CPO switch to select partners, Nv
2026-06-04
www.newswire.com
2026-06-04
newswire.com
Vadzo Imaging Announces NIR LED Array Board Integration Service for Uniform Illumination in Biometric, Inspection, and Day-Night Vision Applications
PRESS RELEASE • JUN 3, 2026 16:00 UTC
Vadzo Imaging introduces an OEM engineering program that combines precision configured NIR LED array boards with a portfolio of monochrome NIR camera products spanning MIPI, USB 3.0 and GigE interfaces. The servi