Semiconductor News & Analysis Feed
12138 articles
2026-06-03
www.heygotrade.com
2026-06-03
Gotrade
Marvell After the Nvidia $2B Stake: Re-Rating or Already Priced In?
Erwanto Khusuma
Gotrade Team
Jun 3, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Nvidia's $2B stake ties Marvell into its dominant AI platform.
NVLink Fusion validates Marvell's custom XPU roadmap and pipeline.
Re-rate or priced in depends on horizon and custom-silicon conviction.
Table of Contents
The Strategic Logic B
2026-06-03
www.bisinfotech.com
2026-06-03
Bisinfotech
Home/ Data Center/Infineon Expands SiC Solutions for AI Data Centers
Infineon Expands SiC Solutions for AI Data Centers
Vaishali Chauhan June 3, 2026
2 minutes read
Infineon Technologies AG is expanding its CoolSiC JFET portfolio in response to growing demand from AI data centers and the shift towards solid-state power protection. With new devices, package options and configurations, the comp
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
On June 03, 2026, NVIDIA Corp NVDA announced its collaboration with Infineon to integrate the Optiga Trusted Platform Module (TPM), SLB 9672, into Nvidia's Jetson Thor platform. This innovative security solution is designed to protect cryptographic keys and ensure system integrity by operating at the chip level. Through this integration, a certified, quantum-resilient root of trust is established,
2026-06-03
www.proactiveinvestors.co.uk
2026-06-03
Proactive Investors
What Brokers Say
Tech
Written by:
Ian Lyall
About this content
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No investment advice
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ASML Holding NV
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JP Morgan raises ASML estimates as chipmaker signals it can supply far more EUV tools than previously guided
Published: 16:10 03 Jun 2026 BST
JP Morgan has concluded that consensus earnings estimates for ASML Holding N
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.manilatimes.net
2026-06-03
The Manila Times
MUNICH, June 3, 2026 /PRNewswire/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physica
2026-06-03
www.bisinfotech.com
2026-06-03
Bisinfotech
Home/ Semiconductor Component/ROHM’s SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance
ROHM’s SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance
Vaishali Chauhan June 3, 2026
2 minutes read
ROHM Co., Ltd. has announced that its 750 V SiC MOSFET has been adopted in a BBU (Battery Backup Unit) for AI server power supplies. With the rise of generative AI,
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.bdtonline.com
2026-06-03
Bluefield Daily Telegraph
Clear skies. Low near 50F. Winds light and variable..
Game 1: Spurs and Knicks set to open the NBA Finals on Wednesday night in San An…
In this photo released on June 3rd, 2026, Infineon has been working with ecosystem partners such as NVIDIA to support robot developers and manufacturers in moving from lab pilots to fleet deployment.
Sorry, there are no recent r
2026-06-03
www.marketscreener.com
2026-06-03
marketscreener.com
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2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.digitimes.com
2026-06-03
digitimes
Sameer Wasson, CEO of MIPS by GlobalFoundries, spoke at the MIPS Forum at Computex 2026 on June 3 in Taipei, held at the Taipei Courtyard by Marriott Nangang — one day after his company announced the completion of its acquisition of Synopsys' ARC Processor IP...
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2026-06-03
www.marketscreener.com
2026-06-03
marketscreener.com
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2026-06-03
mashable.com
2026-06-03
Mashable
Qualcomm CEO Cristiano Amon outlines how agentic AI is revolutionizing the architecture of our everyday devices at Computex 2026. Discover the future of smart technology across mobile, robotics, automotive, and data centers.
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2026-06-03
www.airliquide.com
2026-06-03
Air Liquide
Contact
Close popin
Air Liquide announces milestone investment in South Korea to support SK hynix’s advanced AI memory chip project
Paris, France, June 03, 2026 Press Releases Group
Air Liquide has signed a major long-term contract with SK hynix, a global leader in memory semiconductors. The Group will bring its pioneering solutions to SK hynix’s massive industrial project dedicated to advanced p
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Perhaps one of the surprises in the AI boom has been Micron (
MU
+2.70%
) stock. The memory chip giant that once struggled to hold on to its gains during bull cycles has surged to record levels, even surpassing the $1 trillion market cap level. This would have been unthinkable 10 years ago, when the stock sold for just $12 per share.
Amid the nearly 7,800% increase in the chip stock's price, inve
2026-06-03
news.bloomberglaw.com
2026-06-03
Bloomberg Law News
As state “anti-troll” statutes become more commonly used in patent disputes, courts need a jurisdictional rule that is clear and respects the difference between federal patent cases and state-law cases that simply have patents in them.
The US Court of Appeals for the Federal Circuit will hear arguments June 5 in Micron Technology, Inc. v. Netlist, Inc., which involves Micron’s claim that Netlist
2026-06-03
news.financial
2026-06-03
news.financial
June 3rd, 2026 | 10:30 CEST
SIMPLE AND BRUTAL: NO NUCLEAR POWER, NO AI - WHY AMERICAN ATOMICS, INFINEON, AND AIXTRON PLAY KEY ROLES
NUCLEAR
AI
URANIUM
SOFTWARE
Photo credits: Pixabay
The energy demand of artificial intelligence and data centres is enormous. Studies consistently show that no single energy source will be sufficient; instead, a diversified energy mix will be required to meet ri
2026-06-03
www.gasworld.com
2026-06-03
gasworld
© Air Liquide
Air Liquide to supply SK hynix with €200m plant in South Korea
By Molly Burgess
9 min ago
2 min read
Bookmark
Industrial gas major Air Liquide will build a nitrogen production unit in South Korea, worth nearly €200m ($232m), to supply memory chipmaker SK hynix under a newly signed long-term contract.
Set to be operational by late 2027, the plant will supply high-purity gases and hi
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) and Broadcom (
AVGO
+4.85%
) are the top artificial intelligence (AI) chipmakers by market cap, and both delivered record results in their most recent quarters.
Of the two, Broadcom has been the better investment in 2026 and over the last year, but Nvidia is the winner if you look further back. Its five-year and 10-year returns are much higher than Broadcom's.
Let's see how