Semiconductor News & Analysis Feed
10827 articles
2026-06-08
pulse2.com
2026-06-08
Pulse 2.0
NVIDIA and SK Telecom announced plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory expected to come online in 2027. The initiative is designed to provide large-scale AI infrastructure capable of supporting sovereign, physical, and agentic AI services for enterprises and industries across Korea, with a long-term vision of expanding throughout
2026-06-08
www.investing.com
2026-06-08
Investing.com
Asia stocks slide with KOSPI battered by AI losses; Iran escalation weighs
Oil prices jump as Iran attacks Israel in retaliation for Beirut strike
FIFA World Cup: Deutsche Bank says these are the best stocks to own
Is Kevin Warsh Correct About AI’s Impact On Inflation And Interest Rates?
Investing.com -- Nvidia announced several partnerships with major South Korean technology companies on Mond
2026-06-08
www.mediatek.com
2026-06-08
MediaTek
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DGX Spark is a game-changer. This personal AI supercomputer fits a petaflop of peak AI performance into a compact device that sits on your desk. In this video, MediaTek and NVIDIA talk about how DGX Spark allows developers to cr
2026-06-08
pulse2.com
2026-06-08
Pulse 2.0
NAVER announced a major expansion of its AI infrastructure through a partnership with NVIDIA, revealing plans to build AI factories powered by NVIDIA’s DSX platform. The initiative will begin with a 55-megawatt deployment at NAVER’s GAK Sejong data center in South Korea and is expected to scale to gigawatt-level capacity to meet growing global demand for AI services.
The expansion is designed to
2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
Qualcomm vs Arm Holdings Stock: Mobile and Edge-AI Bets
Erwanto Khusuma
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Qualcomm sells chips cheaply but faces a steep Apple modem decline.
Arm licenses chip designs and earns scalable royalties at a premium valuation.
Edge AI is the shared growth driver lifting both business models.
Table of Contents
Qualcomm's Chip Busin
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineon, The
Infineon: The €1.5 Billion AI Power Bet That Could Outlast the Broadcom Shock
08.06.2026 - 06:04:50 | boerse-global.de
Infineon's 13% rout follows Broadcom's weak earnings, but its AI data center power management story drives long-term optimism, with raised guidance and conservative analyst forecasts.
Infineon - Infineon: The €1.5 Billion AI Power Bet That Could Outlast the Broadco
2026-06-08
news.google.com
2026-06-08
Businesskorea
2026-06-08
www.thelec.net
2026-06-08
thelec.net
Intellivix CEO Choi Eun-su (far right) introduces the consortium's "On-Device AI Demonstration Project for Early Wildfire Detection and Autonomous Safety Monitoring Using Domestic AI Semiconductors," developed with Mobilint, to Deputy Prime Minister and Minister of Science and ICT Bae Kyung-hoon at the K-AI Semiconductor Growth Forum held at Lotte Hotel Seoul on June 4. (Photo: Intellivix)
South
2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-08
www.cnbc.com
2026-06-08
CNBC
Asian tech stocks extended their sell-off Monday, as investors sour on global AI-linked plays with the U.S. tech-heavy Nasdaq declining more than 4.5% last week.
Memory chip behemoths and heavyweights on South Korea's Kospi Index Samsung Electronics and SK Hynix fell 5% and 2%, respectively. The Kospi plunged as much as 8% as the two companies make up over 40% of the index.
Taiwan Semiconductor
2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
AI Stocks Tumble as Broadcom, Nvidia Crash
Rendy Andriyanto
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Pressure Spreads to Asia
Sources
Gotrade News - AI stocks crashed after a hotter-than-expected US jobs report triggered a broad market selloff. The S&P 500 fell 2.6%, the NASDAQ dropped 4.2%, and the Dow Jones slipped 1.3% in the session.
The d
2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
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Get the most important global
2026-06-08
blogs.nvidia.com
2026-06-08
NVIDIA Blog
NVIDIA and LG Group Build an AI Factory to Advance Physical AI, Mobility and AI Infrastructure
New AI factory to serve as the foundation for LG Group’s robotics, autonomous driving, data center technologies and GPU cloud services.
June 7, 2026 by Madison Huang
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NVIDIA and LG Group are building an AI factory to accelerate LG Group’s next wave of AI-driven businesses, spanning robotics, au
2026-06-08
news.google.com
2026-06-08
Modern Diplomacy
2026-06-08
www.france24.com
2026-06-08
France 24
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia unveils AI infrastructure deals in South Korea
AFP
Sun, June 7, 2026 at 10:58 PM AST 3 min read
NVDA
-6.20%
SKM
-8.71%
000660.KS
-5.84%
The deals were unveiled after Nvidia CEO Jensen Huang (R) spent the weekend in South Korea (-) · -/POOL/AFP
US chip titan Nvidia on Monday announced a large-scale data centre construction project in South Korea with SK Telecom, among a raft of other busine
2026-06-08
www.barrons.com
2026-06-08
Barron's
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2026-06-08
news.google.com
2026-06-08
CNBC
2026-06-08
www.ebc.com
2026-06-08
EBC Financial Group
Cadence Design Systems (Nasdaq: CDNS) closed at $376.19 on June 5, with CDNS stock down 8.62% on the day, more than double the Nasdaq Composite's 4.18% decline, itself the index's worst session since April 2025.
The S&P 500 lost about 2.6%. For a company with a record $8.0 billion backlog and guidance for 17% revenue growth this year, the size of the move demands a better explanation than "tech
2026-06-08
news.google.com
2026-06-08
EE Times Asia