Semiconductor News & Analysis Feed
2127 articles
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.
2026-06-09
digitimes.com
2026-06-09
AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to advanced computing resources. The company said the funding is intended to support long-term economic growth and scientific leadership nationwide.
2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-09
semiengineering.com
2026-06-09
Anne Meixner
Scaling to tens of millions of CPO units per year requires the industry to first settle...
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports.
2026-06-09
news.google.com
2026-06-09
CNBC
2026-06-09
www.sandiegouniontribune.com
2026-06-09
San Diego Union-Tribune
BUSINESS
ENERGY
News
SDG&E, Qualcomm and Scripps team up to curb wildfires and extreme weather with AI
The Edge Alert Sentinel initiative will go atop Palomar Mountain
Staffers from San Diego Gas & Electric, UC San Diego and Qualcomm meet at Palomar Mountain to discuss their collaboration on the Edge Alert Sentinel initiative, a project using AI that is aimed at helping reduce the risk of wildfire
2026-06-09
www.msn.com
2026-06-09
MSN
CNBC's Jim Cramer said Nvidia's growing sovereign AI business could help reduce the company's dependence on hyperscalers.
He said governments around the world are investing heavily in domestic AI infrastructure, creating a new source of demand for Nvidia's chips that is less dependent on near-term financial returns.
CNBC's Jim Cramer said Monday that Nvidia's growing business with sovereign natio
2026-06-09
www.cnbc.com
2026-06-09
CNBC
CNBC’s Jim Cramer said Monday that Nvidia’s
growing business with sovereign nations could help ease investor concerns about the company’s dependence on a handful of hyperscale customers.
“Nvidia does not want to be hostage to customers that are trying their best to get off Nvidia,” the “Mad Money” host said. “It wants to try to get everyone to be a customer.”
Investors have started to worry tha
2026-06-09
www.thelec.net
2026-06-09
thelec.net
Samsung Electronics DS Division Head and Vice Chairman Jun Young-hyun holds a press briefing at the Shilla Hotel banquet hall in Seoul's Jangchung-dong district on June 8. (Photo: THE ELEC)
Samsung Electronics expressed confidence in its long-term partnership with Nvidia despite the chip designer's increasingly close relationship with SK hynix.
Jun Young-hyun, vice chairman and head of Samsung E
2026-06-09
www.mymalonetelegram.com
2026-06-09
The Malone Telegram
Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
2 hrs ago
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Cadence (Nasdaq: CDNS) today announced an expanded collaboration with Intel Foundry to advance Design Technology Co-Optimization (DTCO) targeting Intel’s next-generation process technologies
2026-06-09
wmbdradio.com
2026-06-09
1470 & 100.3 WMBD
SEOUL, June 8 (Reuters) – Samsung Electronics’ co-CEO and head of its chip division, Jun Young-hyun, said on Monday he discussed cooperation in next-generation foundry chips with Nvidia CEO Jensen Huang during a meeting in Seoul.
Jun said Samsung and Nvidia are currently collaborating on autonomous driving chips and Groq AI accelerator chips, and also discussed cooperation on future gener
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Looking For The Next Nvidia? Bank of America Says You Already Know The Answer
Looking For The Next Nvidia? Bank of America Says You Already Know The Answer
Piero Cingari
Mon, June 8, 2026 at 11:01 AM PDT 5 min read
NVDA
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Trade NVIDIA on Coinbase
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While Wall Street keeps hu
2026-06-09
tomshardware.com
2026-06-09
Jake Roach
Intel is expanding its performance-boosting iBOT feature with seven new games.
2026-06-09
stockstory.org
2026-06-09
StockStory
__fail__
2026-06-09
news.google.com
2026-06-09
AD HOC NEWS
2026-06-09
americanbazaaronline.com
2026-06-09
The American Bazaar
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Nvidia announced on Monday that it was entering a series of deals with South Korean companies, including SK Hynix and Naver, as it attempts to secure crucial memory chips for its AI ambitions. The agreements come during CEO Jensen Huang’s trip to South Korea, which began on Friday.
Nvidia and its partners did not disclose the value of the deals. SK Group, South Korea’s second-largest fami
2026-06-09
www.theglobeandmail.com
2026-06-09
The Globe and Mail
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
The decisive tone-setter was Nvidia CEO Jensen Huang, who described the previous week's selloff as a chance to "buy at a discount," adding that the AI revolution is still "at the beginning." That framing, was enough to stabilize sentiment i