Semiconductor News & Analysis Feed
6977 articles
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, speaking from South Korea tonight after Friday’s brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.” More importantly for memory bulls, he framed the AI supply crunch as a multi-year condition, an unmistakably positive read-through for Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), which tr
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
Eric Bleeker
Sun, June 7, 2026 at 9:28 PM PDT 2 min read
MU
-13.25%
SNDK
-11.39%
NVDA
-6.20%
WDC
-11.08%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Huang called AI stocks "very cheap" and framed the memory shortage as a multi-year condition, a direct bullish read for MU and
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.indexbox.io
2026-06-08
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-08
news.futunn.com
2026-06-08
富途牛牛
__fail__
2026-06-08
news.google.com
2026-06-08
foreignpolicyjournal.com
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
__fail__
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
__fail__
2026-06-08
news.google.com
2026-06-08
Gizmochina
2026-06-08
www.barrons.com
2026-06-08
Barron's
__fail__
2026-06-08
www.trendforce.com
2026-06-08
TrendForce
[News] SK hynix to Supply Memory for NVIDIA Vera CPU as Partnership Deepens; Samsung Meeting in Spotlight
2026-06-08 Semiconductors editor
News
Please note that this article cites information from Global Economic News, ZDNet, Bloomberg, SK hynix, and NVIDIA.
Following confirmation that the “big three” memory makers—Samsung Electronics, SK hynix, and Micron—have secured HBM4 supply approv
2026-06-08
www.openpr.com
2026-06-08
openPR.com
Consent to Cookies & Data processing
We use cookies in accordance with our privacy policy linked below to process end device information and personal data. This serves the integration of content, external services and elements of third parties, statistical analysis/measurement, personalized advertising as well as the integration of social media. Depending on the function, data is thereby passed on
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
www.moomoo.com
2026-06-08
Moomoo
__fail__
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Better Buy After the Semiconductor Sell-Off: Marvell or Broadcom?
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 10:22 PM AST 4 min read
AVGO
-7.92%
MRVL
-16.74%
NVDA
-6.20%
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that expectations can outrun even rapid growth. Marvell Technology (
MRVL
15.74%
), which had soared roughly 32% in a single session days earlier, gave back a good chunk of that gain b
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
__fail__
2026-06-08
www.koreatimes.co.kr
2026-06-08
The Korea Times
Nvidia CEO Jensen Huang, right, speaks during a media interview with SK Group Chairman Chey Tae-won, left, at SK Group's headquarters in central Seoul, Monday. Yonhap
SK Group and Nvidia on Monday announced a “long-term” partnership for artificial intelligence (AI), which include co-developing chips for AI accelerators and expanding AI infrastructure including semiconductor fabs and data centers.