Semiconductor News & Analysis Feed
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2026-06-08
www.tradingview.com
2026-06-08
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Reuters
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Samsung Elec's chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEO
Samsung Elec's chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEO
RefinitivLess than 1 min read
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2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching in Jun
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
Michael Williams
Mon, June 8, 2026 at 2:30 AM PDT 5 min read
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SOXQ delivered a 182% one-year return at a 0.19% expense ratio, making it a cheaper entry point into the AI semiconductor boom than rival
2026-06-08
www.tradingpedia.com
2026-06-08
TradingPedia
Nvidia Deepens South Korea Ties With AI Chip Deals Push
Written by Michael Fisher, | Updated: June 8, 2026
Key Moments
Nvidia secured multi-year partnerships in South Korea with SK Hynix, SK Telecom, Naver, Doosan Group, and LG Group. These deals support its expanding AI roadmap.
In addition, SK Telecom plans to build a gigawatt-scale AI cloud in South Korea using Nvidia technology. It aims to lau
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Apple's M5 Pro signals a broader shift in laptop processors, with implications for global device makers, developers, and AI users. A teardown suggests Apple is combining chiplet-style packaging, higher memory bandwidth, and GPU-based AI acceleration to...
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2026-06-08
www.msn.com
2026-06-08
MSN
・Despite the supply-demand gap, CEO Wei added that TSMC will refrain from suddenly raising prices to maintain a stable business.
・Two plots of land acquired in Arizona should be enough to satisfy TSMC's needs for a decade, Wei said.
・CEO Wei stated that the company will not be able to meet demands from its American customers even after its manufacturing facilities get operational in the U.S.
Ta
2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
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2026-06-08
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EQS
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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
2 min read
ROHM Co., Ltd./ Key word(s): Miscellaneous
ROHM's SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance
08.06.2026 / 09:05 CET/CEST
The issuer is solely responsible for the content of this announceme
2026-06-08
www.lightreading.com
2026-06-08
Light Reading
Having already pitched its GPUs for use in RAN compute's servers and appliances, Nvidia is working on an offer that would go directly into radios.
Long before the current AI boom, Nvidia's graphics processing units (GPUs) were barely known outside the computer games industry. Their ability to do parallel processing – multiple calculations at once – later captured the interest of AI's developers,
2026-06-08
www.astutegroup.com
2026-06-08
Astute Group
Home > General > Huawei Chip Technology Push Reshapes Semiconductor Supply Chains
New US export controls drive component sourcing changes in China
Huawei has outlined a new semiconductor development strategy that aims to achieve transistor density equivalent to 1.4nm-class technology by 2031, despite continuing US restrictions on advanced chipmaking equipment. The announcement, made at the IEEE
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Follow-up talks come as Nvidia broadens partnerships with Korean companies beyond semiconductors
LG Group Chairman Koo Kwang-mo (left) and Nvidia CEO Jensen Huang shake hands during their meeting at LG Twin Towers on Monday. (LG Group)
LG Group Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang met Monday at LG Twin Towers in Yeouido, western Seoul, to discuss collaborations spanning robotics, AI
2026-06-08
news.futunn.com
2026-06-08
富途牛牛
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2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Hyundai Motor Group Executive Chair Chung Euisun (right) and Nvidia CEO Jensen Huang are spotted in front of a restaurant in central Seoul on Sunday. (Yonhap)
Hyundai Motor Group Executive Chair Chung Euisun and Nvidia CEO Jensen Huang met in Seoul on Monday, reportedly discussing their collaboration to incorporate physical AI in deep tech sectors spanning autonomous driving, robotics and smart f
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Chey Tae-won, Jensen Huang unveil plans to deepen cooperation beyond memory chips
Nvidia CEO Jensen Huang (right) shakes hands with SK Group Chairman Chey Tae-won after a joint briefing at SK Group’s headquarters in central Seoul on Monday. (Yonhap)
SK Group and Nvidia are taking their long-running chip partnership into the artificial intelligence infrastructure race, with plans to build what th
2026-06-08
ioplus.nl
2026-06-08
ioplus.nl
CHIP+
ASML sees AI influencing every stage: chip design to fabrication
The semiconductor industry is entering what ASML’s CEO describes as a “major race” creating an unprecedented dynamic across the sector.
Published on June 8, 2026
By: Elcke Vels
Our DATA+ expert and Editor-in-Chief, Elcke Vels, explores AI, cyber security, and Dutch innovation. Her "What if..." column imagines bold scenarios
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
news.google.com
2026-06-08
Gizmochina
2026-06-08
www.openpr.com
2026-06-08
openPR.com
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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.marketwatch.com
2026-06-08
MarketWatch
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