Semiconductor News & Analysis Feed
439 articles
2026-06-08
nvidianews.nvidia.com
2026-06-08
NVIDIA Newsroom
News Summary:
NAVER, an AI Cloud, will build AI factories on the NVIDIA DSX platform at gigawatt scale, starting with AI infrastructure expansion at GAK Sejong.
NVIDIA DSX gives NAVER a proven AI factory blueprint to serve Korea’s industries and global AI cloud customers as demand for useful AI surges at lowest token cost.
NAVER will use NVIDIA full-stack AI platforms, models and software to adva
2026-06-08
www.daily-tribune.com
2026-06-08
The Daily Tribune News
NAVER Expands AI Infrastructure With NVIDIA to Serve Surging Global AI Demand
2 hrs ago
News Summary:
NAVER, an AI Cloud, will build AI factories on the NVIDIA DSX platform at gigawatt scale, starting with AI infrastructure expansion at GAK Sejong.
NVIDIA DSX gives NAVER a proven AI factory blueprint to serve Korea’s industries and global AI cloud customers as demand for useful AI surges at low
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
moneywise.com
2026-06-08
moneywise.com
Em Norton
Jun 7, 2026
Jensen Huang, CEO of Nvidia, delivered a keynote speech at Computex — the leading global exhibition focused on AIoT and startups — on Monday. The exhibition’s theme was “AI Together” and Huang’s speech focused on agentic and physical AI, and what it means for the future.
According to Fortune Business Insights, the agentic AI market is currently valued at over $9 billion and
2026-06-07
seekingalpha.com
2026-06-07
Seeking Alpha
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2026-06-07
www.indexbox.io
2026-06-07
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.
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2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
simplywall.st
2026-06-07
simplywall.st
__fail__
2026-06-06
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-05
news.google.com
2026-06-05
Finimize
2026-06-05
news.google.com
2026-06-05
Finimize
2026-06-05
news.google.com
2026-06-05
digitimes
2026-06-05
www.fxleaders.com
2026-06-05
FXLeaders
Micron Technology’s stock has been showing remarkable performance, and in the past few days, it has posted significant moves with some profit booking as well. For example, over the last month, this stock has risen by more than 25 percent before cooling off. Looking at the last year, it has gained massive returns of over 800 percent.
At the time we are writing this article, this stock is trading a
2026-06-05
eetimes.com
2026-06-05
Chips Act 2.0 shifts EU focus from factory subsidies to chip design and demand.
2026-06-05
news.google.com
2026-06-05
EE Times
2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows
2026-06-05 Semiconductors editor
News
Please note that this article cites information from Sisa Journal, Economic Daily News, Commercial Times, Forbes and The Elec.
As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate so