Semiconductor News & Analysis Feed
887 articles
2026-06-09
digitimes.com
2026-06-09
Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate the commercialization of physical AI and expand South Korea's role in next-generation AI infrastructure.
2026-06-09
digitimes.com
2026-06-09
COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again dominated the conversation: Nvidia.
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures.
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Are Computer and Technology Stocks Lagging Applied Materials (AMAT) This Year?
Zacks Equity Research
Mon, June 8, 2026 at 6:40 AM PDT 2 min read
AMAT
+8.01%
ATEN
+0.33%
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Trading disclosure
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Applied Materials (AMAT) bee
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The cyclicality of the semiconductor industry might give some investors pause, even as the memory chip makers continue to skyrocket past expectations and the price targets set in place by sell-side analysts. Names like Micron (NASDAQ:MU | MU Price Prediction) and SK Hynix have been simply unstoppable of late.
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That is, until we had that brutal Friday session that saw semiconductors ta
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Is Micron Quietly Preparing for the Collapse in AI Demand?
Joey Frenette
Mon, June 8, 2026 at 6:02 AM PDT 4 min read
MU
+10.06%
NVDA
+1.69%
000660.KS
-7.68%
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Trading disclosure
Quick Read
Micron's 13% single-session stock drop spooked investors, but paying off $8.6 billion in debt early signals financial strength, not a coming bust.
Micron's $25 billion capacity investm
2026-06-08
maaal.com
2026-06-08
صحيفة مال
Nvidia CEO: Memory Chip Shortage Could Last for Years
Maaal: «Riyadh»
Publish: 8 June 2026
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Nvidia and South Korea's SK are set to announce a collaboration plan on Monday, as Jensen Hwang, president of the US chipmaker, said the current memory chip shortage could last for several years.
A spokesperson for SK Hynix confirmed that group chairman Chi Tae-won and Nvidia CEO JFK plann
2026-06-08
maaal.com
2026-06-08
صحيفة مال
Nvidia CEO: Memory Chip Shortage Could Last for Years
Maaal: «Riyadh»
Publish: 8 June 2026
Share through
16
Nvidia and South Korea's SK are set to announce a collaboration plan on Monday, as Jensen Hwang, president of the US chipmaker, said the current memory chip shortage could last for several years.
A spokesperson for SK Hynix confirmed that group chairman Chi Tae-won and Nvidia CEO JFK plann
2026-06-08
eetimes.com
2026-06-08
AI transforms intra-data center networking, accelerating optical innovation while extending decades-long evolution in high-performance connectivity.
2026-06-08
siliconangle.com
2026-06-08
SiliconANGLE
Artificial intelligence chipmaker Nvidia Corp. today announced a slate of new partnerships with some of South Korea’s biggest technology, including the memory chip supplier SK hynix Inc., internet giant Naver Corp. and the multinational conglomerate Doosan Group.
The deals came during a high-profile trip by Nvidia Chief Executive Jensen Huang to the country. He arrived on Friday, and has spent th
2026-06-08
digitimes.com
2026-06-08
As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.
2026-06-08
digitimes.com
2026-06-08
Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.
2026-06-08
digitimes.com
2026-06-08
Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
2026-06-08
digitimes.com
2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.
2026-06-08
digitimes.com
2026-06-08
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 strengthen on-device computing while reshaping how premium PCs approach local AI workloads.
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
__fail__
2026-06-07
247wallst.com
2026-06-07
24/7 Wall St.
__fail__
2026-06-07
tomshardware.com
2026-06-07
Hassam Nasir
Some even tipped early 2028 for the hardware release window.
2026-06-07
www.tomshardware.com
2026-06-07
Tom's Hardware
Tech Industry
ASML becomes Europe's most valuable company ever as analysts bet on higher EUV output — its market cap hit $674 billion this week
News
By Luke James published 60 minutes ago
Passing the $650 billion record Novo Nordisk set in June 2024.
(Image credit: ASML)
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