Semiconductor News & Analysis Feed
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2026-06-15
datacentremagazine.com
2026-06-15
Data Centre Magazine
NVIDIA is strengthening its position in the AI infrastructure market through a series of agreements in South Korea that span memory supply, data centre development and AI-powered industrial systems.
During a four-day visit to Seoul, NVIDIA's CEO, Jensen Huang, secured agreements with SK hynix, SK Telecom, Naver, Doosan Group, LG Group and Hyundai Motor Group.
The financial terms to the partnersh
2026-06-15
www.tradingview.com
2026-06-15
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OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
RefinitivLess than 1 min read
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
wccftech.com
2026-06-15
Wccftech
The 2nm GAA process is slowly gaining traction through improved yields, with Samsung’s more mature 4nm and 8nm nodes increasing in utilization, becoming one of the reasons why the Korean giant is slowly approaching the path of profitability. Unfortunately, there’s always some resistance in the way, and according to the company’s semiconductor head, it’s performance-based bonuses and a mobile-centr
2026-06-15
www.marketbeat.com
2026-06-15
MarketBeat
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2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Micron’s, HBM
Micron’s HBM Production Is Sold Out Through 2026, but the Stock’s Next Move Hinges on June 24 Earnings
15.06.2026 - 09:31:26 | boerse-global.de
Micron sold all HBM output for 2026 under multi-year contracts; 2027 capacity already queued. Stock up 750% in a year, but near-term direction depends on June 24 Q3 earnings report.
Micron’s - Micron’s HBM Production Is Sold Out Through 202
2026-06-15
www.lightreading.com
2026-06-15
Light Reading
Nvidia's plans to build a chip for the radio unit have not changed minds at Ericsson about the economic rationale for doing purpose-built 5G.
Ericsson's investors were in a flap last week as news of Nvidia's latest plans sent the Swedish 5G company's share price down 6% on June 9. The giant American chipmaker had already urged 5G radio access network (RAN) vendors to use its graphics processing u
2026-06-15
www.ebc.com
2026-06-15
EBC Financial Group
NVIDIA remains the stronger default AI chip entry after the pullbacks, as its growth has already been demonstrated in earnings. AMD offers the bigger catch-up trade only if accelerator adoption expands faster than the market has already priced in.
NVIDIA’s $75.2 billion Data Centre quarter gives it a stronger earnings-backed AI thesis, with AI infrastructure revenue already visible at scale.
AMD
2026-06-15
www.bloomberg.com
2026-06-15
Bloomberg.com
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2026-06-15
www.digitimes.com
2026-06-15
digitimes
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes...
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2026-06-15
Quiver Quantitative
Supporting planned growth in InP silicon photonics technology
Resolving all prior IP disputes between the companies
CARDIFF, UK, and MIGDAL HAEMEK, Israel, June 15 2026
- IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of compound semiconductor wafer products and advanced material solutions, and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value anal
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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IQE and Tower Semiconductor Announce Multi-year InP epiwafer Supply Agreement
Tower Semiconductor
Sun, June 14, 2026 at 11:00 PM PDT 3 min read
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Supporting planned growth in InP silicon photonics tech
2026-06-15
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2026-06-15
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2026-06-15
semiengineering.com
2026-06-15
Semiconductor Engineering
Researchers from Politecnico di Torino and CEA-List published a technical paper titled “InjectV: Modeling Fault Injection Attacks in RISC-V Simulation Environment.”
“Fault Injection Attacks (FIAs) are a significant threat to hardware security, capable of compromising systems by inducing malicious faults in computation or storage. Evaluating resilience against such attacks is challenging due to th
2026-06-15
www.msn.com
2026-06-15
MSN
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2026-06-15
www.digitimes.com
2026-06-15
digitimes
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
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2026-06-15
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2026-06-15
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