Semiconductor News & Analysis Feed
222 articles
2026-06-09
www.ad-hoc-news.de
2026-06-09
AD HOC NEWS
Infineon, Rides
Infineon Rides Quantum Security Tailwinds as 27% Monthly Rally Rewrites the Narrative
08.06.2026 - 20:13:25 | boerse-global.de
Infineon shares rally 27% in 30 days following integration of its OPTIGA security chip into Nvidia's Jetson Thor platform, with quantum computing and AI catalysts driving growth.
Infineon - Infineon Rides Quantum Security Tailwinds as 27% Monthly Rally Re
2026-06-09
www.sdxcentral.com
2026-06-09
SDxCentral
SK Hynix secures multiyear Nvidia deal to develop next-gen AI memory
Co-engineering pact expanded as Nvidia looks to ensure future hardware to sustain AI infrastructure buildout
June 08, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
SK Hynix secured a multiyear partnership with Nvidia to develop next-generation hardware for so-called AI
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
CPU surrounded by rare earth minerals by Pingingz via Shutterstock
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-m
2026-06-08
aimagazine.com
2026-06-08
AI Magazine
NVIDIA is turning to South Korea for memory chips to keep pace with skyrocketing global demand that shows no sign of slowing down anytime soon.
In a multi-year technology partnership with SK hynix, the American tech company is committing to developing advanced memory for global AI data centres.
This comes along with a series of technology partnerships with South Korean industrial giants, inclu
2026-06-08
www.msn.com
2026-06-08
MSN
Major supply deal: Nvidia will source HBM from SK Hynix for its Vera CPU and AI platforms under a multi-year agreement.
Shortage pressures: CEO Jensen Huang warns the global memory shortage is structural and could persist for years, prompting long-term supply planning.
Strategic positioning: The deal supports Nvidia’s expansion into AI PCs, data centers, and server CPUs while strengthening SK Hy
2026-06-08
www.mk.co.kr
2026-06-08
매일경제
사진 확대
Vice Chairman Jun Young-hyun
The head of Samsung Electronics Co., Ltd.'s semiconductor business met with NVIDIA, the world's largest customer in the artificial intelligence (AI) semiconductor market, in Seoul on the 8th as the company seeks to expand its supply chain. Industry watchers believe the two sides focused on cooperation over supply of next-generation High Bandwidth Memory 4 (HBM4)
2026-06-08
www.mk.co.kr
2026-06-08
매일경제
※ This article was translated using AI technology for reader convenience.
Maeil Business(MK) provides these translations "as they are" and makes no warranties of any kind, either explicitly or implicitly, regarding accuracy, reliability and marketability, suitability for a particular purpose, etc. of translation. Please be informed that the content provided may not be translated accurately due to
2026-06-08
www.yahoo.com
2026-06-08
Yahoo
Nvidia Secures Major South Korean Partnerships to Fuel AI Expansion
Cover Media
Mon, June 8, 2026 at 3:45 PM GMT+8
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Nvidia has announced a series of new partnerships with some of South Korea's biggest technology companies as it works to strengthen its AI ecosystem and secure critical chip supplies.
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2026-06-08
news.google.com
2026-06-08
EE Times India
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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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
biz.chosun.com
2026-06-08
Chosunbiz
By
Kim Jeong-eon
Published 2026.06.08. 08:58
NH Investment & Securities raised its target prices for Samsung Electronics and SK hynix to 5.3 million won and 32 million won, respectively. It said the spread of agent AI is driving memory demand to grow faster than expected, projecting that favorable industry conditions will persist for a long period.
Samsung Electronics, SK hynix./Courtesy of New
2026-06-07
letsdatascience.com
2026-06-07
Let's Data Science
INFRASTRUCTURE
nvidia
sk hynix
ai infrastructure
dram
Nvidia Secures SK Hynix DRAM for Vera Data-Center CPU
1 sources
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June 7, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
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Bloomberg reporting, as summarized by Seeking Alpha, says Nvidia's newly unveiled Vera data-center CPU will incorporate memory supplied by SK Hynix. The coverage frames the an
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
digitimes.com
2026-06-07
Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.
2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
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
simplywall.st
2026-06-07
simplywall.st
__fail__
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc