Semiconductor News & Analysis Feed
21464 articles
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.
2026-06-09
semiengineering.com
2026-06-09
Gregory Haley
Analog behavior is difficult to compress into simple pass/fail decisions that could red...
2026-06-09
semiengineering.com
2026-06-09
Anne Meixner
Scaling to tens of millions of CPO units per year requires the industry to first settle...
2026-06-09
semiengineering.com
2026-06-09
Laura Peters
Majority of AI initiatives failing; synthetic data gaining traction due to limited real...
2026-06-09
www.bloomberg.com
2026-06-09
Bloomberg
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2026-06-09
digitimes.com
2026-06-09
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports.
2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
www.bloomberg.com
2026-06-09
Bloomberg.com
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2026-06-09
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips
The partnership targets HBM4 memory for Nvidia's Vera Rubin platform, with initial deliveries planned for Q3 2026.
2026-06-09
www.streetinsider.com
2026-06-09
StreetInsider
www.streetinsider.com
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2026-06-09
www.upi.com
2026-06-09
upi.com
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this bull market. And chip designers, key players in the AI story, have been among the biggest winners. These companies, such as Nvidia (
NVDA
+1.70%
), Broadcom (
AVGO
+2.81%
), and Advanced Micro Devices, power tasks that are crucial for the development of AI and have been among the first to generate significant revenue
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Should You Buy AI Chip Stocks on the Dip? Words from Nvidia's Jensen Huang Offer an Answer That's Crystal Clear (and Echoes Warren Buffett's Wisdom).
Adria Cimino, The Motley Fool
Mon, June 8, 2026 at 4:30 PM PDT 5 min read
NVDA
+1.73%
AVGO
+2.82%
^GSPC
+0.30%
AMD
+5.14%
Explore stocks on Coinbase
Trading disclosure
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this
2026-06-09
www.sandiegouniontribune.com
2026-06-09
San Diego Union-Tribune
BUSINESS
ENERGY
News
SDG&E, Qualcomm and Scripps team up to curb wildfires and extreme weather with AI
The Edge Alert Sentinel initiative will go atop Palomar Mountain
Staffers from San Diego Gas & Electric, UC San Diego and Qualcomm meet at Palomar Mountain to discuss their collaboration on the Edge Alert Sentinel initiative, a project using AI that is aimed at helping reduce the risk of wildfire
2026-06-09
www.01net.it
2026-06-09
01net
www.01net.it
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2026-06-09
www.01net.it
2026-06-09
01net
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2026-06-09
www.msn.com
2026-06-09
MSN
CNBC's Jim Cramer said Nvidia's growing sovereign AI business could help reduce the company's dependence on hyperscalers.
He said governments around the world are investing heavily in domestic AI infrastructure, creating a new source of demand for Nvidia's chips that is less dependent on near-term financial returns.
CNBC's Jim Cramer said Monday that Nvidia's growing business with sovereign natio
2026-06-09
www.hpcwire.com
2026-06-09
HPCwire
Korea’s Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI
SEOUL, South Korea, June 8, 2026 — NVIDIA and SK Telecom have announced that SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory coming online in 2027.
An AI Cloud
2026-06-09
www.cnbc.com
2026-06-09
CNBC
CNBC’s Jim Cramer said Monday that Nvidia’s
growing business with sovereign nations could help ease investor concerns about the company’s dependence on a handful of hyperscale customers.
“Nvidia does not want to be hostage to customers that are trying their best to get off Nvidia,” the “Mad Money” host said. “It wants to try to get everyone to be a customer.”
Investors have started to worry tha