Semiconductor News & Analysis Feed
21598 articles
2026-06-08
digitimes.com
2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
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
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
The semiconductor company sells equipment to manufacturing enterprises and holds strong competitive advantages.
ASML (
ASML
6.49%
) stock is soaring along with the semiconductor industry overall.
*Stock prices used were the afternoon prices of June 3, 2026. The video was published on June 5, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stock
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
www.reuters.com
2026-06-08
Reuters
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.asiae.co.kr
2026-06-08
아시아경제
AI Supercomputer, Vera CPU, RTX Spark, Jetson Thor
Joint Memory Development Aligned with Nvidia's AI Infrastructure Roadmap
Applying AI to Semiconductor Design and Process Simulation
Collaboration to Build Autonomous Fabs Based on Digital T
SK hynix announced on June 8 that it will jointly develop next-generation memory for building global artificial intelligence (AI) factories with Nvidia, and s
2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
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2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Nvidia CEO Jensen Huang discusses partnership with Naver Cloud during his keynote speech at Nvidia GTC Taipei 2026 in Taiwan on June 1. (Screen captured from Nvidia's YouTube channel)
Nvidia and Naver are expanding their artificial intelligence infrastructure partnership and sovereign AI initiative, using the Korean internet giant’s existing data center in Sejong as the starting point to scale AI
2026-06-08
simplywall.st
2026-06-08
simplywall.st
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2026-06-08
news.google.com
2026-06-08
Reuters
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.investing.com
2026-06-08
Investing.com
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2026-06-08
nvidianews.nvidia.com
2026-06-08
NVIDIA Newsroom
News Summary:
NVIDIA and SK hynix announce multiyear technology partnership for next-generation memory aligned to NVIDIA’s AI infrastructure roadmap.
The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories.
SK hynix will diversify into new markets NVIDIA is creating —
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
News Summary:
NVIDIA and SK hynix announce multiyear technology partnership for next-generation memory aligned to NVIDIA’s AI infrastructure roadmap.
The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories.
SK hynix will diversify into new markets NVIDIA is creating —
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
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.quiverquant.com
2026-06-08
Quiver Quantitative
News Summary:
SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory planned to come online in 2027.
The AI Cloud will support sovereign, physical and agentic AI services for enterprises and industries across Korea, building on SK Telecom’s network, data center and enterprise infrastructure expertise.
NVIDIA DSX will serve as the AI f
2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
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