Semiconductor News & Analysis Feed
21612 articles
2026-06-07
www.foreignpolicyjournal.com
2026-06-07
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence era, with its graphics processors powering everything from large language models to cloud-scale data centers worldwide.
The chip giant’s most recent quarterly results underscored just how dominant its position has become, with record revenue of $81.6 billion, up 85% from a year earlier.
Border funding clears Senat
2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
digitimes.com
2026-06-07
Samsung Electronics is pursuing a two-track foundry strategy, accelerating its 2nm push for future customers while asking partners to step up sales of its 5nm and 8nm processes to support near-term utilization, according to ZDNet Korea.
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
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
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
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
news.google.com
2026-06-07
Crypto Briefing
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Demand for Nvidia's GPUs appears insatiable.
Nvidia's valuation is in line with those of its peers.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) is the only company ever to reach a $5 trillion market cap. While there are a few milestones between its current price and a $10 trillion valuation, that one may be the next major milestone investors will be looking toward. B
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Nvidia (
NVDA
5.93%
) is the only company ever to reach a $5 trillion market cap. While there are a few milestones between its current price and a $10 trillion valuation, that one may be the next major milestone investors will be looking toward. But just how quickly could Nvidia essentially double in size again (if it can do that at all)?
Image source: The Motley Fool.
Nvidia's GPUs continue to
2026-06-07
simplywall.st
2026-06-07
simplywall.st
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2026-06-07
www.fool.com
2026-06-07
The Motley Fool
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Jon Quast, Matt Frankel, and Rachel Warren discuss:
Nvidia’s new Vera CPU.
The potential fallout in the CPU markout.
Berkshire Hathaway’s latest acquisition.
Passive investing’s impact on the stock market.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to
2026-06-07
www.smartkarma.com
2026-06-07
Smartkarma
www.smartkarma.com
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2026-06-07
simplywall.st
2026-06-07
simplywall.st
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Hynix, Doubles
SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO Plans Amid Market Turmoil
06.06.2026 - 22:43:21 | boerse-global.de
SK Hynix stock drops 10% on Broadcom AI miss, but expansion plans and HBM dominance position it for long-term growth; ADR listing up to $14B.
Hynix - SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Nvidia (
NVDA
5.93%
) CEO Jensen Huang is one of the most well-respected names in the artificial intelligence (AI) industry. As the head of the largest AI semiconductor company, working closely with the world's leading cloud computing companies, he has unique insight into their evolving needs.
That's why investors pay close attention to what Huang has to say. On stage at Computex Week in Taipei,