Semiconductor News & Analysis Feed
23164 articles
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
__fail__
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Better Buy After the Semiconductor Sell-Off: Marvell or Broadcom?
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 10:22 PM AST 4 min read
AVGO
-7.92%
MRVL
-16.74%
NVDA
-6.20%
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that
2026-06-08
news.google.com
2026-06-08
EE Times Asia
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that expectations can outrun even rapid growth. Marvell Technology (
MRVL
15.74%
), which had soared roughly 32% in a single session days earlier, gave back a good chunk of that gain b
2026-06-08
www.investing.com
2026-06-08
Investing.com
www.investing.com
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2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan shares fell sharply in early trading Monday, with the benchmark index shedding more than 2,600 points as investors reacted to a sharp sell-off on Wall Street and mounting concerns that high interest rates could derail the artificial intelligence-driven market rally.
The Taiex fell below its 20-day moving average, dropping to around 42,389 points shortly after the marke
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA’s Robotics And Physical AI Push What It Could Mean For Investors
Simply Wall St
Sun, June 7, 2026 at 7:10 PM PDT 2 min read
NVDA
-6.20%
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NVIDIA (NasdaqGS:NVDA) has launched a broad set of open-source robotics and physical AI tools.
The com
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center...
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2026-06-08
www.digitimes.com
2026-06-08
digitimes
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation...
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2026-06-08
www.digitimes.com
2026-06-08
digitimes
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
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2026-06-08
www.koreatimes.co.kr
2026-06-08
The Korea Times
Nvidia CEO Jensen Huang, right, speaks during a media interview with SK Group Chairman Chey Tae-won, left, at SK Group's headquarters in central Seoul, Monday. Yonhap
SK Group and Nvidia on Monday announced a “long-term” partnership for artificial intelligence (AI), which include co-developing chips for AI accelerators and expanding AI infrastructure including semiconductor fabs and data centers.
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
__fail__
2026-06-08
www.theglobeandmail.com
2026-06-08
The Globe and Mail
Key Points
Nvidia's GPU business is a bit more stable than Sandisk's NAND business.
Sandisk is currently growing faster than Nvidia.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) has become a staple investment amid the artificial intelligence (AI) build-out. Its returns have made many investors richer, and the company's future still looks bright. However, now and again, a shiny n
2026-06-08
simplywall.st
2026-06-08
simplywall.st
United States/Semiconductors/NasdaqGM:ACMR
Assessing ACM Research (ACMR) Valuation After Semiconductor Selloff And Earnings Downgrades
June 08, 2026
Simply Wall St
ACM Research (ACMR) dropped 9.4% during a broad selloff in semiconductor equipment stocks, as concerns about the sector’s near term outlook combined with fresh downward revisions to the company’s earnings estimates.
See our latest ana
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
__fail__
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Nvidia (
NVDA
5.93%
) has become a staple investment amid the artificial intelligence (AI) build-out. Its returns have made many investors richer, and the company's future still looks bright. However, now and again, a shiny new toy comes along that makes investors look away, and recently, that has been Sandisk (
SNDK
11.39%
). The memory-chip maker has delivered unbelievably high returns in a shor
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
__fail__
2026-06-08
www.wsj.com
2026-06-08
WSJ
__fail__
2026-06-08
gagadget.com
2026-06-08
Gagadget.com
Nvidia CEO Jensen Huang visited South Korea in early June 2026 and signed a cluster of multi-year deals with SK Hynix, SK Telecom, Naver, and Doosan Group. The agreements span memory supply, AI cloud infrastructure, and the energy systems needed to run it all. With HBM — the high-bandwidth memory that makes AI accelerators fast — sold out well into the decade, locking in a preferred supplier is le