Semiconductor News & Analysis Feed
4140 articles
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Marvell CEO Matt Murphy called data center connectivity the next major bottleneck to AI growth, following the explosion in demand (and valuation) of compute and memory businesses.
Speaking at Computex, Murphy was joined by Nvidia CEO Jensen Huang to discuss the potential of connectivity to be the next investment wave.
– Sebastian Moss
"For the past several years, AI has created new demands on t
2026-06-02
www.koreaherald.com
2026-06-02
The Korea Herald
Parents and students attend an admissions information session at the Korea Semiconductor Meister High School in Gyeongju, North Gyeongsang Province, in October 2025. (Korea Semiconductor Meister High School)
Admission to a prestigious university is no longer seen as the only path to success for some students in South Korea, as semiconductor-focused high schools gain popularity on the expectation
2026-06-02
semiconductor.samsung.com
2026-06-02
samsung.com
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Every era of computing is defined by the infrastructur
2026-06-02
www.rdworldonline.com
2026-06-02
R&D World
SK Telecom puts SK hynix fabs into an NVIDIA Omniverse twin, following Samsung and TSMC
By Brian Buntz | June 1, 2026
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[Adobe Stock]
SK Telecom said on June 1 that it has put SK hynix’s semiconductor fabs into a digital twin built on NVIDIA Omniverse libraries, with commercialization to follow in stages under SK hynix’s “Autonomous Fab 2030” roadmap. SK hynix’s news
2026-06-02
www.marketwatch.com
2026-06-02
MarketWatch
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2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.digitaltoday.co.kr
2026-06-02
디지털투데이
Industry
K-defense boom masks near-total reliance on imported defense semiconductors
AI Summary
South Korean weapons are setting export records, but defense semiconductors that serve as their core components rely almost entirely on imports, raising concerns about structural vulnerabilities. A report cited 98.9 percent import use for advanced chips in domestic weapon systems, with particularly hig
2026-06-02
www.quiverquant.com
2026-06-02
Quiver Quantitative
TAIPEI, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a showcase of its full portfolio of AI-optimized memory and storage solutions during COMPUTEX 2026, empowering next-generation AI data center and intelligent edge applications. As AI workloads expand from training to large-scale inference, including reasoning-heavy and agent-based systems, the de
2026-06-02
www.globenewswire.com
2026-06-02
GlobeNewswire
TAIPEI, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a showcase of its full portfolio of AI-optimized memory and storage solutions during COMPUTEX 2026, empowering next-generation AI data center and intelligent edge applications. As AI workloads expand from training to large-scale inference, including reasoning-heavy and agent-based systems, the de
2026-06-02
en.sedaily.com
2026-06-02
Seoul Economic Daily
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2026-06-02
en.sedaily.com
2026-06-02
Seoul Economic Daily
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2026-06-02
en.sedaily.com
2026-06-02
Seoul Economic Daily
Samsung Foundry Targets China's Auto Chip Market, in Talks with BYD
■AI PRISM [CEO News]
Chinese Automakers Pour in Contract Orders
Korea-China HBM Gap Narrows to 3 Years
Nvidia Declares $200 Billion CPU Market
Finance
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Published 2026.06.02. 06:39:45
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▲AI PRISM* Customized Economic Briefing
*Editor's Note: 'AI PRISM' (Personalized Report & Insight Summar
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) stock's bullish rally continued with another day of strong gains in Monday's trading. The memory chip leader's share price ended the daily session up 6.6% and had been up as much as 7.8% earlier in trading.
Micron's valuation moved higher today in response to bullish analyst coverage and rising excitement surrounding the company's artificial intelligence (AI) opportunities. A
2026-06-02
techcrunch.com
2026-06-02
TechCrunch
Nvidia opened Taipei’s enormous Computex trade show on Sunday with a spark, literally. The chipmaker unveiled a new PC CPU called the RTX Spark, which it dubbed a “superchip,” and named a who’s who list of PC makers that will soon deliver AI PCs powered by it.
The super-fast, 1-petaflop chip is designed to run AI agents like OpenClaw or Hermes Agent securely, according to Nvidia. Such RTX Spark W
2026-06-02
www.forbes.com
2026-06-02
Forbes
BREAKING
BUSINESS
Nvidia Has Best Trading Day In Months After Revealing New Microsoft Chip
BySiladitya Ray,
Forbes Staff
andZachary Folk,
Forbes Staff.
Follow Authors
Jun 01, 2026, 05:08pm EDT
TOPLINE
Nvidia had its best trading day since February after it unveiled the new RTX Spark chip—a CPU for consumer Windows laptops and desktops capable of running “personal AI agents” and the company’s
2026-06-02
www.investors.com
2026-06-02
Investor's Business Daily
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2026-06-02
www.hpcwire.com
2026-06-02
HPCwire
TAIPEI, Taiwan, June 1, 2026 — NVIDIA today announced that TSMC is using NVIDIA accelerated computing and AI to advance semiconductor design and manufacturing.
As chips move to more advanced nodes, bringing them from design to high-volume production has become one of the world’s most complex computing challenges. Computational lithography, transistor simulation, process control and wafer inspecti
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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