Semiconductor News & Analysis Feed
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2026-06-15
www.benzinga.com
2026-06-15
Benzinga
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2026-06-15
www.marketbeat.com
2026-06-15
MarketBeat
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2026-06-15
www.lightreading.com
2026-06-15
Light Reading
Nvidia's plans to build a chip for the radio unit have not changed minds at Ericsson about the economic rationale for doing purpose-built 5G.
Ericsson's investors were in a flap last week as news of Nvidia's latest plans sent the Swedish 5G company's share price down 6% on June 9. The giant American chipmaker had already urged 5G radio access network (RAN) vendors to use its graphics processing u
2026-06-15
news.google.com
2026-06-15
Crypto Briefing
2026-06-15
www.ebc.com
2026-06-15
EBC Financial Group
NVIDIA remains the stronger default AI chip entry after the pullbacks, as its growth has already been demonstrated in earnings. AMD offers the bigger catch-up trade only if accelerator adoption expands faster than the market has already priced in.
NVIDIA’s $75.2 billion Data Centre quarter gives it a stronger earnings-backed AI thesis, with AI infrastructure revenue already visible at scale.
AMD
2026-06-15
www.bloomberg.com
2026-06-15
Bloomberg.com
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2026-06-15
www.msn.com
2026-06-15
MSN
An entrepreneur convicted of swindling $175 million from JPMorgan Chase and its CEO, Trump critic Jamie Dimon, is now seeking a pardon from the president.
Charlie Javice and those close to her are looking to solicit support from the Trump administration for a possible pardon, as the White House considers having the president issue 250 pardons as a way to mark the nation's 250th birthday this summ
2026-06-15
www.techpowerup.com
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
www.digitimes.com
2026-06-15
digitimes
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
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2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
ByteDance in talks to acquire AI chips from Iluvatar CoreX in push away from Nvidia
TikTok's parent company is negotiating to buy at least 50,000 AI inference GPUs from the Shanghai-based chipmaker as
2026-06-15
news.google.com
2026-06-15
DLCompare.com
2026-06-15
www.dlcompare.com
2026-06-15
DLCompare.com
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According to a new report from Moore’s Law Is Dead, Nvidia is preparing a refresh of its GeForce RTX 50-series lineup with several RTX 50 Super graphics cards. The rumored lineup includes the RTX 5080 Super, RTX 5070 Ti Super, RTX 5070 Super, and RTX 5060 Super (or RTX 5060 12GB), with launches curren
2026-06-15
memeburn.com
2026-06-15
Memeburn
TL;DR
Nvidia hired Bruce Andrews, Intel's former government affairs chief and Obama-era Commerce Department official, as its new Chief External Affairs Officer.
The chipmaker's lobbying expenditures surged from $640,000 in 2024 to nearly $5 million in 2025, roughly a 670% increase.
Andrews' appointment comes amid tighter US chip export controls, a June 2026 crackdown on Chinese subsidiary loophol
2026-06-15
www.thefastmode.com
2026-06-15
The Fast Mode
KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra announced the launch of Helix Digital Infrastructure (Helix), a new company designed to deliver integrated infrastructure at the speed and scale required for hyperscalers to meet accelerating artificial intelligence (AI) demand.
As building AI infrastructure becomes increasingly complex, Helix will serve as a single coor
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Below are the most-read DIGITIMES Asiastories from the week of June 8-14, 2026:
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock After New SharonAI Data Center Deal Is The AI Leader Still Undervalued
June 15, 2026
Simply Wall St
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NVIDIA (NVDA) just signed a six year compute collaboration with SharonAI Holdings to support 72 megawatts of new AI data center capacity in Australia, using its DSX AI factory design and Grace Blackwell GB300 GPUs.
See
2026-06-15
ca.finance.yahoo.com
2026-06-15
Yahoo! Finance Canada
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 p.m. PDT 2 min read
NVDA
+0.16%
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exceptional growth, while NVIDIA continues to carry