Semiconductor News & Analysis Feed
2503 articles
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports.
2026-06-09
www.msn.com
2026-06-09
MSN
CNBC's Jim Cramer said Nvidia's growing sovereign AI business could help reduce the company's dependence on hyperscalers.
He said governments around the world are investing heavily in domestic AI infrastructure, creating a new source of demand for Nvidia's chips that is less dependent on near-term financial returns.
CNBC's Jim Cramer said Monday that Nvidia's growing business with sovereign natio
2026-06-09
www.hpcwire.com
2026-06-09
HPCwire
Korea’s Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI
SEOUL, South Korea, June 8, 2026 — NVIDIA and SK Telecom have announced that SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory coming online in 2027.
An AI Cloud
2026-06-09
www.cnbc.com
2026-06-09
CNBC
CNBC’s Jim Cramer said Monday that Nvidia’s
growing business with sovereign nations could help ease investor concerns about the company’s dependence on a handful of hyperscale customers.
“Nvidia does not want to be hostage to customers that are trying their best to get off Nvidia,” the “Mad Money” host said. “It wants to try to get everyone to be a customer.”
Investors have started to worry tha
2026-06-09
news.google.com
2026-06-09
2nm.com.au
2026-06-09
news.bloomberglaw.com
2026-06-09
Bloomberg Law News
Redstone filed a federal lawsuit accusing chip maker Qualcomm of making and selling products that infringe on its patent for a specific method of communication between processor cores in a multi-core processor.
Redstone Logics LLC previously sued Qualcomm Inc. and Qualcomm Technologies Inc., alleging patent infringement for its implementation of ARM’s processor architecture in a September 2024 la
2026-06-09
news.bloomberglaw.com
2026-06-09
Bloomberg Law News
Redstone filed a federal lawsuit accusing chip maker Qualcomm of making and selling products that infringe on its patent for a specific method of communication between processor cores in a multi-core processor.
Redstone Logics LLC previously sued Qualcomm Inc. and Qualcomm Technologies Inc., alleging patent infringement for its implementation of ARM’s processor architecture in a September 2024 la
2026-06-09
www.investors.com
2026-06-09
Investor's Business Daily
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2026-06-09
www.tradingkey.com
2026-06-09
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 5.04%. The Software & IT Services sector is down by 0.02%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 1.28%; Alphabet Inc Class A (GOOGL) down 1.04%; Meta Platforms Inc (META) down 1.02%.
Cadence Design Systems (CDNS) experienced significant positive movement, primarily driven by recent st
2026-06-09
tomshardware.com
2026-06-09
Jake Roach
Intel is expanding its performance-boosting iBOT feature with seven new games.
2026-06-09
eetimes.com
2026-06-09
Discover how all-optical neural networks promise ultra-fast, energy-efficient AI—listen now to see if photonics will finally shatter neural bottlenecks.
2026-06-09
www.mobileworldlive.com
2026-06-09
Mobile World Live
www.mobileworldlive.com
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2026-06-09
tomshardware.com
2026-06-09
Luke James
About two-thirds of the 809 data centers planned across the U.S. are slated for land that has been in drought over the past year.
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
__fail__
2026-06-09
interestingengineering.com
2026-06-09
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-06-08
www.aa.com.tr
2026-06-08
Anadolu Ajansı
US stocks rebounded at Monday's open from last week’s sharp selloff, led by gains in major technology and semiconductor shares, while investors monitored rising Middle East tensions and upcoming inflation data.
The S&P 500 rose 0.7% at 10 am EDT (1400GMT), recovering after last week’s decline driven by strong employment figures that reinforced expectations of tighter Federal Reserve policy.
The
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
Bet_Noire / Getty Images
Alex Sirois
Mon, June 8, 2026 at 7:56 AM PDT 3 min read
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Marvell's GAAP net income cratered 81% year over year while 76% of its revenue comes from customers actively building silicon t
2026-06-08
www.semiconductor-today.com
2026-06-08
Semiconductor Today
At the PCIM Europe 2026 (Power Electronics, Intelligent Motion, Renewable Energy and Energy Management) Expo & Conference in Nuremberg, Germany (9–11 June), Fraunhofer Institute for Applied Solid State Physics IAF is presenting the latest developments in gallium nitride (GaN) power electronics.
The highlight is a demonstrator of a bidirectional, single-phase 800V DC off-board charging systems for