Semiconductor News & Analysis Feed
637 articles
2026-06-08
digitimes.com
2026-06-08
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.
2026-06-08
digitimes.com
2026-06-08
Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
News Summary:
SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory planned to come online in 2027.
The AI Cloud will support sovereign, physical and agentic AI services for enterprises and industries across Korea, building on SK Telecom’s network, data center and enterprise infrastructure expertise.
NVIDIA DSX will serve as the AI f
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
News Summary:
NAVER, an AI Cloud, will build AI factories on the NVIDIA DSX platform at gigawatt scale, starting with AI infrastructure expansion at GAK Sejong.
NVIDIA DSX gives NAVER a proven AI factory blueprint to serve Korea’s industries and global AI cloud customers as demand for useful AI surges at lowest token cost.
NAVER will use NVIDIA full-stack AI platforms, models and software to adva
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-07
www.cnbc.com
2026-06-07
CNBC
Nvidia
and South Korea’s SK are expected to announce a cooperation plan on Monday, with the boss of the U.S. chipmaker saying the ongoing memory shortage would persist for “quite a few years.”
A spokesperson for SK Hynix said group Chairman Chey Tae-won and Nvidia CEO Jensen Huang plan to brief the media about the plan on Monday morning, confirming a report by Newsis.
Huang separately said that
2026-06-07
www.cnbc.com
2026-06-07
CNBC
In this article
NVDA
Jensen Huang, CEO of NVIDIA, arrives at a Korean barbecue restaurant for a dinner meeting with SK Group Chairman Chey Tae-won, LG Group Chairman Koo Kwang-mo, and Naver Chairman Lee Hae-jin in Seoul, South Korea, on June 5, 2026.
Chris Jung | Nurphoto | Getty Images
Nvidia and South Korea's SK are expected to announce a cooperation plan on Monday, with the boss of the U.S. c
2026-06-07
www.devdiscourse.com
2026-06-07
Devdiscourse
Nvidia, SK to detail cooperation plan as Huang flags prolonged chip shortage
Nvidia and SK Hynix are set to announce a cooperation plan on Monday, amidst ongoing memory shortages that Nvidia's CEO expects to persist for "quite a few years".
Reuters | Nvidia And South Koreas Sk Are Expected To Announce A Plan For Cooperation Between The Two Companies On Monday | Updated: 07-06-2026 17:23 IST | Cre
2026-06-07
www.devdiscourse.com
2026-06-07
Devdiscourse
Reuters | Nvidia And South Koreas Sk Are Expected To Announce A Plan For Cooperation Between The Two Companies On Monday | United States
Nvidia and South Korea's SK are expected to announce a plan for cooperation between the two companies on Monday, with the boss of the U.S. chipmaker saying that the ongoing memory shortage would persist for "quite a few years".
A spokesperson for SK Hynix
2026-06-07
www.tradingview.com
2026-06-07
TradingView
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2026-06-07
www.reuters.com
2026-06-07
Reuters
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2026-06-07
www.channelnewsasia.com
2026-06-07
CNA
Business
Nvidia, SK to detail cooperation plan as Jensen Huang flags prolonged chip shortage
NVIDIA CEO Jensen Huang and SK Group Chairman Chey Tae-won pose at the SK Hynix booth during the annual Computex in Taipei, Taiwan, Jun 2, 2026. (Photo: Reuters/Ann Wang)
07 Jun 2026 07:30PM
(Updated: 07 Jun 2026 08:22PM)
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
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2026-06-07
TradingView
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2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineon’s, Whiplash
Infineon’s Whiplash: How a Rival’s Outlook and a Rating Cut Toppled a Record Run
07.06.2026 - 09:22:52 | boerse-global.de
German chipmaker Infineon shares fall 12.8% after Broadcom's cautious AI outlook; analyst downgrades to Hold but raises target. Key events: conferences, GaN patent case.
Infineon’s - Infineon’s Whiplash: How a Rival’s Outlook and a Rating Cut Toppled a Re
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
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
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