Semiconductor News & Analysis Feed
393 articles
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
news.google.com
2026-06-07
Crypto Briefing
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Nvidia’s profit margins projected to remain above 70% through 2030
Hyperscalers' deep dependence on Nvidia's AI chips leaves few alternatives, giving the company pricing power that most industries can
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-06
tomshardware.com
2026-06-06
Jowi Morales
The trucker worked with Conspit to install a new seat, pedals, and other parts and accessories to level up their already insane semi-truck sim rig.
2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N
2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed Nvidia (NASDAQ: NVDA) as a semiconductor company. The company designed graphics processing units (GPUs), sold the
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
__fail__
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Nvidia’s $150B Taiwan investment supercharges the silicon shield as Computex puts AI center stage
Jensen Huang's tenfold spending increase in Taiwan reinforces the island's position as the world's mos
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Taiwan Semiconductor Manufacturing strengthens silicon shield strategy with $250B US investment deal
TSMC keeps its most advanced chip production at home while expanding globally, reinforcing Taiwan's
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Nvidia plans to recruit talent for South Korea R&D center
Jensen Huang's visit to Seoul kicks off hiring for a facility focused on physical AI, robotics, and infrastructure, deepening Nvidia's ties wi
2026-06-06
digitimes.com
2026-06-06
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
SK Hynix receives strong backing from investors for US listing plan
The South Korean memory-chip giant's planned ADR listing could raise up to $14 billion, fueled by insatiable AI demand for its high-
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
PC Components GPUs
Nvidia is reportedly still planning fabled RTX 50 Super series for 2026, leak claims — lineup could now include a potential 'RTX 5060 Super' with 12GB of VRAM
News
By Hassam Nasir published 3 hours ago
Along with the old classics like the 5070 (Ti) and 5080 Supers.
(Image credit: Nvidia)
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2026-06-05
tomshardware.com
2026-06-05
Hassam Nasir
Along with the old classics like the 5070 (Ti) and 5080 Supers.
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains