Semiconductor News & Analysis Feed
199 articles
2026-06-08
www.devdiscourse.com
2026-06-08
Devdiscourse
South Korean President Advocates Strategic Investment Amid Semiconductor Revenue Surge
President Lee Jae Myung of South Korea proposes channeling excess tax revenue from the semiconductor boom into long-term investments. He remains cautious about profit-sharing with workers. Lee emphasizes sustainable growth and international discussion on corporate profit policies.
Devdiscourse News Desk | Update
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
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
Shelbyville mayor Scott Ferguson (R) made these remarks likelly without knowing that he was being recorded, and it has ignited a political firestorm in the small town.
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has once again become the market’s most closely watched reference point for an enduring question: when does a genuine technology boom become dangerously expensive?
TS Lombard analysts drew a direct comparison between Nvidia’s current rise and Cisco Systems (NASDAQ: CSCO) during the dot-com era, as investors continue debating whether the AI buildout can support expectations p
2026-06-05
news.google.com
2026-06-05
Bioengineer.org
2026-06-04
discoveryalert.com.au
2026-06-04
Discovery Alert
For decades, the rare earth industry operated in near-total obscurity. Prices were low, supply seemed abundant, and the intricate chemistry required to separate these elements from ore was considered too costly and complex for most Western nations to bother with. China stepped into that vacuum with extraordinary deliberateness, building processing infrastructure, subsidising production, and system
2026-06-03
news.google.com
2026-06-03
Adam Tooze | Substack
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
On June 02, 2026, Texas Instruments Inc TXN shares rose 5.1% today, closing at $308.12. The stock has experienced a volatile year, trading between a 52-week high of $331.51 and a low of $152.73. Its year-to-date performance reflects a significant increase of 79.7%.
The current price of Texas Instruments Inc TXN at $308.12 is significantly above the GF Value™ estimate of $210.16, marking the stock
2026-06-02
blogs.cisco.com
2026-06-02
Cisco Blogs
June 2, 2026
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Artificial Intelligence - AI
AI Security Everywhere: Cisco AI Defense on NVIDIA Accelerated Computing
2 min read
Sriram Sagi
Enterprises don’t get to choose one cloud, one GPU, or one deployment model for AI. They’re running inference across the full NVIDIA accelerated computing family — from production clusters to proof-of-value labs and everything in between. They
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
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2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
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2026-06-02
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2026-06-02
GuruFocus
2026-06-01
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2026-06-01
Devdiscourse
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2026-06-01
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2026-06-01
Devdiscourse
Samsung Electronics has achieved a significant milestone by surpassing Micron Technology to become the leading supplier in the global automotive memory chip market, securing a 40% market share. This marks a pivotal shift as its US competitor loses its previous dominance in the sector, according to The Korea Herald.
The report highlights that Samsung's market share increased from 35% in 2024 to 40
2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
Bill Gates gives a possessed Doom heavy weapon dude both barrels in a rediscovered Windows 95 plus DirectX gaming presentation.
2026-05-30
www.axios.com
2026-05-30
Axios
www.axios.com
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2026-05-30
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2026-05-30
Zhiye Liu
Lenovo has pulled the G02 from sale on different Chinese e-commerce platforms after the company discovered that it was being sold outside of China.
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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