Semiconductor News & Analysis Feed
1283 articles
2026-06-08
digitimes.com
2026-06-08
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.
2026-06-08
www.digitimes.com
2026-06-08
digitimes
As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements...
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2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineon, Wipeout
Infineon: A 12.8% Wipeout Puts the Bull Run to the Test as Key Events Loom
07.06.2026 - 22:13:46 | boerse-global.de
Infineon shares suffer worst single-day loss in months, dropping to €74.51, yet remain up 94.5% YTD. Technical indicators neutral; sector sell-off and key events ahead will test correction depth.
Infineon - Infineon: A 12.8% Wipeout Puts the Bull Run to the Test a
2026-06-07
seekingalpha.com
2026-06-07
Seeking Alpha
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2026-06-07
tomshardware.com
2026-06-07
Luke James
Object 4, one of 16 satellites in the first operational batch of Russia's Rassvet broadband network, re-entered Earth's atmosphere on approximately June 6th.
2026-06-07
www.moomoo.com
2026-06-07
Moomoo
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2026-06-07
tomshardware.com
2026-06-07
Hassam Nasir
The CPU market has never been this fierce.
2026-06-07
www.benzinga.com
2026-06-07
Benzinga
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2026-06-07
nltimes.nl
2026-06-07
NL Times
nltimes.nl
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2026-06-06
digitimes.com
2026-06-06
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
2026-06-06
isimarkets.com
2026-06-06
ISI Markets
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The AI-driven semiconductor supercycle accelerates
The AI-driven semiconductor supercycle accelerates
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ANA CUELLO FRANCO
05.06.2026
UNDER A MINUTE READ
Past semiconductor cycles were tied to inventory restocking or short-term electronics demand. But a multitude of indicators suggest the industry is pricing in an infrastructure buildout that
2026-06-05
qz.com
2026-06-05
qz.com
POLITICS & GOVERNMENT
Elizabeth Warren wants Jensen Huang to testify on Nvidia's chip sales to China
Warren invited the Nvidia CEO to appear before the Senate Banking Committee on June 11 to answer questions about export controls and China business
By
Colleen Cabili
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2026-06-05
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2026-06-05
qz.com
POLITICS & GOVERNMENT
Elizabeth Warren wants Jensen Huang to testify on Nvidia's chip sales to China
Warren invited the Nvidia CEO to appear before the Senate Banking Committee on June 11 to answer questions about export controls and China business
By
Colleen Cabili
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Jemal Countess /
2026-06-05
electronics360.globalspec.com
2026-06-05
Electronics360
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2026-06-05
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2026-06-05
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2026-06-05
Adam Tooze | Substack
CHARTBOOK TOP LINKS
Top Links 1123 Financially conflicted. How Nvidia nudged Micron onto the AI train. Kültürkampf & Chinmaxxing Russian elites.
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