Semiconductor News & Analysis Feed
5218 articles
2026-06-08
digitimes.com
2026-06-08
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.
2026-06-08
digitimes.com
2026-06-08
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.
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
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
digitimes.com
2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.
2026-06-08
digitimes.com
2026-06-08
Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance, and cross-border investment rules for customers and investors worldwide. The case adds another layer to a legal battle already spanning China and the Netherlands.
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
2026-06-08
digitimes.com
2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Kim Jeong-eon
Published 2026.06.08. 08:58
NH Investment & Securities raised its target prices for Samsung Electronics and SK hynix to 5.3 million won and 32 million won, respectively. It said the spread of agent AI is driving memory demand to grow faster than expected, projecting that favorable industry conditions will persist for a long period.
Samsung Electronics, SK hynix./Courtesy of New
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
www.reuters.com
2026-06-08
Reuters
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.asiae.co.kr
2026-06-08
아시아경제
AI Supercomputer, Vera CPU, RTX Spark, Jetson Thor
Joint Memory Development Aligned with Nvidia's AI Infrastructure Roadmap
Applying AI to Semiconductor Design and Process Simulation
Collaboration to Build Autonomous Fabs Based on Digital T
SK hynix announced on June 8 that it will jointly develop next-generation memory for building global artificial intelligence (AI) factories with Nvidia, and s
2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
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2026-06-08
www.investing.com
2026-06-08
Investing.com
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2026-06-08
nvidianews.nvidia.com
2026-06-08
NVIDIA Newsroom
News Summary:
NVIDIA and SK hynix announce multiyear technology partnership for next-generation memory aligned to NVIDIA’s AI infrastructure roadmap.
The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories.
SK hynix will diversify into new markets NVIDIA is creating —
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.quiverquant.com
2026-06-08
Quiver Quantitative
News Summary:
NVIDIA and SK hynix announce multiyear technology partnership for next-generation memory aligned to NVIDIA’s AI infrastructure roadmap.
The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories.
SK hynix will diversify into new markets NVIDIA is creating —