Semiconductor News & Analysis Feed
12129 articles
2026-06-08
www.daily-tribune.com
2026-06-08
The Daily Tribune News
NAVER Expands AI Infrastructure With NVIDIA to Serve Surging Global AI Demand
2 hrs ago
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 low
2026-06-08
www.mymalonetelegram.com
2026-06-08
The Malone Telegram
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2026-06-08
www.opportimes.com
2026-06-08
Opportimes
The U.S. Semiconductor Industry Association (SIA) has proposed harmonizing semiconductor regulations across North America.
In a letter to the U.S. Trade Representative (USTR), the SIA stated that this harmonization of common standards could be addressed in the review of the United States-Mexico-Canada Agreement (USMCA).
According to the Washington, D.C.-based association, semiconductors are esse
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 3:32 PM PDT 5 min read
NVDA
-6.20%
AMZN
-3.06%
GOOG
-0.95%
MSFT
-2.66%
Explore stocks on Coinbase
Trading disclosure
Three of the largest buyers of Nvidia (NASDAQ: NVDA) chips are also three of the companies trying hardest to need fewer
2026-06-08
www.bitget.com
2026-06-08
Bitget
Gelonghui, June 8｜Wolfspeed, a silicon carbide concept stock, surged over 13% in pre-market trading. According to reports, the company announced a partnership with General Electric Aerospace to jointly accelerate the application of high-voltage silicon carbide (SiC).
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. T
2026-06-08
fortune.com
2026-06-08
Fortune
Nvidia Corp. Chief Executive Officer Jensen Huang said its new Vera central processing units will use SK Hynix Inc.’s memory chips as the two companies prepare to do more business in the coming year.
“We had a very big year this year with SK Hynix, and we are preparing for a very, very large second half of the year and next year,” Huang told reporters outside a Seoul restaurant on Sunday where h
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.08. 06:00
A view of the foundry plant at the Hwaseong Campus of Samsung Electronics./Courtesy of Samsung Electronics
Inside Samsung Electronics, some say the foundry division could return to profit as early as the third quarter of this year. Analysts say profitability has gained momentum as production of base dies used in the 2-nanometer advanced process and hi
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Micron (
MU
12.36%
) investors have had a banner year, with the stock rising over 270% so far. If you invested in a broad market index fund, a return like that can take well over a decade to achieve. This skyrocketing surge speaks to the results investors can obtain by picking individual stocks, but what's in the past is in the past. What really matters is what's coming.
Despite Micron's strong r
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
2026-06-08
www.foreignpolicyjournal.com
2026-06-08
foreignpolicyjournal.com
A sweeping sell-off struck artificial intelligence stocks on Friday, erasing recent gains as a stronger-than-expected jobs report rattled investor confidence across the tech sector.
Nvidia (NASDAQ: NVDA) dropped 6% on the day, while Intel (NASDAQ: INTC) fell 11% as markets digested the implications of a labor market running hotter than anticipated.
Trump on Rising Cost of Basketball Games Ticket
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Nvidia’s, Billion
Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not Weak Demand
07.06.2026 - 21:35:01 | boerse-global.de
Nvidia locks in HBM4 memory for Vera Rubin amid warning of multi-year advanced chip shortage; stock dips 5% but analysts see 45% upside.
Nvidia’s - Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not W
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Nvidia (
NVDA
5.93%
) CEO Jensen Huang isn't afraid to praise other companies and call out their potential, and he did just that recently on stage at the Computex event in Taipei. He applauded Marvell Technology (
MRVL
15.74%
), saying it could be set to become the "next trillion-dollar company."
Huang's comments sent shares of the semiconductor stock soaring 32.5% last Tuesday (June 2). Followin
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Portfolio inclusions: Recent social media posts frequently list TSM among key holdings in diversified tech strategies alongside names like NVDA and AVGO. Analysts note its central role in advanced chip production amid ongoing demand. This pattern underscores steady attention to semiconductor supply chains.
Investment approaches: Participants share balanced portfolios featuring TSM with establishe
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
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2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Just when you think it can't keep going higher, Nvidia (
NVDA
5.93%
) proves the bears wrong and adds fuel to the bull case. Shares of the tech company have climbed 17% in 2026 (as of June 4), supporting its colossal market cap of $5.3 trillion.
The long-term story is eye-popping. If you'd invested $10,000 in this artificial intelligence (AI) stock 10 years ago, here's how much you'd have today.
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineons, Plunge
Infineon's 12.81% Plunge: Sector Jitters, a Neutral RSI, and a GaN Patent Fight Set the Stage
07.06.2026 - 18:09:45 | boerse-global.de
Infineon shares suffer worst single-day loss in months, erasing gains after Broadcom's cautious guidance and strong US jobs data. Technicals show neutral RSI, support between €68.50-€64.50.
Infineons - Infineon's 12.81% Plunge: Sector Jitters, a
2026-06-08
moneywise.com
2026-06-08
moneywise.com
Em Norton
Jun 7, 2026
Jensen Huang, CEO of Nvidia, delivered a keynote speech at Computex — the leading global exhibition focused on AIoT and startups — on Monday. The exhibition’s theme was “AI Together” and Huang’s speech focused on agentic and physical AI, and what it means for the future.
According to Fortune Business Insights, the agentic AI market is currently valued at over $9 billion and
2026-06-07
www.chosun.com
2026-06-07
조선일보
By Kwak Chang-yeol
Published 2026.06.08. 00:32
A ‘semiconductor shock’ originating from the U.S. and the impact of a high exchange rate are casting a shadow of a potential ‘Black Monday’ over the Korean stock market set to open on the 8th. Fear is spreading as semiconductor stocks, which led the artificial intelligence (AI) boom, plummeted across the board on the New York Stock Exchange, while t