Semiconductor News & Analysis Feed
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2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The cyclicality of the semiconductor industry might give some investors pause, even as the memory chip makers continue to skyrocket past expectations and the price targets set in place by sell-side analysts. Names like Micron (NASDAQ:MU | MU Price Prediction) and SK Hynix have been simply unstoppable of late.
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That is, until we had that brutal Friday session that saw semiconductors ta
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Is Micron Quietly Preparing for the Collapse in AI Demand?
Joey Frenette
Mon, June 8, 2026 at 6:02 AM PDT 4 min read
MU
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Micron's 13% single-session stock drop spooked investors, but paying off $8.6 billion in debt early signals financial strength, not a coming bust.
Micron's $25 billion capacity investm
2026-06-08
www.tech-critter.com
2026-06-08
Tech Critter
Cadence has recently worked out a new deal with Samsung Foundry that pushes their existing partnership to a new high, as they focus on 2nm chip design for AI-heavy workloads, starting from concept to deliverable products, especially as designs get more complex with AI, HPC, and 3D-IC integration.
For Cadence, they are expanding their Memory and Interface IP portfolio on Samsung’s second-generatio
2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
The Korea Herald
Nvidia CEO Jensen Huang (left) speaks during the Korea AI Ecosystem Reception in Seoul on Monday, attended by Science Minister Bae Kyung-hoon. (Yonhap)
Science Minister Bae Kyung-hoon met with Nvidia Corp. Chief Executive Officer (CEO) Jensen Huang in Seoul on Monday and discussed various areas of cooperation, including ways to nurture the local physical artificial intelligence (AI) ecosystem.
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2026-06-08
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2026-06-08
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2026-06-08
eetimes.com
2026-06-08
Spain is emerging as a more influential player in Europe’s next chip debate—through design startups, photonics, quantum technologies, and a growing talent base.
2026-06-08
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2026-06-08
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2026-06-08
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Infineon, Locks
Infineon Locks In Two Growth Levers: Siemens' Smart Breaker and a €1.5 Billion AI Power Target
08.06.2026 - 13:55:35 | boerse-global.de
Infineon partners with Siemens to supply SiC modules for ultra-fast circuit breakers, while AI data center power revenue is set to double to €1.5B in fiscal 2026.
Infineon - Infineon Locks In Two Growth Levers: Siemens' Smart Breaker and a €1.5 B
2026-06-08
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2026-06-08
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United States/Semiconductors/NasdaqGS:NVDA
AI Chips Today - NVIDIA and SK hynix: Advancing AI Infrastructure Together
June 08, 2026
Simply Wall St
NVIDIA and SK hynix have announced a multiyear technology partnership aimed at developing next-generation memory to support the global buildout of AI factories. This collaboration is set to enhance memory supply aligned with NVIDIA's AI infrastructure
2026-06-08
www.tomshardware.com
2026-06-08
Tom's Hardware
PC Components GPUs
Amazon is offering a $324 Nvidia RTX 5060 GPU deal in a lightning sale, making it the cheapest model available — 1080p gaming on a budget
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By Stewart Bendle published 10 hours ago
Perfect for 1080p and some 1440p gaming
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2026-06-08
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2026-06-08
Evertiq
© Nvidia
Business | June 08, 2026
Nvidia partners with SK hynix to advance memory for AI factories
Evertiq
As AI factories scale globally, this strategic partnership enables memory supply to keep pace with Nvidia’s infrastructure roadmap and the sustained buildout of AI infrastructure worldwide.
Nvidia and SK hynix have announced a multiyear technology partnership to advance next-generation memor
2026-06-08
news.google.com
2026-06-08
AiThority
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
ASML Holding N.V. (ASML) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, June 8, 2026 at 3:56 AM PDT 2 min read
ASML
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NVDA
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ASML Holding N.V. (NASDAQ:ASML) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy.
Chip manufacturing equipment provider ASML Holding N.V. (NASDAQ:ASML) is one of t
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, June 8, 2026 at 3:56 AM PDT 3 min read
TSM
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy.
Contract chip manufacturing giant Taiwan Semiconductor Manufacturin
2026-06-08
uk.finance.yahoo.com
2026-06-08
Yahoo Finance UK
NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, 8 June 2026 at 3:53 am GMT-7 3 min read
NVDA
-6.20%
NVIDIA Corporation (NASDAQ:NVDA) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Given the crucial role that it plays in the AI ecosystem, it is unsurprising that NVIDIA Corporation (NASDAQ:NVDA) is the top stock in Fisher Investm
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, June 8, 2026 at 3:53 AM PDT 3 min read
NVDA
-6.20%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Given the crucial role that it plays in the AI ecosystem, it is unsurprising that NVIDIA Corporation (NASD