Semiconductor News & Analysis Feed
262 articles
2026-06-11
www.wsj.com
2026-06-11
WSJ
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2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-10
www.chicagostarmedia.com
2026-06-10
Chicago Star Media
www.chicagostarmedia.com
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
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2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
As AI infrastructure scales, enterprise expectations for operational maturity are increasing. Organizations expect these systems to be provisionable, observable, secure, and manageable at scale—the same standard applied to all critical infrastructure. The moment an AI system moves from development into enterprise deployment, that operational foundation is essential.
NVIDIA DGX Spark and NVIDIA GB
2026-06-09
www.engineering.com
2026-06-09
Engineering.com
The buildout starts at 55 MW, expands GAK Sejong and includes HyperCLOVA X, Nemotron and NemoClaw-based services.
NVIDIA and NAVER announced that NAVER will expand sovereign AI infrastructure, starting at 55 megawatts with plans to move to gigawatt scale using the NVIDIA DSX platform to rapidly design, build and scale full-stack, end-to-end AI platforms that can serve enterprises, industries and
2026-06-09
digitimes.com
2026-06-09
Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate the commercialization of physical AI and expand South Korea's role in next-generation AI infrastructure.
2026-06-09
digitimes.com
2026-06-09
After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for a formal meeting with LG Chairman Koo Kwang-mo. The discussions underscored a widening strategic partnership between the two companies across robotics, AI infrastructure, mobility technologies, and advanced AI developmen
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
www.hpcwire.com
2026-06-09
HPCwire
Korea’s Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI
SEOUL, South Korea, June 8, 2026 — NVIDIA and SK Telecom have announced that SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory coming online in 2027.
An AI Cloud
2026-06-08
www.megabites.com.ph
2026-06-08
megabites.com.ph
Cadence and Samsung Foundry announced a full portfolio of Memory and Interface IP, along with expanded certification of Cadence’s agentic AI digital, custom, 3D IC, and system design and analysis (SDA) flows for Samsung Foundry’s second-generation 2nm process. This collaboration delivers a signoff-ready platform for next-generation AI infrastructure and physical AI designs across data center, edge
2026-06-08
www.engineering.com
2026-06-08
Engineering.com
www.engineering.com
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2026-06-08
electronics360.globalspec.com
2026-06-08
Electronics360
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2026-06-08
simplywall.st
2026-06-08
simplywall.st
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.telecomtv.com
2026-06-08
telecomtv.com
THE AI-NATIVE TELCO
SK Telecom and NVIDIA build AI infrastructure to power Korea’s AI innovation
Via SK Telecom
Jun 8, 2026
Korea’s Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI
· SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX™ platform, with the
2026-06-08
techxplore.com
2026-06-08
Tech Xplore
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2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Deputy Prime Minister and ICT Minister Bae Kyung-hoon (left) and Nvidia CEO Jensen Huang (ICT Ministry, Yonhap)
Korea’s ICT minister met Nvidia CEO Jensen Huang in Seoul on Monday to discuss bringing more of the US chipmaker’s AI computing infrastructure to Korea and expanding cooperation in physical AI.
Deputy Prime Minister and ICT Minister Bae Kyung-hoon met Huang during Nvidia’s Korea AI Eco