Semiconductor News & Analysis Feed
6948 articles
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Nvidia (
NVDA
5.93%
) has been the undisputed winner of the artificial intelligence boom.
Its graphics processing units (GPUs) became the foundation of modern AI infrastructure, powering everything from ChatGPT to autonomous driving systems. And Nvidia's data center revenue has exploded over the past few years as cloud infrastructure giants raced to build massive new AI clusters packed with thous
2026-06-08
www.iotinsider.com
2026-06-08
IOT Insider
SMART WORLD
Infineon targets wearable payments market with SECORA Connect X and tokenisation platform
NEWS DESK
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Infineon Technologies has launched a new platform designed to bring secure contactless payments to smart wearables, as semiconductor suppliers seek to capitalise on growing demand for connected devices capable of operating independently of smartphones.
The German chipm
2026-06-08
www.msn.com
2026-06-08
MSN
Major supply deal: Nvidia will source HBM from SK Hynix for its Vera CPU and AI platforms under a multi-year agreement.
Shortage pressures: CEO Jensen Huang warns the global memory shortage is structural and could persist for years, prompting long-term supply planning.
Strategic positioning: The deal supports Nvidia’s expansion into AI PCs, data centers, and server CPUs while strengthening SK Hy
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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ASML: Three Risks The Market Is Completely Ignoring
Jun 08, 2026, 4:50 AM ETASML Holding N.V. (ASML) Stock, ASML:CA Stock, ASMLF Stock
The Quality Growth Investor
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ASML Holding NV remains a dominant, high-quality growth monopoly in semiconductor lithography, but its current valuation is excessively rich.
ASML trades at ~54x
2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) is now ranked ninth among the world's 100 most valuable companies after its market capitalization more than doubled over the past year, PwC Taiwan has said in a report.
TSMC's market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, according to the accounting and consulting firm's "2026 Global To
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia strikes multi-year AI infrastructure deals with Korean firms
Nvidia targets AI factory buildout in South Korea with new corporate alliances · Verdict · JHVEPhoto/Shutterstock.com.
BV Swagath
Mon, June 8, 2026 at 4:08 AM AST 4 min read
NVDA
-6.20%
000660.KS
-7.68%
035420.KS
+9.20%
SKM
-8.71%
Nvidia has signed a series of multi-year agreements with several major South Korean technology compa
2026-06-08
press.siemens.com
2026-06-08
Siemens press
Press Release
08 June 2026
Siemens AG
Zug
Siemens and Infineon leverage silicon carbide technology to advance electrical protection in data centers and factories
Infineon and Siemens collaborate to drive semiconductor circuit breaker technology for data centers, production facilities and battery storage systems
Semiconductor circuit breakers are fast-acting, semiconductor-based electronic devices
2026-06-08
news.google.com
2026-06-08
AASTOCKS.com
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market
Jun 08, 2026, 3:49 AM ETAlphabet Inc. (GOOGL) Stock, NVDA Stock, GOOG:CA Stock, GOOG Stock, NVDA:CA Stock
Beth Kindig
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Google announced that it will begin selling TPUs to select third-party data center operators, marking the company'
2026-06-08
www.yahoo.com
2026-06-08
Yahoo
Nvidia Secures Major South Korean Partnerships to Fuel AI Expansion
Cover Media
Mon, June 8, 2026 at 3:45 PM GMT+8
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Nvidia has announced a series of new partnerships with some of South Korea's biggest technology companies as it works to strengthen its AI ecosystem and secure critical chip supplies.
View comm
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Apple's M5 Pro signals a broader shift in laptop processors, with implications for global device makers, developers, and AI users. A teardown suggests Apple is combining chiplet-style packaging, higher memory bandwidth, and GPU-based AI acceleration to...
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2026-06-08
www.msn.com
2026-06-08
MSN
・Despite the supply-demand gap, CEO Wei added that TSMC will refrain from suddenly raising prices to maintain a stable business.
・Two plots of land acquired in Arizona should be enough to satisfy TSMC's needs for a decade, Wei said.
・CEO Wei stated that the company will not be able to meet demands from its American customers even after its manufacturing facilities get operational in the U.S.
Ta
2026-06-08
www.asiaresearchnews.com
2026-06-08
Asia Research News |
□ The Institute of Next-Generation Semiconductor Convergence Technology (Director Kim Dae-hwan) at DGIST (President Lee Kunwoo) has been selected for the “Project for Utilizing Highly Experienced Professionals to Support Semiconductor Technology Development,” a new project under the “2026 Nano and Materials Technology Development Program: Infrastructure Development (Fab Advancement),” organized by
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Shares retreat after strong AI-driven rally
08.06.2026 - 09:31:31 | ad-hoc-news.de
Infineon Technologies shares have pulled back after a powerful AI-fueled advance earlier in 2026, with investors reassessing semiconductor valuations on the Xetra home market. Recent trading comes on the heels of the company’s latest quarterly resul
2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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https://errors.edgesuite.net/18.cb69dc17.1780905363.2cda1787
2026-06-08
uk.finance.yahoo.com
2026-06-08
Yahoo Finance UK
Nvidia is under-appreciated: I’m buying the stock near $215
Edward Sheldon, CFA
Mon 8 June 2026 at 3:11 am GMT-4 3 min read
NVDA
-6.20%
Image source: NVIDIA
This might sound crazy but I’ve been buying Nvidia (NASDAQ: NVDA) stock recently. I’ve been adding to my holding – which I initiated back in 2021 near $20 – around the $215 level.
The reason I’ve been buying is that I actually believe that N
2026-06-08
www.tradingview.com
2026-06-08
TradingView
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ROHM's SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance
ROHM's SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance
2 min read
ROHM Co., Ltd./ Key word(s): Miscellaneous
ROHM's SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance
08.06.2026 / 09:05 CET/CEST
The issuer is solely responsible for the content of this announceme
2026-06-08
counterpointresearch.com
2026-06-08
Counterpoint Research
This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI.
Counterpoint research is a young and fast growing
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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