Semiconductor News & Analysis Feed
10083 articles
2026-06-07
seekingalpha.com
2026-06-07
Seeking Alpha
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2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
AI Data Centers Are Draining the Memory Chip Supply Chain, and Car and Phone Bills Will Show It
Trade groups warn Washington as Ericsson and Nokia push to renegotiate contracts, with consumer wireless and auto prices in the crosshairs.
BY TECHNOLOGY DESK
JUNE 7, 2026
The automotive industry is among the sectors facing cost pressure as AI data centers consume memory chips. [Image Source: The Drive
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineon’s, Whiplash
Infineon’s Whiplash: How a Rival’s Outlook and a Rating Cut Toppled a Record Run
07.06.2026 - 09:22:52 | boerse-global.de
German chipmaker Infineon shares fall 12.8% after Broadcom's cautious AI outlook; analyst downgrades to Hold but raises target. Key events: conferences, GaN patent case.
Infineon’s - Infineon’s Whiplash: How a Rival’s Outlook and a Rating Cut Toppled a Re
2026-06-07
blogs.nvidia.com
2026-06-07
NVIDIA Blog
NVIDIA, KRAFTON, NC and Reigning ‘League of Legends’ Champions T1 Celebrate RTX Spark at Korea’s PC Bangs
June 7, 2026 by Jangho Park
0
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At GTC Taipei at COMPUTEX last week, NVIDIA unveiled RTX Spark, the superchip that reinvents Windows PCs for the era of personal AI agents. On the heels of this announcement, NVIDIA founder and CEO Jensen Huang headed to South Korea, where he introduced R
2026-06-07
simplywall.st
2026-06-07
simplywall.st
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2026-06-07
www.indexbox.io
2026-06-07
IndexBox
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2026-06-07
www.azom.com
2026-06-07
AZoM
By Muhammad Osama
Reviewed by Susha Cheriyedath, M.Sc.
Jun 6 2026
By adjusting the atomic precursor pulses, researchers demonstrated that 2D semiconductor alloys can be built with controlled composition, embedded nanoscale structures, and tunable light-emitting behavior.
Study: Control of composition and atomic distribution in ternary molybdenum tungsten disulfide monolayers by sub-atomic layer
2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
digitimes.com
2026-06-07
Samsung Electronics is pursuing a two-track foundry strategy, accelerating its 2nm push for future customers while asking partners to step up sales of its 5nm and 8nm processes to support near-term utilization, according to ZDNet Korea.
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-07
digitimes.com
2026-06-07
Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.
2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
news.google.com
2026-06-07
Crypto Briefing
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
simplywall.st
2026-06-07
simplywall.st
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2026-06-07
simplywall.st
2026-06-07
simplywall.st
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2026-06-07
www.aol.com
2026-06-07
AOL.com
Nvidia Just Slipped Below $5 Trillion. These Are the Few Companies With a Realistic Shot at Catching It.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 7, 2026 at 1:43 AM GMT+8
0
Key Points
Nvidia's revenue rose 85% year over year in its latest quarter.
Alphabet, Apple, and Microsoft are within striking distance.
Even the closest contender would need a lot to go right to overtake Nvidia, but I think
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Triple
Infineon's Triple Threat: Analyst Caution, Broadcom Jitters, and Macro Headwinds Trigger 13% Rout
06.06.2026 - 19:45:19 | boerse-global.de
Infineon shares plunge 12.81% from yearly high after skeptical analyst note, Broadcom's weak forecast, and strong US payrolls trigger profit-taking. Growth story intact with AI and auto demand.
Infineons - Infineon's Triple Threat: Analyst C