Semiconductor News & Analysis Feed
2074 articles
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
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
COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again dominated the conversation: Nvidia.
2026-06-09
digitimes.com
2026-06-09
Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.
2026-06-09
digitimes.com
2026-06-09
Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error in power electronics, with potential implications for AI data centers, electric vehicles, industrial systems, and electrification infrastructure worldwide.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-09
semiengineering.com
2026-06-09
Laura Peters
Majority of AI initiatives failing; synthetic data gaining traction due to limited real...
2026-06-09
www.01net.it
2026-06-09
01net
www.01net.it
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2026-06-09
www.01net.it
2026-06-09
01net
www.01net.it
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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
2026-06-09
www.thelec.net
2026-06-09
thelec.net
Samsung Electronics DS Division Head and Vice Chairman Jun Young-hyun holds a press briefing at the Shilla Hotel banquet hall in Seoul's Jangchung-dong district on June 8. (Photo: THE ELEC)
Samsung Electronics expressed confidence in its long-term partnership with Nvidia despite the chip designer's increasingly close relationship with SK hynix.
Jun Young-hyun, vice chairman and head of Samsung E
2026-06-09
www.asdnews.com
2026-06-09
ASDNews
www.asdnews.com
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2026-06-09
www.msn.com
2026-06-09
MSN
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2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks driven primarily by a broad rebound in semiconductor stocks after a sharp late-week selloff, with Qualcomm participating in the risk-on rotation. Investors also appear to be looking ahead to Qualcomm’s June 24, 2026 Investor Day and its expanding data-center
2026-06-09
www.gurufocus.com
2026-06-09
GuruFocus
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2026-06-09
www.moomoo.com
2026-06-09
Moomoo
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2026-06-09
www.tradingview.com
2026-06-09
TradingView
News
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Reuters
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Cadence Announces Collaboration With Intel Foundry To Accelerate Intel 14A Process Optimization For Hpc And Mobile Designs
Cadence Announces Collaboration With Intel Foundry To Accelerate Intel 14A Process Optimization For Hpc And Mobile Designs
RefinitivLess than 1 min read
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2026-06-09
au.investing.com
2026-06-09
Investing.com Australia
au.investing.com
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