Semiconductor News & Analysis Feed
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2026-06-08
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2026-06-08
Yahoo Finance
Better Buy After the Semiconductor Sell-Off: Marvell or Broadcom?
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 10:22 PM AST 4 min read
AVGO
-7.92%
MRVL
-16.74%
NVDA
-6.20%
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that
2026-06-08
news.google.com
2026-06-08
EE Times Asia
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that expectations can outrun even rapid growth. Marvell Technology (
MRVL
15.74%
), which had soared roughly 32% in a single session days earlier, gave back a good chunk of that gain b
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center...
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2026-06-08
www.koreatimes.co.kr
2026-06-08
The Korea Times
Nvidia CEO Jensen Huang, right, speaks during a media interview with SK Group Chairman Chey Tae-won, left, at SK Group's headquarters in central Seoul, Monday. Yonhap
SK Group and Nvidia on Monday announced a “long-term” partnership for artificial intelligence (AI), which include co-developing chips for AI accelerators and expanding AI infrastructure including semiconductor fabs and data centers.
2026-06-08
siliconangle.com
2026-06-08
SiliconANGLE
Artificial intelligence chipmaker Nvidia Corp. today announced a slate of new partnerships with some of South Korea’s biggest technology, including the memory chip supplier SK hynix Inc., internet giant Naver Corp. and the multinational conglomerate Doosan Group.
The deals came during a high-profile trip by Nvidia Chief Executive Jensen Huang to the country. He arrived on Friday, and has spent th
2026-06-08
simplywall.st
2026-06-08
simplywall.st
United States/Semiconductors/NasdaqGM:ACMR
Assessing ACM Research (ACMR) Valuation After Semiconductor Selloff And Earnings Downgrades
June 08, 2026
Simply Wall St
ACM Research (ACMR) dropped 9.4% during a broad selloff in semiconductor equipment stocks, as concerns about the sector’s near term outlook combined with fresh downward revisions to the company’s earnings estimates.
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
www.thefastmode.com
2026-06-08
The Fast Mode
NVIDIA and SK hynix announced multiyear technology partnership for next-generation memory aligned to NVIDIA’s AI infrastructure roadmap.
The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories.
SK hynix will diversify into new markets NVIDIA is creating — across AI i
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
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2026-06-08
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2026-06-08
www.fool.com
2026-06-08
The Motley Fool
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2026-06-08
www.koreatimes.co.kr
2026-06-08
The Korea Times
Nvidia Corp. CEO Jensen Huang, left, and SK Group Chairman Chey Tae-won bump fists during dinner at a chicken restaurant in southern Seoul, Sunday. Courtesy of SK SUPEX Council
Nvidia and SK hynix said Monday they have entered into a multi-year technology partnership to advance next-generation memory technologies for artificial intelligence (AI) factories.
"We made a very significant and long-te
2026-06-08
digitimes.com
2026-06-08
LG Innotek is accelerating its push into advanced semiconductor packaging, announcing plans to expand its substrate manufacturing operations in Vietnam as it seeks to transform the business into a key growth engine and generate more than KRW3 trillion (approx. US$1.9 billion) in annual revenue by 2030.
2026-06-08
digitimes.com
2026-06-08
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.