Semiconductor News & Analysis Feed
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2026-06-09
aibusiness.com
2026-06-09
AI Business
The deals come as Nvidia expands its presence in South Korea, spanning robotics, chip design and AI infrastructure.
Nvidia has entered into new partnerships with SK Group and LG Group, as part of its ongoing effort to strengthen relationships with key technology partners in South Korea.
CEO Jensen Huang revealed the agreements during a visit to Seoul on June 7, alongside deals with internet cong
2026-06-09
www.sdxcentral.com
2026-06-09
SDxCentral
SK Hynix secures multiyear Nvidia deal to develop next-gen AI memory
Co-engineering pact expanded as Nvidia looks to ensure future hardware to sustain AI infrastructure buildout
June 08, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
SK Hynix secured a multiyear partnership with Nvidia to develop next-generation hardware for so-called AI
2026-06-09
the-decoder.com
2026-06-09
The Decoder
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Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-09
news.google.com
2026-06-09
24/7 Wall St.
2026-06-09
www.moomoo.com
2026-06-09
Moomoo
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2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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2026-06-09
interestingengineering.com
2026-06-09
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-06-08
www.engineering.com
2026-06-08
Engineering.com
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2026-06-08
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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Semiconductor Bonding Market: USD 1.45 Billion by 2031 with Consumer Electronics Holding 38.23% Share in 2025 | Mordor Intelligence Report
PR Newswire
Mon, June 8, 2026 at 8:24 AM PDT 5 min read
HYDERABAD, India, June 8, 2026 /PRNewswire/ -- According to Mordor Intelligence, the global semiconductor b
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of reports suggesting that Alphabet‘s (NASDAQ:GOOGL) Google and NVIDIA (NASDAQ:NVDA) could lean on Intel’s foundry as a backup AI chip supplier.
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The move extends a remarkab
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback
Justin Sullivan / Getty Images
David Moadel
Mon, June 8, 2026 at 7:59 AM PDT 4 min read
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INTC surged 11% to $111, extending a huge run as Intel and Hitachi announced a five-pillar strategic collaboration spanning foundry tool
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
Bet_Noire / Getty Images
Alex Sirois
Mon, June 8, 2026 at 7:56 AM PDT 3 min read
MRVL
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+1.34%
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Marvell's GAAP net income cratered 81% year over year while 76% of its revenue comes from customers actively building silicon t
2026-06-08
news.google.com
2026-06-08
9to5Toys
2026-06-08
bits-chips.com
2026-06-08
Bits&Chips
Headline
TSMC: AI chip shortage to persist for years despite capacity expansion
8 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
hothardware.com
2026-06-08
HotHardware
NVIDIA And SK Hynix Partner On Multi-Year Advanced AI Memory Agreement
by Paul Lilly — Monday, June 08, 2026, 09:49 AM EDT
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NVIDIA is expanding its partnership with SK hynix by inking a multi-year technology partnership aimed at ensuring a steady supply of next generation memory products for a wave of hardware designs, including Vera Rubin supercomputers, Vera CPus, RTX Spark PCs, and
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Memory and storage names are leading the tape in early Monday trading, snapping back hard from Friday’s brutal selloff. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 8% to $935, while Western Digital (NASDAQ:WDC) and SanDisk (NASDAQ:SNDK) are also rallying sharply.
The bounce arrives without a fresh fundamental catalyst, and it looks technical in nature. The trio is recovering o
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Micron Rockets 8%, Western Digital Surges 7%, SanDisk Pops 6% in Memory-Stock Snap-Back
David Moadel
Mon, June 8, 2026 at 6:30 AM PDT 4 min read
MU
+6.13%
SNDK
+3.12%
WDC
+1.50%
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Micron (MU) rockets 8% and Western Digital (WDC) surges 7%, recovering just a fraction of Friday's brutal 13% AI memory selloff.
Susquehanna's $3,250 SanDisk price
2026-06-08
www.gizmochina.com
2026-06-08
Gizmochina
DJINews
DJI announces its first 140W GaN charger with USB-C triple output and real-time display cable
By Rajesh Regmi -
Jun 8, 2026
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DJI is a household name when it comes to drones and gimbals. The popular camera drone maker is now entering a new category with the new DJI POWER 140W GaN Charger.
It is DJI’s first high-efficiency gallium nitrid