Semiconductor News & Analysis Feed
5479 articles
2026-06-08
digitimes.com
2026-06-08
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 in Sejong, South Korea.
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.
2026-06-08
digitimes.com
2026-06-08
Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.
2026-06-08
digitimes.com
2026-06-08
Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
2026-06-08
digitimes.com
2026-06-08
ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the low-cost DDR5 supply many in the PC sector had hoped for.
2026-06-08
digitimes.com
2026-06-08
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 strengthen on-device computing while reshaping how premium PCs approach local AI workloads.
2026-06-08
digitimes.com
2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Kim Jeong-eon
Published 2026.06.08. 08:58
NH Investment & Securities raised its target prices for Samsung Electronics and SK hynix to 5.3 million won and 32 million won, respectively. It said the spread of agent AI is driving memory demand to grow faster than expected, projecting that favorable industry conditions will persist for a long period.
Samsung Electronics, SK hynix./Courtesy of New
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
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2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
News Summary:
NVIDIA and SK hynix announce 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 —
2026-06-08
www.bitget.com
2026-06-08
Bitget
Gelonghui, June 8｜Wolfspeed, a silicon carbide concept stock, surged over 13% in pre-market trading. According to reports, the company announced a partnership with General Electric Aerospace to jointly accelerate the application of high-voltage silicon carbide (SiC).
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. T
2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.08. 06:00
A view of the foundry plant at the Hwaseong Campus of Samsung Electronics./Courtesy of Samsung Electronics
Inside Samsung Electronics, some say the foundry division could return to profit as early as the third quarter of this year. Analysts say profitability has gained momentum as production of base dies used in the 2-nanometer advanced process and hi
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
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2026-06-08
news.google.com
2026-06-08
Benzinga
2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineons, Plunge
Infineon's 12.81% Plunge: Sector Jitters, a Neutral RSI, and a GaN Patent Fight Set the Stage
07.06.2026 - 18:09:45 | boerse-global.de
Infineon shares suffer worst single-day loss in months, erasing gains after Broadcom's cautious guidance and strong US jobs data. Technicals show neutral RSI, support between €68.50-€64.50.
Infineons - Infineon's 12.81% Plunge: Sector Jitters, a