Semiconductor News & Analysis Feed
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2026-06-08
www.mk.co.kr
2026-06-08
매일경제
사진 확대
Vice Chairman Jun Young-hyun
The head of Samsung Electronics Co., Ltd.'s semiconductor business met with NVIDIA, the world's largest customer in the artificial intelligence (AI) semiconductor market, in Seoul on the 8th as the company seeks to expand its supply chain. Industry watchers believe the two sides focused on cooperation over supply of next-generation High Bandwidth Memory 4 (HBM4)
2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) is now ranked ninth among the world's 100 most valuable companies after its market capitalization more than doubled over the past year, PwC Taiwan has said in a report.
TSMC's market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, according to the accounting and consulting firm's "2026 Global To
2026-06-08
news.google.com
2026-06-08
AASTOCKS.com
2026-06-08
www.eenewseurope.com
2026-06-08
eeNews Europe
Global semiconductor equipment billings hit a record US$36.55 billion in the first quarter of 2026, up 14% year-over-year, according to the latest figures from industry association SEMI. The market also posted modest sequential growth of 1% compared to the previous quarter, signaling continued momentum across the chip manufacturing sector.
2026-06-08
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2026-06-08
EE Times India
2026-06-08
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2026-06-08
Gotrade
Qualcomm vs Arm Holdings Stock: Mobile and Edge-AI Bets
Erwanto Khusuma
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Qualcomm sells chips cheaply but faces a steep Apple modem decline.
Arm licenses chip designs and earns scalable royalties at a premium valuation.
Edge AI is the shared growth driver lifting both business models.
Table of Contents
Qualcomm's Chip Busin
2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
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2026-06-08
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2026-06-08
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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.
See our latest ana
2026-06-08
digitimes.com
2026-06-08
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.
2026-06-08
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2026-06-08
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2026-06-07
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2026-06-07
CNBC
Nvidia
and South Korea’s SK are expected to announce a cooperation plan on Monday, with the boss of the U.S. chipmaker saying the ongoing memory shortage would persist for “quite a few years.”
A spokesperson for SK Hynix said group Chairman Chey Tae-won and Nvidia CEO Jensen Huang plan to brief the media about the plan on Monday morning, confirming a report by Newsis.
Huang separately said that
2026-06-07
www.cnbc.com
2026-06-07
CNBC
In this article
NVDA
Jensen Huang, CEO of NVIDIA, arrives at a Korean barbecue restaurant for a dinner meeting with SK Group Chairman Chey Tae-won, LG Group Chairman Koo Kwang-mo, and Naver Chairman Lee Hae-jin in Seoul, South Korea, on June 5, 2026.
Chris Jung | Nurphoto | Getty Images
Nvidia and South Korea's SK are expected to announce a cooperation plan on Monday, with the boss of the U.S. c
2026-06-07
www.devdiscourse.com
2026-06-07
Devdiscourse
Reuters | Nvidia And South Koreas Sk Are Expected To Announce A Plan For Cooperation Between The Two Companies On Monday | United States
Nvidia and South Korea's SK are expected to announce a plan for cooperation between the two companies on Monday, with the boss of the U.S. chipmaker saying that the ongoing memory shortage would persist for "quite a few years".
A spokesperson for SK Hynix
2026-06-07
www.devdiscourse.com
2026-06-07
Devdiscourse
Nvidia, SK to detail cooperation plan as Huang flags prolonged chip shortage
Nvidia and SK Hynix are set to announce a cooperation plan on Monday, amidst ongoing memory shortages that Nvidia's CEO expects to persist for "quite a few years".
Reuters | Nvidia And South Koreas Sk Are Expected To Announce A Plan For Cooperation Between The Two Companies On Monday | Updated: 07-06-2026 17:23 IST | Cre
2026-06-07
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2026-06-07
TradingView
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2026-06-07
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2026-06-07
CNA
Business
Nvidia, SK to detail cooperation plan as Jensen Huang flags prolonged chip shortage
NVIDIA CEO Jensen Huang and SK Group Chairman Chey Tae-won pose at the SK Hynix booth during the annual Computex in Taipei, Taiwan, Jun 2, 2026. (Photo: Reuters/Ann Wang)
07 Jun 2026 07:30PM
(Updated: 07 Jun 2026 08:22PM)
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2026-06-07
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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
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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