Semiconductor News & Analysis Feed
3927 articles
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.smartkarma.com
2026-06-07
Smartkarma
www.smartkarma.com
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Hynix, Doubles
SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO Plans Amid Market Turmoil
06.06.2026 - 22:43:21 | boerse-global.de
SK Hynix stock drops 10% on Broadcom AI miss, but expansion plans and HBM dominance position it for long-term growth; ADR listing up to $14B.
Hynix - SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Nvidia (
NVDA
5.93%
) CEO Jensen Huang is one of the most well-respected names in the artificial intelligence (AI) industry. As the head of the largest AI semiconductor company, working closely with the world's leading cloud computing companies, he has unique insight into their evolving needs.
That's why investors pay close attention to what Huang has to say. On stage at Computex Week in Taipei,
2026-06-07
www.techtimes.com
2026-06-07
Tech Times
By Allen Lee
Published: Jun 06 2026, 15:34 PM EDT
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This picture taken on May 16, 2024 shows the logo of new Japanese semiconductor maker Rapidus Corporation at company's headquarters in Tokyo. YAMAZAKI/AFP VIA GETTY IMAGES
Japan's Ministry of Economy, Trade and Industry announced Friday that th
2026-06-07
www.aol.com
2026-06-07
AOL.com
Nvidia Just Slipped Below $5 Trillion. These Are the Few Companies With a Realistic Shot at Catching It.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 7, 2026 at 1:43 AM GMT+8
0
Key Points
Nvidia's revenue rose 85% year over year in its latest quarter.
Alphabet, Apple, and Microsoft are within striking distance.
Even the closest contender would need a lot to go right to overtake Nvidia, but I think
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Triple
Infineon's Triple Threat: Analyst Caution, Broadcom Jitters, and Macro Headwinds Trigger 13% Rout
06.06.2026 - 19:45:19 | boerse-global.de
Infineon shares plunge 12.81% from yearly high after skeptical analyst note, Broadcom's weak forecast, and strong US payrolls trigger profit-taking. Growth story intact with AI and auto demand.
Infineons - Infineon's Triple Threat: Analyst C
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.fool.com
2026-06-07
The Motley Fool
AI chip company Nvidia (
NVDA
5.93%
) became the first company ever worth $5 trillion in late 2025. As of this writing, it sits just below this after a recent pullback. But it's still the most valuable company in the world by a comfortable margin.
What's striking is how few companies are even in the conversation to pass it. But I personally think this is a conversation worth having, because I don
2026-06-07
tomshardware.com
2026-06-07
Zak Killian
A couple of new add-in cards exemplify the trend of slapping AMD's Promontory 21 chipset onto a card for extra I/O expansion.
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Whiplash
Infineon's Whiplash Week: From Record High to Sector Rout as Broadcom and Jobs Data Bite
06.06.2026 - 18:05:29 | boerse-global.de
Infineon shares crashed 12.81% after Broadcom’s AI outlook and a hot US jobs report triggered sector-wide profit-taking, but technical support near €70 and upcoming PCIM trade fair offer potential catalysts.
Infineons - Infineon's Whiplash Week: Fr
2026-06-06
startupfortune.com
2026-06-06
Startup Fortune
Elon Musk's Terafab plan is no longer just a big idea on stage. It is now moving through local approvals, supplier talks and the bottleneck every advanced chip project eventually meets: ASML.
The most important part of Musk's chip ambition may not be the Texas land, the tax break or even the headline investment number. It is whether his companies can get close enough to the machinery layer that d
2026-06-06
seekingalpha.com
2026-06-06
Seeking Alpha
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2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N