Semiconductor News & Analysis Feed
1374 articles
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Micron Selloff Tests AI Memory Hopes Valuation And Insider Signals
Simply Wall St
Sun, June 7, 2026 at 9:41 PM PDT 3 min read
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Micron Technology (NasdaqGS:MU) shares saw a sharp multi day decline during a globa
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, speaking from South Korea tonight after Friday’s brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.” More importantly for memory bulls, he framed the AI supply crunch as a multi-year condition, an unmistakably positive read-through for Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), which tr
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
Eric Bleeker
Sun, June 7, 2026 at 9:28 PM PDT 2 min read
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Huang called AI stocks "very cheap" and framed the memory shortage as a multi-year condition, a direct bullish read for MU and
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-08
www.trendforce.com
2026-06-08
TrendForce
[News] SK hynix to Supply Memory for NVIDIA Vera CPU as Partnership Deepens; Samsung Meeting in Spotlight
2026-06-08 Semiconductors editor
News
Please note that this article cites information from Global Economic News, ZDNet, Bloomberg, SK hynix, and NVIDIA.
Following confirmation that the “big three” memory makers—Samsung Electronics, SK hynix, and Micron—have secured HBM4 supply approv
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation...
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2026-06-08
www.digitimes.com
2026-06-08
digitimes
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation...
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2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
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2026-06-08
gagadget.com
2026-06-08
Gagadget.com
Nvidia CEO Jensen Huang visited South Korea in early June 2026 and signed a cluster of multi-year deals with SK Hynix, SK Telecom, Naver, and Doosan Group. The agreements span memory supply, AI cloud infrastructure, and the energy systems needed to run it all. With HBM — the high-bandwidth memory that makes AI accelerators fast — sold out well into the decade, locking in a preferred supplier is le
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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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.tradingview.com
2026-06-08
TradingView
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2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-08
www.crnasia.com
2026-06-08
CRN Asia
NVIDIA and SK Hynix announce multiyear technology partnership for next-generation memory
The partnership will also see SK Hynix diversify into new markets NVIDIA is creating including codeveloping memory for NVIDIA Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs and Jetson Thor robotic computing platforms.
Aaron Raj
8 June 2026
• 3 min read
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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
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
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.asiae.co.kr
2026-06-08
아시아경제
AI Supercomputer, Vera CPU, RTX Spark, Jetson Thor
Joint Memory Development Aligned with Nvidia's AI Infrastructure Roadmap
Applying AI to Semiconductor Design and Process Simulation
Collaboration to Build Autonomous Fabs Based on Digital T
SK hynix announced on June 8 that it will jointly develop next-generation memory for building global artificial intelligence (AI) factories with Nvidia, and s
2026-06-08
www.investing.com
2026-06-08
Investing.com
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