Semiconductor News & Analysis Feed
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2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
Nvidia pitches new Vera CPUs to Chinese clients, orders set for August: Reuters
Jun 12, 2026, 3:12 AM ETNVIDIA Corporation (NVDA) StockBy: Arundhati Sarkar, SA News Editor
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Nvidia (NVDA) told clients in China that they can start placing orders for its new Vera central processors, which may be available as soon as August, Reuters reported, citing sources.
One ma
2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
Desktop GPU shipments hold steady in Q1 2026 with NVIDIA maintaining 90% market share
Q1 2026 GPU shipments dropped only 0.6%, far below the usual 12%, as NVIDIA holds 90% market share and Intel gains ground with Arc GPUs.
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Kosta Andreadis
Senior Editor
Published Jun 11, 2026 11:31 PM CDT
1 minute & 30 seconds read time
TL;DR: In Q1 2026, desktop GPU shipments slightly declined by
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-12
analyticsindiamag.com
2026-06-12
Analytics India Magazine
"From HBM leader to trillion-dollar giant, SK Hynix has become a critical pillar of the AI supply chain."
Afew years ago, a meme went viral during the AI boom, comparing NVIDIA to a company selling shovels during a gold rush. As AI companies rushed to build models and data centres, NVIDIA supplied the chips that made it all possible.
But every shovel maker needs its own suppliers. For NVIDIA, on
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
NVIDIA Corporation (NVDA): A Forever Stock to Buy amid Growing Business Ties in Korea
Abdul Rahman
Thu, 11 June 2026 at 8:25 pm GMT-7 2 min read
NVDA
+2.22%
SKM
+0.29%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)’s DSX platform to build a gigawatt-scal
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
CNBC’s Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC | INTC Price Prediction) ahead of every other chip stock in his coverage universe. The catalyst was a dramatic analyst action that Cramer described as “a company which had been recommending a sale of Intel comes out and skips the h
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.
Thomas Richmond
Thu, June 11, 2026 at 6:47 PM PDT 3 min read
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Cramer named Intel his top chip pick after an analyst jumped straight from sell to buy, lifting shares 5% to $113.
Intel has su
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Stock Valuation After New SiC Package And NVIDIA AI Data Center Role
June 12, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) has drawn fresh attention after unveiling a new ultra high voltage UHV-TO-247-4-ISO package for its GeneSiC SiC MOSFETs, alongside a high profile role in NVIDIA’s AI data center ecosys
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
South Korea
This Week in AsiaEconomics
How Nvidia’s South Korean AI deals could fuel ‘the next industrial revolution’
Jensen Huang’s dealings in Seoul may provide a road map for South Korea’s AI ambitions but experts warn against painting too rosy a picture
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Park Chan-kyong
Published: 8:00am, 12 Jun 2026
A spate of agreements Nvidia has reached wi
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
South Korea
This Week in AsiaEconomics
How Nvidia’s South Korean AI deals could fuel ‘the next industrial revolution’
Jensen Huang’s dealings in Seoul may provide a road map for South Korea’s AI ambitions but experts warn against painting too rosy a picture
4-MIN READ
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Make SCMP preferred on Google
Park Chan-kyong
Published: 8:00am, 12 Jun 2026
A spate of agreements Nvidia has reached with Sout
2026-06-12
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2026-06-12
HealthExec
2026-06-12
www.bloomberg.com
2026-06-12
Bloomberg.com
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United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation As NVIDIA Investment And AI Demand Reshape Growth And Supply Chain Risks
June 12, 2026
Simply Wall St
Coherent (COHR) has returned to focus after strong AI data center demand, upbeat financial guidance, and a US$2b investment from NVIDIA coincided with fresh supply chain risks tied to critical optical
2026-06-12
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2026-06-12
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2026-06-12
The Mighty 790 KFGO
By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) – Nvidia has hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C., two sources briefed on the matter said on Thursday.
Andrews served as chipmaking rival Intel’s government affairs chief under former CEO Pat Gelsinger. During the Obama administration, Andrews was a Commerce Department official.
N
2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
Yahoo Finance
Nvidia hires veteran lobbyist Bruce Andrews to head government affairs, sources say
A NVIDIA logo is pictured on its facility at the High-tech park at Yokne'am · Reuters
Max A. Cherney
Thu, June 11, 2026 at 3:20 PM PDT
NVDA
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By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) - Nvidia has hired veteran lobbyist Bruce Andrews to he
2026-06-12
news.google.com
2026-06-12
NVIDIA Newsroom