Semiconductor News & Analysis Feed
2031 articles
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-09
digitimes.com
2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.
2026-06-09
digitimes.com
2026-06-09
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor
2026-06-09
digitimes.com
2026-06-09
AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to advanced computing resources. The company said the funding is intended to support long-term economic growth and scientific leadership nationwide.
2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports.
2026-06-09
www.msn.com
2026-06-09
MSN
CNBC's Jim Cramer said Nvidia's growing sovereign AI business could help reduce the company's dependence on hyperscalers.
He said governments around the world are investing heavily in domestic AI infrastructure, creating a new source of demand for Nvidia's chips that is less dependent on near-term financial returns.
CNBC's Jim Cramer said Monday that Nvidia's growing business with sovereign natio
2026-06-09
www.hpcwire.com
2026-06-09
HPCwire
Korea’s Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI
SEOUL, South Korea, June 8, 2026 — NVIDIA and SK Telecom have announced that SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory coming online in 2027.
An AI Cloud
2026-06-09
www.cnbc.com
2026-06-09
CNBC
CNBC’s Jim Cramer said Monday that Nvidia’s
growing business with sovereign nations could help ease investor concerns about the company’s dependence on a handful of hyperscale customers.
“Nvidia does not want to be hostage to customers that are trying their best to get off Nvidia,” the “Mad Money” host said. “It wants to try to get everyone to be a customer.”
Investors have started to worry tha
2026-06-09
news.google.com
2026-06-09
2nm.com.au
2026-06-09
news.bloomberglaw.com
2026-06-09
Bloomberg Law News
Redstone filed a federal lawsuit accusing chip maker Qualcomm of making and selling products that infringe on its patent for a specific method of communication between processor cores in a multi-core processor.
Redstone Logics LLC previously sued Qualcomm Inc. and Qualcomm Technologies Inc., alleging patent infringement for its implementation of ARM’s processor architecture in a September 2024 la
2026-06-09
news.bloomberglaw.com
2026-06-09
Bloomberg Law News
Redstone filed a federal lawsuit accusing chip maker Qualcomm of making and selling products that infringe on its patent for a specific method of communication between processor cores in a multi-core processor.
Redstone Logics LLC previously sued Qualcomm Inc. and Qualcomm Technologies Inc., alleging patent infringement for its implementation of ARM’s processor architecture in a September 2024 la
2026-06-09
www.investors.com
2026-06-09
Investor's Business Daily
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2026-06-09
www.tradingkey.com
2026-06-09
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 5.04%. The Software & IT Services sector is down by 0.02%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 1.28%; Alphabet Inc Class A (GOOGL) down 1.04%; Meta Platforms Inc (META) down 1.02%.
Cadence Design Systems (CDNS) experienced significant positive movement, primarily driven by recent st
2026-06-09
tomshardware.com
2026-06-09
Jake Roach
Intel is expanding its performance-boosting iBOT feature with seven new games.
2026-06-09
eetimes.com
2026-06-09
Discover how all-optical neural networks promise ultra-fast, energy-efficient AI—listen now to see if photonics will finally shatter neural bottlenecks.