Semiconductor News & Analysis Feed
70 articles
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue to expand. The comment was made by Samsung Electronics co-CEO and head of the Device Solutions (DS) division Young-hyun Jun following talks with Nvidia CEO Jensen Huang and senior executives at The Shilla hotel in Jun
2026-06-08
www.engineering.com
2026-06-08
Engineering.com
www.engineering.com
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2026-06-08
www.reuters.com
2026-06-08
Reuters
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2026-06-08
digitimes.com
2026-06-08
Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.streetinsider.com
2026-06-05
StreetInsider
Investing.com -- NVIDIA (NASDAQ: NVDA) CEO Jensen Huang confirmed on June 5, 2026 that Samsung Electronics (LON:0593xq), SK Hynix Inc (KS:000660), and Micron Technology Inc (NASDAQ: MU) have all passed certification to supply HBM4 high-bandwidth memory for the company's next-generation Vera Rubin AI accelerator platform, marking the first public acknowledgment of approvals for all three major memo
2026-06-05
www.sdxcentral.com
2026-06-05
SDxCentral
Nvidia certifies ‘big three’ for HBM4, securing memory supply for Vera Rubin launch: report
Samsung, SK Hynix, and Micron meet chip giant's requirements
June 05, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
Samsung Electronics, SK Hynix, and Micron, the so-called "big three" memory makers, have all been given the green light to by Nvidi
2026-06-05
www.tradingview.com
2026-06-05
TradingView
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2026-06-05
www.xtb.com
2026-06-05
XTB.com
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 75% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Options are complex financial instruments and come with a high risk of losing the entire premiu
2026-06-05
www.xtb.com
2026-06-05
XTB.com
Nvidia’s official confirmation that HBM4 memory from SK hynix, Samsung, and Micron has been certified for its upcoming Vera Rubin platform is far more than just good news for memory manufacturers. From a market perspective, the key takeaway is the signal sent by Nvidia itself. For the first time, the company has chosen to build the next generation of its AI accelerators around a fully diversified
2026-06-05
www.xtb.com
2026-06-05
XTB.com
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 72% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Nvidia’s official confirmation that HBM4 memory from SK hynix, Samsung, and Micron has been ce
2026-06-05
news.google.com
2026-06-05
Moomoo
2026-06-05
news.google.com
2026-06-05
Seeking Alpha
2026-06-05
ca.finance.yahoo.com
2026-06-05
Yahoo! Finance Canada
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2026-06-05
uk.finance.yahoo.com
2026-06-05
Yahoo Finance UK
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2026-06-04
www.theregister.com
2026-06-04
The Register
AI AND ML
Intel's mysterious new datacenter GPU is what Nvidia's Rubin CPX nearly was
Nvidia's prefill accelerator was shelved, but Chipzilla's Crescent Island could fill the void
Tobias Mann
Systems editor
0
Published Thu 04 Jun 2026 // 13:00 UTC
COMPUTEX 2026 Intel offered new insights into its next-gen datacenter GPU codenamed Crescent Island. Alongside supporting enterprise AI deployments,
2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Credit: CoreWeave
CoreWeave, Inc. (NASDAQ: CRWV) shares surged roughly 14% after the company announced it had become the first AI cloud provider to complete bring-up and full system-level validation of NVIDIA (NASDAQ: NVDA) Vera Rubin NVL72.
The Vera Rubin NVL72 platform combines 72 Rubin GPUs and 36 Vera CPUs connected through NVIDIA’s next-generation NVLink architecture, delivering better infe
2026-06-04
www.prnewswire.com
2026-06-04
PR Newswire
GMI Cloud Supports the Next Era of AI Factories with NVIDIA Vera Rubin
NEWS PROVIDED BY
GMI Cloud
Jun 03, 2026, 14:01 ET
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TAIPEI , June 3, 2026 /PRNewswire/ -- NVIDIA GTC -- GMI Cloud, an AI-native cloud infrastructure company purpose-built for production AI, today announced its support for the next era of agentic AI factories following the momentum of NVIDIA Vera Rubin
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
www.tradingkey.com
2026-06-02
TradingKey
SK Hynix plans to double memory chip wafer production capacity within five years, projecting a global shortage until 2030 due to AI-driven HBM demand. The company aims to be NVIDIA's primary HBM supplier for the Vera Rubin system, currently holding a significant share of HBM4 orders. SK Group also seeks to diversify partnerships in Taiwan beyond TSMC. SK Hynix has surpassed $1 trillion in market c