Semiconductor News & Analysis Feed
383 articles
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
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
tomshardware.com
2026-06-09
Matt Safford
Levelplay took to Computex with some interesting cooling concepts, like magnetic fans that can be reversed in seconds, and an AIO that puts a big tactile knob for fan control on top of your CPU.
2026-06-09
www.investing.com
2026-06-09
Investing.com
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2026-06-09
www.ad-hoc-news.de
2026-06-09
AD HOC NEWS
Infineon, Rides
Infineon Rides Quantum Security Tailwinds as 27% Monthly Rally Rewrites the Narrative
08.06.2026 - 20:13:25 | boerse-global.de
Infineon shares rally 27% in 30 days following integration of its OPTIGA security chip into Nvidia's Jetson Thor platform, with quantum computing and AI catalysts driving growth.
Infineon - Infineon Rides Quantum Security Tailwinds as 27% Monthly Rally Re
2026-06-09
www.sdxcentral.com
2026-06-09
SDxCentral
SK Hynix secures multiyear Nvidia deal to develop next-gen AI memory
Co-engineering pact expanded as Nvidia looks to ensure future hardware to sustain AI infrastructure buildout
June 08, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
SK Hynix secured a multiyear partnership with Nvidia to develop next-generation hardware for so-called AI
2026-06-09
the-decoder.com
2026-06-09
The Decoder
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Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
CPU surrounded by rare earth minerals by Pingingz via Shutterstock
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-m
2026-06-08
aimagazine.com
2026-06-08
AI Magazine
NVIDIA is turning to South Korea for memory chips to keep pace with skyrocketing global demand that shows no sign of slowing down anytime soon.
In a multi-year technology partnership with SK hynix, the American tech company is committing to developing advanced memory for global AI data centres.
This comes along with a series of technology partnerships with South Korean industrial giants, inclu
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Valuation Scrutiny: Market participants are closely examining ASML Holding's elevated price-to-earnings ratio amid questions over long-term earnings growth in the semiconductor equipment sector. Some highlight that recent analyst commentary questions whether current multiples align with projected demand slowdowns for advanced lithography tools.
Record High Context: Shares reached new peaks recent
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Micron stock rebounds along with chip sector following broader market rout
Ines Ferré · Senior Business Reporter
Mon, June 8, 2026 at 6:12 AM PDT 1 min read
MU
+9.39%
NVDA
+1.58%
AMD
+4.44%
SNDK
+5.28%
000660.KS
-7.68%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron stock was poised to rebound 7% on Monday following a one-day market plunge.
What's behind the move: The memory
2026-06-08
uk.finance.yahoo.com
2026-06-08
Yahoo Finance UK
Micron stock rebounds along with chip sector following broader market rout
Ines Ferré · Senior Business Reporter
Mon, 8 June 2026 at 6:12 am GMT-7 1 min read
MU
-13.25%
NVDA
-6.20%
AMD
-10.86%
SNDK
-11.39%
000660.KS
-7.68%
What happened: Micron stock was poised to rebound 7% on Monday following a one-day market plunge.
What's behind the move: The memory chip maker was on track to recover some of
2026-06-08
www.iotinsider.com
2026-06-08
IOT Insider
SMART WORLD
Infineon targets wearable payments market with SECORA Connect X and tokenisation platform
NEWS DESK
4 MINUTES AGO
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Infineon Technologies has launched a new platform designed to bring secure contactless payments to smart wearables, as semiconductor suppliers seek to capitalise on growing demand for connected devices capable of operating independently of smartphones.
The German chipm
2026-06-08
www.msn.com
2026-06-08
MSN
Major supply deal: Nvidia will source HBM from SK Hynix for its Vera CPU and AI platforms under a multi-year agreement.
Shortage pressures: CEO Jensen Huang warns the global memory shortage is structural and could persist for years, prompting long-term supply planning.
Strategic positioning: The deal supports Nvidia’s expansion into AI PCs, data centers, and server CPUs while strengthening SK Hy
2026-06-08
www.yahoo.com
2026-06-08
Yahoo
Nvidia Secures Major South Korean Partnerships to Fuel AI Expansion
Cover Media
Mon, June 8, 2026 at 3:45 PM GMT+8
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Nvidia has announced a series of new partnerships with some of South Korea's biggest technology companies as it works to strengthen its AI ecosystem and secure critical chip supplies.
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2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
news.google.com
2026-06-08
EE Times India
2026-06-08
news.google.com
2026-06-08
CNBC
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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