Semiconductor News & Analysis Feed
383 articles
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.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineons, Plunge
Infineon's 12.81% Plunge: Sector Jitters, a Neutral RSI, and a GaN Patent Fight Set the Stage
07.06.2026 - 18:09:45 | boerse-global.de
Infineon shares suffer worst single-day loss in months, erasing gains after Broadcom's cautious guidance and strong US jobs data. Technicals show neutral RSI, support between €68.50-€64.50.
Infineons - Infineon's 12.81% Plunge: Sector Jitters, a
2026-06-07
letsdatascience.com
2026-06-07
Let's Data Science
INFRASTRUCTURE
nvidia
sk hynix
ai infrastructure
dram
Nvidia Secures SK Hynix DRAM for Vera Data-Center CPU
1 sources
|
June 7, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Bloomberg reporting, as summarized by Seeking Alpha, says Nvidia's newly unveiled Vera data-center CPU will incorporate memory supplied by SK Hynix. The coverage frames the an
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Micron, Marvell shares tumble as chip sector faces worst day in six years
The semiconductor index plunged 10.3% in a single session, erasing more than $1 trillion in market value as AI demand concerns
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
digitimes.com
2026-06-07
Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-07
simplywall.st
2026-06-07
simplywall.st
__fail__
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-07
tomshardware.com
2026-06-07
Luke James
Security researcher Rasmus Moorats has demonstrated that Creative's Sound Blaster Katana V2X gaming soundbar can be hijacked over Bluetooth from up to 16 yards away.
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Whiplash
Infineon's Whiplash Week: From Record High to Sector Rout as Broadcom and Jobs Data Bite
06.06.2026 - 18:05:29 | boerse-global.de
Infineon shares crashed 12.81% after Broadcom’s AI outlook and a hot US jobs report triggered sector-wide profit-taking, but technical support near €70 and upcoming PCIM trade fair offer potential catalysts.
Infineons - Infineon's Whiplash Week: Fr
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.marketbeat.com
2026-06-06
MarketBeat
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2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-06
www.marketscreener.com
2026-06-06
marketscreener.com
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2026-06-06
www.marketwatch.com
2026-06-06
MarketWatch
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2026-06-06
www.investors.com
2026-06-06
Investor's Business Daily
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