Semiconductor News & Analysis Feed
2568 articles
2026-06-10
news.google.com
2026-06-10
Bits&Chips
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia (NVDA), SK Group to Announce Expanded AI and Semiconductor Partnership
Maham Fatima
Tue, June 9, 2026 at 4:21 PM PDT 2 min read
NVDA
-0.22%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the most profitable growth stocks to buy. On June 7, Reuters reported that NVIDIA and SK are set to announce a new cooperation plan on Monday, following a meeting be
2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
www.msn.com
2026-06-10
MSN
Intel stock fell Tuesday as a rebound in chip stocks came to an abrupt end and overshadowed the company’s newly expanded deal with Cadence Design Systems that looks like a sign of confidence in Intel’s next-generation chip-manufacturing process.
Intel shares declined 2.1% to $107.92, but well off an intraday low of $99.46, on Tuesday. The move came after an 11% gain the previous day amid exciteme
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
David Moadel
Tue, June 9, 2026 at 12:30 PM PDT 5 min read
NVDA
-0.22%
INTC
-2.13%
AAPL
-3.64%
TSM
+0.26%
TSLA
-3.00%
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Musk's AI5 chip targets a 50x performance leap over AI4 at 10% of NVIDIA's cost, while NVDA's data center revenue hit $75
2026-06-10
www.jonpeddie.com
2026-06-10
Jon Peddie Research
SK Hynix turned a long HBM investment cycle into a central position in AI infrastructure. The company built deep ties with Nvidia, aligned with TSMC, and moved memory out of commodity pricing patterns. Its HBM share, operating margin, and product roadmap now reflect a custom-silicon role tied to AI accelerators, robotics, client AI systems, and autonomous fabs. For silicon teams, SK Hynix now shap
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 6%, and Western Digital (NASDAQ:WDC) stock is off 5%. Yet, SanDisk (NASDAQ:SNDK) shares are holding firm (comparatively speaking) as they trade flat on the session.
Video Muted
The backdrop is a broad chip se
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady
David Moadel
Tue, June 9, 2026 at 10:55 AM PDT 4 min read
SNDK
-0.37%
MU
-5.73%
WDC
-4.16%
SMH
-3.45%
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After surging over 200% year to date, Micron dropped 5% and Western Digital fell 4.5% on profit-taking, not a fundamental breakdown.
With the VanEck Semiconductor ETF down
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
manufacturingdigital.com
2026-06-09
Manufacturing Digital
While the focus is often on automation systems and the machinery needed to support them, another challenge is emerging behind the scenes. How do operators protect facilities from electrical faults before they cause disruption?
Siemens and Infineon Technologies are now partnering to address that problem with a new approach to circuit protection designed for power-critical environments.
The compan
2026-06-09
www.zacks.com
2026-06-09
Zacks Investment Research
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In ad
2026-06-09
aimagazine.com
2026-06-09
AI Magazine
NVIDIA and South Korean manufacturer, SK Hynix, have announced a multi-year partnership to co‑develop next‑generation memory, align long‑term supply and accelerate semiconductor design and manufacturing for AI factories.
The agreement supports supply for advanced memory, reflecting extended development cycles, sophisticated fabrication and capital investment needs as AI demand scales worldwide.
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Allen Lee
Published: Jun 09 2026, 08:56 AM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soaring
2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
South Korea's SK Telecom is partnering with Nvidia on a "gigawatt-scale" AI cloud platform in the country.
This will see SK Telecom deploy AI factories in the country based on the Nvidia DSX platform, with the first set to come online in 2027.
– Nvidia
The Nvidia DSX is a full-stack reference architecture including software, hardware, and operations. The AI cloud platform will provide compute f
2026-06-09
www.barrons.com
2026-06-09
Barron's
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2026-06-09
www.engineering.com
2026-06-09
Engineering.com
The deal also covers semiconductor simulation, fab digital twins and tools for autonomous manufacturing workflows.
NVIDIA and SK hynix announced a multiyear technology partnership to advance next-generation memory for the global AI factory buildout and accelerate semiconductor design and manufacturing. The agreement builds on years of deep co-engineering collaboration that has powered some of the
2026-06-09
eetimes.com
2026-06-09
Chip technology dives deeper into the Z-axis, pushing metrology to innovate or risk becoming a bottleneck.
2026-06-09
www.automotiveworld.com
2026-06-09
Automotive World
A 44% switching loss reduction claim puts the Si829x at the centre of the EV drivetrain efficiency conversation for 2026 and beyond
June 9, 2026
Skyworks Solutions has unveiled the Si829x, an isolated gate driver for electric vehicle (EV) traction inverters, at PCIM 2026 in Nuremberg. Using ProVCD variable current drive technology, the Si829x cuts switching losses by up to 44% against voltage-mo