Semiconductor News & Analysis Feed
6691 articles
2026-06-06
aimagazine.com
2026-06-06
AI Magazine
NVIDIA’s Jensen Huang used his Computex keynote to push back on fears that AI will make software businesses obsolete. He argues this is an “incredible time” to build software that AI agents can use.
He says: “A lot of people have said: ‘Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business.’ I said it is exactly the opposite.
“This i
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.tikr.com
2026-06-06
TIKR.com
Key Fundamental Metrics for CDNS Stock
52-Week Range: $262.75 to $416.69
Current Stock Price: $376.19
Street Consensus Target Price: ~$384
Q1 2026 Revenue: $1.474B (+20% YoY)
Q1 2026 Non-GAAP Operating Margin: 44.7%
Q1 2026 Non-GAAP EPS: $1.96 (+25% YoY)
Record Backlog: $8.0B
FY2026 Revenue Guidance: ~17% YoY growth
Mid-Case 10-Year Forward Stock Price Target: ~$848
Now Live: Discover how much up
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.ad-hoc-news.de
2026-06-06
AD HOC NEWS
Infineons, Correction
Infineon's 13% Correction Puts 58 Euro Floor in Spotlight as AI Trade Fair Looms
06.06.2026 - 07:35:41 | boerse-global.de
Infineon's 13% sell-off after 95% YTD rally tests uptrend; 50-day MA at €58 holds. PCIM Europe fair to validate AI product story. RSI at 55.1 signals normalisation, not panic.
Infineons - Infineon's 13% Correction Puts 58 Euro Floor in Spotlight as AI Tr
2026-06-06
simplywall.st
2026-06-06
simplywall.st
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2026-06-06
www.digitimes.com
2026-06-06
digitimes
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics...
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2026-06-06
www.digitimes.com
2026-06-06
digitimes
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
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2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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2026-06-06
www.tweaktown.com
2026-06-06
TweakTown
SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight
Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 5, 2026 7:00 PM CDT
2-minute read time
TL;DR: SK Group plans to double wafer production within five year
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
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
2026-06-06
digitimes.com
2026-06-06
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.
2026-06-06
simplywall.st
2026-06-06
simplywall.st
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2026-06-06
eetimes.com
2026-06-06
Jensen Huang and AI frenzy steal the show at Computex 2026—dive in to see how Taiwan leads the electronics.
2026-06-06
www.semiconductors.org
2026-06-06
Semiconductor Industry Association | SIA
Worldwide chip sales in April up 93.9% year-to-year; annual semiconductor sales projected to top $1.5 trillion globally in 2026
WASHINGTON—June 5, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $110.5 billion during the month of April 2026, an increase of 11% compared to the March 2026 total of $99.5 billion and 93.9% more than the April 2025 tot
2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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2026-06-06
news.google.com
2026-06-06
MarketWatch
2026-06-06
www.techtimes.com
2026-06-06
Tech Times
By Richard L. Wells
Published: Jun 05 2026, 16:21 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GE