Semiconductor News & Analysis Feed
7025 articles
2026-06-22
digitimes.com
2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
finimize.com
2026-06-22
Finimize
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2026-06-22
www.digitimes.com
2026-06-22
digitimes
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals...
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2026-06-22
news.google.com
2026-06-22
Harnesslink
2026-06-22
www.foreignpolicyjournal.com
2026-06-22
foreignpolicyjournal.com
Nvidia has committed a direct $2 billion investment into Nebius Group (NASDAQ: NBIS), backing the company’s ambitions to scale AI data center infrastructure across its global neocloud network.
The capital injection positions Nebius as a significant player in high-performance AI computing, with the company planning to deploy Nvidia hardware and software throughout its expanding data center footpri
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Shanghai Iluvatar CoreX Semiconductor (SEHK:9903) Stock Looks Fully Valued After A 42% Monthly Jump
Shanghai Iluvatar CoreX Semiconductor (SEHK:9903) Stock Looks Fully Valued After A 42% Monthly Jump · Simply Wall St.
Simply Wall St
Sun, June 21, 2026 at 3:06 PM PDT 3 min read
9903.HK
+1.24%
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 mill
2026-06-22
wccftech.com
2026-06-22
Wccftech
The Linux 7.2 Kernel Patches have seen the addition of a next-gen NVIDIA GPU architecture, cleverly listed as "Blackwell-Next".
NVIDIA's GPU architectures are not a mystery since the company has been outlining them in roadmaps for years now. We knew that Rubin was going to replace Blackwell years before its launch, and now we know that Feynman will replace Rubin. NVIDIA has only started volume pr
2026-06-22
www.chosun.com
2026-06-22
조선일보
By Lee Hai-woon
Published 2026.06.22. 05:30
Updated 2026.06.22. 11:25
“If a super buyer like Apple has to purchase memory at high prices, who could be stronger than that? It’s Samsung Electronics, SK Hynix, and Micron, the companies selling memory.”
On June 22, the YouTube channel ‘Chosun Money,’ produced by the Chosun Ilbo’s economic department, featured ‘Wall Tech Man,’ a U.S. enterprise anal
2026-06-22
news.google.com
2026-06-22
Barron's
2026-06-22
www.aol.com
2026-06-22
AOL.com
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
LEO SUN, THE MOTLEY FOOL
Mon, June 22, 2026 at 12:49 AM GMT+8
0
Key Points
Nvidia's CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia (NASDAQ: NVDA
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia’s CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia(NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology(NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-dollar
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
Leo Sun, The Motley Fool
Sun, June 21, 2026 at 9:49 AM PDT 3 min read
MRVL
-0.88%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
In early June, Nvidia (NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology (NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-d
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
__fail__
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
SpaceX and Nvidia Each Forecast $1 Trillion in Revenue. Which Stock is the Better Buy?
Adria Cimino, The Motley Fool
Sun, June 21, 2026 at 9:25 AM PDT 4 min read
SPCX
-16.43%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial i
2026-06-22
news.google.com
2026-06-22
The Motley Fool
2026-06-21
wccftech.com
2026-06-21
Wccftech
Samsung has proven that it can develop cutting-edge lithography, with its upcoming Exynos 2700 serving as an excellent example, as the company has been reported to be progressing well with its next flagship SoC. However, as far as its 2nm GAA process goes, a rumor states that when comparing Power, Performance, and Area (PPA) metrics, TSMC’s 2nm N2P is ahead in the race. This may explain why, along