Semiconductor News & Analysis Feed
867 articles
2026-06-09
semiengineering.com
2026-06-09
Laura Peters
Majority of AI initiatives failing; synthetic data gaining traction due to limited real...
2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks driven primarily by a broad rebound in semiconductor stocks after a sharp late-week selloff, with Qualcomm participating in the risk-on rotation. Investors also appear to be looking ahead to Qualcomm’s June 24, 2026 Investor Day and its expanding data-center
2026-06-09
tomshardware.com
2026-06-09
Luke James
About two-thirds of the 809 data centers planned across the U.S. are slated for land that has been in drought over the past year.
2026-06-09
tomshardware.com
2026-06-09
Mark Tyson
Texas farmland originally donated in 1999 to be used only as a public park has been sold to a data center developer for $10 million.
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Helena Cheng
2H
Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out
NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers.
The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H
2026-06-08
www.datacenterdynamics.com
2026-06-08
Data Center Dynamics
South Korean cloud provider Naver is to expand its fleet of Nvidia GPUs.
As part of a series of announcements centered on South Korea, Nvidia this week announced that Naver will be expanding its sovereign AI infrastructure, starting at 55MW, with plans to move to a gigawatt scale.
– Naver
The Korean cloud firm will be using Nvidia’s DSX platform to rapidly design, build, and scale full-stack AI
2026-06-08
news.google.com
2026-06-08
Data Centre Magazine
2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
PRODUCTS & TOOLS
nvidia
gpus
supply chain
Nvidia GPU Demand Remains Strong as Blackwell Tightens
1 sources
|
June 8, 2026
7.2
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
Per Wedbush, Nvidia demand for `Grace Blackwell` GPUs is straining supply as memory tightens. `Grace Blackwell` GPUs have become more difficult to acquire, per Wedbush.
Scoring Rationale
High-demand Nvid
2026-06-08
www.datacenterdynamics.com
2026-06-08
Data Center Dynamics
South Korean conglomerate LG is set to deploy Nvidia-based GPU hardware to support its AI efforts.
LG's in-development Paju facility
– LG Uplus
As part of a series of announcements around South Korea this week, Nvidia said it was partnering with LG Group to build an AI factory to “accelerate LG Group’s next wave of AI-driven businesses,” spanning robotics, autonomous driving, data center technol
2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
INFRASTRUCTURE
samsung
nvidia
hbm
Samsung, Nvidia Discuss Next-Generation HBM Cooperation
1 sources
|
June 8, 2026
6.9
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
Build and run apps in over 115 regions with MongoDB Atlas, the database for every enterprise.
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The head of Samsung Electronics' memory business met Monday with Nvidia CEO Jensen Huang to discuss
2026-06-08
www.arcweb.com
2026-06-08
ARC Advisory
JUNE 8, 2026
BYDAVID HUMPHREY
CATEGORY:
ACQUISITION OR PARTNERSHIP
Siemens AG and Infineon Technologies AG are partnering to advance electrical protection and ensure reliable operations in data centers, production facilities, and battery storage systems. As part of the collaboration, Infineon will supply silicon carbide (SiC) power modules to Siemens for use in its SENTRON 3QD2 semiconductor circ
2026-06-08
press.siemens.com
2026-06-08
Siemens press
Press Release
08 June 2026
Siemens AG
Zug
Siemens and Infineon leverage silicon carbide technology to advance electrical protection in data centers and factories
Infineon and Siemens collaborate to drive semiconductor circuit breaker technology for data centers, production facilities and battery storage systems
Semiconductor circuit breakers are fast-acting, semiconductor-based electronic devices
2026-06-08
www.digitimes.com
2026-06-08
digitimes
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
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2026-06-08
eetimes.com
2026-06-08
AI transforms intra-data center networking, accelerating optical innovation while extending decades-long evolution in high-performance connectivity.
2026-06-08
news.google.com
2026-06-08
Stock Titan
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Follow-up talks come as Nvidia broadens partnerships with Korean companies beyond semiconductors
LG Group Chairman Koo Kwang-mo (left) and Nvidia CEO Jensen Huang shake hands during their meeting at LG Twin Towers on Monday. (LG Group)
LG Group Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang met Monday at LG Twin Towers in Yeouido, western Seoul, to discuss collaborations spanning robotics, AI
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-08
www.investing.com
2026-06-08
Investing.com
www.investing.com
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2026-06-08
www.reuters.com
2026-06-08
Reuters
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2026-06-08
www.tradingview.com
2026-06-08
TradingView
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