Semiconductor News & Analysis Feed
10667 articles
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cane Capital Partners LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Cane Capital Partners LLC cut its TSM stake by 32.7% in the first quarter, selling 4,368 shares and leaving it with 8,989 shares worth about $3.04 million.
Analyst sentiment remains broadly positive: Bank of America lifted its
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Every new generation of microchips uses more energy, water, and toxic chemicals than the last – with Taiwan and South Korea bearing over 90 percent of the burden.
In late May, during Nvidia’s CEO Jensen Huang’s visit to Taiwan, local activists from the environmental group Greenpeace intercepted him to deliver a five-layer model cake reading: “AI Needs Renewable Energy.” The unexpected stunt was a
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
Fatima Gulzar
Wed, July 1, 2026 at 11:38 PM PDT 2 min read
ON
+1.39%
SYNA
+2.27%
Explore stocks on Coinbase
Trading disclosure
ON Semiconductor Corporation (NASDAQ:ON) is among the Most Promising Stocks.
On June 29, Cantor Fitzgerald raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $110 from $100. T
2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
www.bbc.com
2026-07-02
BBC
Singapore seizes $42m mansion over Nvidia chip smuggling
6 days ago
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Osmond Chia
Business reporter
Screenshot from Google Maps
The house is located in an upmarket area of Singapore
Police in Singapore have seized a multi-million dollar luxury home that was allegedly bought using proceeds from smuggling Nvidia artificial intelligence (AI) chips.
The property l
2026-07-02
www.inkworldmagazine.com
2026-07-02
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2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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2026-07-02
letsdatascience.com
2026-07-02
Let's Data Science
INDUSTRY APPLICATIONS
kaist
ai agents
hbm
design automation
KAIST Showcases AI Agents for HBM Design Automation
1 sources
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July 2, 2026
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By LDS Team
5.3
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
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KAIST's TERALab, led by electrical engineering professor Kim Joung-ho, will host a public workshop on July 3, 2026 showcasing AI agents that automate high-b
2026-07-02
www.koreajoongangdaily.com
2026-07-02
Korea JoongAng Daily
Samsung, SK hynix and Celltrion to invest a combined 392 trillion won in Chungcheong region
The massive commitment, announced Thursday, centers on advanced industries including memory, display, substrates, batteries and biotech.
News Team
PUBLISHED July 2, 2026 - 2:09 p.m. MODIFIED July 2, 2026 - 4:20 p.m.
From left: Samsung Electronics Executive Chairman Lee Jae-yong, President Lee Jae Myung, C
2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
Kim Joung-ho, third from left, an electrical engineering professor at the Korea Advanced Institute of Science and Technology (KAIST), lectures students at the university’s campus in Daejeon. Courtesy of KAIST
The Korea Advanced Institute of Science and Technology (KAIST) will showcase on Friday artificial intelligence (AI) agents capable of automating high-bandwidth memory (HBM) design, offering
2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
tspasemiconductor.substack.com
2026-07-02
semivision
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Korea’
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
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2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
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2026-07-02
www.chosun.com
2026-07-02
조선일보
By Lee Hai-woon
Published 2026.07.02. 09:08
Updated 2026.07.02. 18:09
Mark Zuckerberg, Meta CEO, and the Meta logo. /Yonhap
On July 1, news that Meta, the parent company of Facebook and Instagram, is entering the AI (artificial intelligence) cloud infrastructure business shook global stock markets. While Meta’s stock surged 9% as the move was seen as a positive development for discovering new re
2026-07-02
biz.chosun.com
2026-07-02
Chosunbiz
By
Jeong Du-yong
Published 2026.07.02. 11:39
Kwak Noh-jung, CEO (President) of SK hynix, announces an investment plan at the National Briefing on the Development Vision for Advanced Industries in the Chungcheong Region, presided over by President Lee Jae-myung, in Asan, South Chungcheong Province, on the 2nd./Courtesy of Yonhap News
SK hynix will invest 100 trillion won in the Chungcheong region