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2026-06-29
seekingalpha.com
2026-06-29
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aibusiness.com
2026-06-29
AI Business
The move comes as part of the government’s series of megaprojects designed to secure the country’s position in the global AI landscape.
South Korea unveiled an ambitious AI infrastructure initiative, with plans to invest more than 800 trillion won ($576 billion) in semiconductor manufacturing and AI to cement the country's position in the global AI race.
The program was unveiled by President Lee
2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
Yahoo Finance
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis
Luke Juricic
June 29, 2026 3 min read
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2026-06-29
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2026-06-29
Yahoo Finance UK
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
29 June 2026
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Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines the details.
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2026-06-29
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2026-06-29
Yahoo Finance
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
June 29, 2026
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Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines
2026-06-29
www.digitaltoday.co.kr
2026-06-29
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Industry
China tungsten curbs disrupt WF6 supplies, raising risks for HBM and AI chip output
AI Summary
The push to expand AI semiconductor output is straining supply chains for specialty electronic gases, an analysis said. China’s controls on high-purity tungsten exports have led to disruptions in Japan’s supply of tungsten hexafluoride (WF6), raising new supply-chain risks for high-bandwidth me
2026-06-29
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2026-06-29
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2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk.
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2026-06-29
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2026-06-29
Yahoo Finance
Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
Alex Sirois
June 29, 2026 3 min read
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Micron's 84.9% gross margin towers over Apple's 46.9%, exposing which side of the supply chain holds AI-era pricing power.
Sanjay Mehrotra locked in 16 customer agreements worth ~$100 billion
2026-06-29
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2026-06-29
The Futurum Group
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2026-06-29
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2026-06-29
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NN Shares Soar After Winning New NVIDIA AI Data Centre Contracts (NNBR)
Fiona Craig
June 29, 2026 2 min read
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NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for
2026-06-29
tomshardware.com
2026-06-29
Kunal Khullar
Steamroller is the first commercially available prebuilt gaming PC running SteamOS, pairing standard desktop components with future upgradeability.
2026-06-29
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2026-06-29
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2026-06-29
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Tech Industry
Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production
News
By Luke James
Published June 29, 2026
A California class action accuses the three memory makers of choking DDR3 and DDR4 supply.
(Image credit: Getty / Bloomberg)
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2026-06-29
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2026-06-29
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
June 29, 2026 5 min read
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2026-06-29
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2026-06-29
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2026-06-29
Yahoo Finance
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
Trefis Team
June 29, 2026 5 min read
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Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn't.
The AI infrastru
2026-06-29
www.trefis.com
2026-06-29
Trefis
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
June 29th, 2026 · by Trefis Team
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Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn’t.
The AI infrastructure buildout has been one of the most aggressive capital deployment cycles in tech histo