Semiconductor News & Analysis Feed
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
www.chosun.com
2026-06-29
조선일보
By Pyo Tae-jun,
Han Ye-na
Published 2026.06.29. 14:55
Updated 2026.06.30. 14:15
Samsung Electronics Chairman Lee Jae-yong presents an investment plan at the Korea's Great Leap Forward 3 Mega Projects National Report Conference held at Cheong Wa Dae state guest house on the 29th. /News1
Lee Jae-yong, chairman of Samsung Electronics, stated, “We are planning Gwangju as a candidate site for the ne
2026-06-29
www.france24.com
2026-06-29
France 24
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Apollon Wealth Management LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Apollon Wealth Management increased its stake in Taiwan Semiconductor Manufacturing by 5.0% in the first quarter, adding 1,764 shares to bring its total to 36,942 shares valued at about $12.5 million.
Several ot
2026-06-29
www.benzinga.com
2026-06-29
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2026-06-29
www.eenewseurope.com
2026-06-29
eeNews Europe
The European Commission has approved €76 million in German State aid for QuantumDiamonds GmbH to build what is expected to be the EU’s first production facility for quantum sensor-based semiconductor testing equipment in Munich. The project is designed to strengthen Europe’s semiconductor supply chain and support the goals of both the European Chips Act and the proposed Chips Act 2.0.
2026-06-29
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2026-06-29
daily-sun.com
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2026-06-29
www.koreaherald.com
2026-06-29
The Korea Herald
Four new southwest memory fabs, HBM packaging hubs aim to double Korea's DRAM capacity, cement AI-era leadership
From left: SK Group Chairman Chey Tae-won, President Lee Jae Myung and Samsung Electronics Chairman Lee Jae-yong hold hands after announcing corporate investment plans at Cheong Wa Dae in Seoul on Monday. (Yonhap)
South Korea is betting nearly 900 trillion won ($583 billion) that the
2026-06-29
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2026-06-29
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Reuters
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Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
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India's June fuel consumption slips 3.7% from previous month
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HSBC
2026-06-29
www.coindesk.com
2026-06-29
CoinDesk
South Korea's two largest chipmakers are committing about $518 billion to new factories to meet demand for artificial-intelligence chips in a further sign of just how much capital AI is drawing in from everywhere else, crypto included.
Samsung Electronics and SK Hynix plan to invest roughly 800 trillion won, about $518 billion, to build four new chip fabrication plants in South Korea's southwest,
2026-06-29
www.scmp.com
2026-06-29
South China Morning Post
South Korea
AsiaEast Asia
South Korea unveils US$576 billion megaprojects to dominate global AI, chip market
This move is Lee’s boldest yet to align the nation’s tech ambitions with his pledge to narrow regional disparities and revive economies
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Reuters
Published: 2:09pm, 29 Jun 2026Updated: 2:51pm, 29 Jun 2026
South Korea rolled out sweeping ch
2026-06-29
srnnews.com
2026-06-29
SRN News
HONG KONG (AP) — In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market.
Jensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the “zhajiangmian” noodles while visiting Bei
2026-06-29
www.electronicsweekly.com
2026-06-29
Electronics Weekly
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2026-06-29
michaelparekh.substack.com
2026-06-29
AI: Reset to Zero
AI: Yet another AI Chip Bottleneck in Asia. AI-RTZ #1132
...Chips on Wafer on Substrate (CoWoS) packaging tech as critical as AI GPUs & memory.
MICHAEL PAREKH
JUN 29, 2026
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If it was just like packaging Lay’s potato chips.
Regulars here at AI-RTZ and ARD podcast know of the long litany of AI bottlenecks this AI Tech Wave through the end of this decade at least. To the AI GPUs, AI memory,
2026-06-29
www.whalesbook.com
2026-06-29
Whalesbook
Apple and Microsoft have increased prices on key electronics due to a persistent global memory chip shortage. Driven by surging demand for artificial intelligence, the supply crunch is expected to last until 2028, despite massive capital spending by major chip manufacturers. For investors, this indicates ongoing pressure on product margins and supply chains in the global tech hardware sector.
Wha
2026-06-29
www.houstonchronicle.com
2026-06-29
Houston Chronicle
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2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Infineon Named Company to Beat in AI Data Center Power
By TimesTech -
June 29, 2026
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In a recent report AI Vendor Race Infineon Is the Company to Beat in AI Data Center Power Semiconductors, Gartner examined the fast-evolving market for AI data center power semiconductors and identified Infineon Technologies AG as “the company to beat” in this space. The report cites Infineon
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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Reference #18.d3432417.1783396723.104b42ee
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