Semiconductor News & Analysis Feed
880 articles
2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
high bandwidth memory
semiconductor investment
south korea
samsung
Samsung and SK Hynix Commit Trillions to AI Chip Capacity
7 sources
|
July 1, 2026
|
By LDS Team
8.1
Relevance Score
Photo: japantimes.co.jp · rights & takedowns
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Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in combined investment tied to South Korea's national semic
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes
Luke Juricic
June 30, 2026 4 min read
2330.TW
0.00%
NVDA
+0.71%
TSM
-4.25%
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Trading disclosure
Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) is accelerating development of a next-generation AI chip packaging technology called CoPoS that shifts production from round 12-inch wafe
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds
Nauman Khan
June 30, 2026 1 min read
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
MRVL
-7.45%
AVGO
-0.83%
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Trading disclosure
This article first appeared on GuruFocus.
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall Street
Artificial intelligence traded higher Tuesday, helping pu
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
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Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
techcrunch.com
2026-07-01
TechCrunch
Nvidia AI chip competitor Etched issued a progress report on Tuesday, after TSMC successfully manufactured its chip earlier this year. The startup says it has already booked $1 billion in contract orders for its product: full systems powered by those chips.
Etched is currently in the process of testing that first product with customers. It calls these systems “frontier inference clusters,” bundle
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
+0.71%
AVGO
-0.83%
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Trading disclosure
Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Qualcomm's (
QCOM
1.88%
) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence of Qualcomm's late entry into the artificial intelligence (AI) chip race.
But Qualcomm just shared some news that changes the entire investment thesis for the company, turning it into one of
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
-1.88%
NVDA
+0.71%
AVGO
-0.83%
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Trading disclosure
Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.bloomberg.com
2026-06-30
Bloomberg
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2026-06-30
qz.com
2026-06-30
qz.com
Taiwan's Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday as part of an expanded investigation into the alleged smuggling of Nvidia $NVDA +1.25% AI chips to China, with the number of people under investigation growing from three to nine.
Huang Sheng, the Keelung head prosecutor, told AFP that Monday's operation spanned 12 locations —
2026-06-30
voi.id
2026-06-30
VOI.id
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2026-06-30
www.thelec.net
2026-06-30
thelec.net
Applied Materials’ enhanced Centura Prime Epi system (Photo=Applied Materials)
Applied Materials has introduced six new semiconductor manufacturing systems for DRAM and advanced packaging, expanding its portfolio of 3D semiconductor equipment aimed at improving the performance and power efficiency of next-generation memory used in artificial intelligence (AI) processors.
The company unveiled
2026-06-30
kalkinemedia.com
2026-06-30
Kalkine Media
Broadcom Inc (NASDAQ:AVGO) Leads AI Chip Market Focus
NASDAQ COMPOSITE
AVGO
3 min read | June 29, 2026 11:06 PM PDT | By Anmol Khazanchi
Google News:
Image source: Shutterstock
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digitimes.com
2026-06-30
TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to use a new "round-to-square" architecture to break through cost and capacity bottlenecks in large AI chip packaging and build its next competitive moat.