Semiconductor News & Analysis Feed

57 articles
2026-07-07
www.tikr.com 2026-07-07 TIKR.com
2026-07-06
news.google.com 2026-07-06 Yahoo Finance
2026-07-05
news.google.com 2026-07-05 Intellectia AI
2026-07-03
digitimes.com 2026-07-03
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
2026-06-29
www.barrons.com 2026-06-29 Barron's
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2026-06-28
digitimes.com 2026-06-28
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Businessreported.
2026-06-27
www.asiae.co.kr 2026-06-27 아시아경제
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2026-06-23
biz.chosun.com 2026-06-23 Chosunbiz
By  Choi Hyo-jung Published 2026.06.23. 14:41 HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry. Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina
2026-06-23
biz.chosun.com 2026-06-23 Chosunbiz
By  Choi Hyo-jung Published 2026.06.23. 14:41 HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry. Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina
2026-06-19
cryptobriefing.com 2026-06-19 Crypto Briefing
SK Hynix shares gain 7% as AI chip demand sends stock to record high The memory chip giant's rally helped push South Korea's KOSPI index past 8,000 points for the first time
2026-06-18
wccftech.com 2026-06-18 Wccftech
SK Hynix has commenced sampling of its next-gen HBM4E memory, offering up to 16 Gbps speeds and 48 GB capacities. The acceleration in AI has pushed DRAM manufacturers to dial up their development plans. As such, SK Hynix is racing its rival Samsung to deliver the first HBM4E memory solutions to partners who will be using it to power their next-generation datacenters. The HBM4E memory will play a
2026-06-17
www.communicationstoday.co.in 2026-06-17 Communications Today
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2026-06-15
cryptobriefing.com 2026-06-15 Crypto Briefing
Nvidia plans to raise at least $20B from bond sale as AI chip demand surges The GPU giant is reportedly tapping high-grade debt markets in what would be its largest bond offering ever
2026-06-14
www.quiverquant.com 2026-06-14 Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand. Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
pulse2.com 2026-06-14 Pulse 2.0
Applied Materials announced the expansion of its manufacturing and research and development operations in Singapore with a new $500 million (S$600 million) Tampines Campus designed to support the growing global demand for semiconductors driven by artificial intelligence. The new facility more than doubles the company’s advanced cleanroom capacity in Singapore and strengthens its global manufactur
2026-06-12
finance.yahoo.com 2026-06-12 Yahoo Finance
Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply Jeff Lewis Fri, June 12, 2026 at 8:37 AM PDT 2 min read TSM +0.57% NVDA -0.18% Explore stocks on Coinbase Trading disclosure Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 7 Best Compounder Stocks to Buy Now. On June 4, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) CEO C.C. Wei sai
2026-06-12
digitimes.com 2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
2026-06-11
digitimes.com 2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-10
www.techzine.eu 2026-06-10 Techzine Global
3 MIN INFRASTRUCTURE TSMC sales jump 30 percent as AI chip demand stays strong ERIK VAN KLINKEN Jun 10, 2026, 8:34 PM GMT+8 TSMC posted a 30 percent rise in May revenue to NT$416.98 billion (roughly 11 billion euros), driven by sustained AI chip demand. Combined April and May sales are up around 24 percent year-on-year. CEO CC Wei told shareholders this month that chip supply will fall short of d
2026-06-10
www.bloomberg.com 2026-06-10 Bloomberg.com
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