Semiconductor News & Analysis Feed
9505 articles
2026-06-30
digitimes.com
2026-06-30
Samsung said on June 29 it will invest a combined KRW2,655 trillion (approx. US$1.72 trillion as of June 30, 2026) across its domestic operations, splitting the figure between continued buildout of its existing Pyeongtaek and Yongin semiconductor clusters and a fresh push into Korea's southwestern Honam region, where the bulk of the new money is aimed at memory capacity.
2026-06-30
digitimes.com
2026-06-30
Asia Neo Tech has announced a 15-year technology licensing agreement with US-based Brooks Automation to cooperate on FOUP (front-opening unified pod) cleaning equipment and expand its reach into global markets. The two companies held a signing ceremony on June 30, 2026.
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
2026-06-30
digitimes.com
2026-06-30
Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.
2026-06-30
digitimes.com
2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
digitimes.com
2026-06-30
Protecting patents around the world is a core value for any R&D-driven company. It is also a commitment to partnering with customers. In 2025, glass giant Corning filed nearly 400 patent applications and close to 1,000 international applications. Its active patent portfolio now totals around 11,400 patents worldwide.
2026-06-30
digitimes.com
2026-06-30
Ability Opto-Electronics Technology, an optics maker, said on June 29 that its V-groove and mechanical transfer (MT) products for co-packaged optics (CPO) are likely to become its second-largest product line after notebook camera modules, as the company pushes to expand into new growth drivers. Chairman Weiya Gao said the expected 10% to 20% cut in 2026 shipments by notebook brands would have a re
2026-06-30
news.google.com
2026-06-30
아시아경제
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
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2026-06-30
Investing.com
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2026-06-30
siliconangle.com
2026-06-30
SiliconANGLE
The South Korean government today announced a 900 trillion won, or $584 billion, initiative to grow the country’s chip manufacturing capacity.
Officials also plan to build about $357 billion worth of artificial intelligence data centers.
The chip manufacturing initiative will be led by Samsung Electronics Co. and SK hynix Inc., which intend to open two new fabs apiece. Most of South Korea’s sem
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Investors initially cheered the report, but the enthusiasm faded.
The fantastic results might be unsustainable, but investors can celebrate while it lasts.
*Stock prices used were the afternoon prices of June 25, 2026. The video was published on June 27, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and the Mi
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
tomshardware.com
2026-06-30
Zhiye Liu
Newegg has started selling G.Skill’s Trident Z5 NeoX memory kits featuring AMD ULL technology, and the prices are already high.
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials Just Ripped 55% in a Month. Is It Time to Sell?
David Moadel
June 29, 2026 4 min read
AMAT
-1.70%
NVDA
+0.37%
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Trading disclosure
Quick Read
Applied Materials (AMAT) stock surged 173% year-to-date as KeyBanc raised its price target $200 to $750, citing a durable multi-year AI semiconductor equipment cycle.
CEO Gary Dickerson sold 103,000 AMAT shares in