Semiconductor News & Analysis Feed
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
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2026-07-02
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Everyone's talking about AI chips. But what makes those chips powerful in the first place?
‘Without advanced packaging, there is no AI,’ says Audrey Charles, SVP, Advanced Packaging & President, Lam Capital.
In this episode of Voices From The Valley, Audrey expla
2026-07-02
srnnews.com
2026-07-02
SRN News
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes of mobile phones
2026-07-02
www.just-auto.com
2026-07-02
Just Auto
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2026-07-02
www.iraqinews.com
2026-07-02
IraqiNews
Germany’s Infineon opens major chip plant as EU seeks tech autonomy
TECH AFP July 2, 2026 818 2 min
An employee holds a 300mm wafer at the new Smart Power Fab of German semiconductor manufacturer Infineon Technologies AG in Dresden ElectronicComponents
Berlin – German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, at a time Europe seeks to bolst
2026-07-02
www.thelec.net
2026-07-02
thelec.net
Groundbreaking ceremony for the AMB ceramic substrate plant of Donghan Semiconductor Guangdong Co., Ltd., STI's Chinese subsidiary, held on June 25 in Baiyun District, Guangzhou, China. (Photo: Baiyun District, Guangzhou)
STI has begun construction of its power semiconductor materials production base in Guangzhou, China, about four months after signing an investment agreement with the city's Baiy
2026-07-02
www.933thedrive.com
2026-07-02
93.3 The Drive
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
today.rtl.lu
2026-07-02
RTL Today
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2026-07-02
France 24
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:KLAC
KLA (KLAC) Could Benefit From Samsung And SK Hynix's $1.3 Trillion Chip Bet
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Samsung and SK Hynix announced a planned $1.3 trillion multiyear semiconductor investment in South Korea.
The spending is aimed at advanced chip fabrication and packaging facilities tied to AI and high perfo
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
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2026-07-02
The Star
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2026-07-02
www.channelnewsasia.com
2026-07-02
CNA
Business
UK's Currys warns memory chip shortage will push up prices
FILE PHOTO: People walk past a Currys store in London, Britain, January 6, 2026. REUTERS/Corey Rudy/File Photo
02 Jul 2026 05:31PM
(Updated: 02 Jul 2026 05:35PM)
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2026-07-02
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2026-07-02
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.scmp.com
2026-07-02
South China Morning Post
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Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race
CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says
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Howard Liuin Beijing
Published: 4:46pm, 2 Jul 2026
As China’s leading DRAM maker ChangXin Me
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
A semiconductor research facility at Seoul National Unviersity's Gwanak Campus (Seoul National University)
Samsung Electronics and SK hynix are discussing plans with Seoul National University to launch company-sponsored semiconductor programs at regional universities, as the government pushes for a semiconductor megaproject in South Korea’s southwest, local media reported Thursday.
The plan cent
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Auto/NYSE:GM
Micron–GM Chip Supply Pact For Software-Defined Vehicles Might Change The Case For Investing In GM (GM)
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 1 July 2026, Micron Technology announced it had entered a long-term Strategic Customer Agreement with General Motors to secure U.S.-based supply of key automotive memory and storage components,
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Investigators allege that four individuals deliberately concealed the actual end-user of servers thought to contain advanced Nvidia AI chips.
Singaporean authorities said yesterday that they have seized a luxury bungalow and charged four people with money laundering as part of an investigation linked to the alleged movement of Nvidia chips subject to U.S. export controls.
In a statement, the Sin