Semiconductor News & Analysis Feed
301 articles
2026-07-03
eetimes.com
2026-07-03
Pablo Valerio
SK hynix is set to invest $713 billion to expand its semiconductor manufacturing capacity in South Korea and is plans a Nasdaq listing.
2026-07-03
digitimes.com
2026-07-03
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
2026-07-03
digitimes.com
2026-07-03
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.
2026-07-03
www.techpowerup.com
2026-07-03
TechPowerUp
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2026-07-03
www.taipeitimes.com
2026-07-03
Taipei Times
The US is unlikely to match Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) production capacity in Taiwan despite the chipmaker’s expansion in Arizona, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said yesterday.
TSMC has already announced plans for a total of 16 fabrication plants and advanced chip-on-wafer-on-substrate packaging facilities in Taiwan, Kung said before a ministry meeting
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
focustaiwan.tw
2026-07-02
Focus Taiwan
Taipei, July 2 (CNA) The United States is unlikely to match Taiwan Semiconductor Manufacturing Co.'s (TSMC) production capacity in Taiwan despite the chipmaker's expansion in Arizona, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said Thursday.
Speaking before a ministry meeting Thursday afternoon, Kung said TSMC has already announced plans for a total of 16 fabrication plants and advanced Co
2026-07-02
digitimes.com
2026-07-02
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight mature-node capacity force suppliers to defend margins after years of low-end price wars.
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Mobile system-on-chip (SoC) vendors are collectively upgrading flagship platforms to 2nm in 2026. Beyond the need for better specifications, the bigger goal is to avoid the most heavily booked 3nm process and secure more supply.
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Why NN (NNBR) Is Up 24.7% After Pre-Selling New NVIDIA Liquid Cooling Capacity Expansion
Sasha Jovanovic
Wed, July 1, 2026 at 2:16 AM PDT 3 min read
NVDA
+0.71%
NNBR
-5.68%
Trade NVIDIA on Coinbase
Trading disclosure
In late June 2026, NN, Inc. announced a major expansion of its liquid cooling production for NVIDIA AI data center racks, adding 47 new machine centers in its Wuxi, China plant with
2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] Intel Reportedly Breaks Ground on Santa Clara Expansion for Next-Gen EUV Mask Capacity
2026-07-01 Semiconductors editor
News
Please note that this article cites information from Wccftech, Tom’s Hardware, San Francisco Business Times and CNBC.
As interest in Intel’s foundry services continues to grow among a broader range of tech giants like Apple and NVIDIA, the chipmaker is accel
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
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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
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
digitimes.com
2026-07-01
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
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2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) On Capacity Expansion Narrative And Whether The Stock Looks Fully Valued
July 01, 2026
Simply Wall St
Texas Instruments (TXN) is back in focus for investors after recent share price moves, with the stock near US$285 and longer term returns outpacing shorter term performance. This is prompting fresh questions about what is already p
2026-07-01
www.pcmag.com
2026-07-01
PCMag
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-07-01
www.pcmag.com
2026-07-01
PCMag Australia
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-06-30
www.digitimes.com
2026-06-30
digitimes
SK Hynix Cheongju Campus P&T7 (Artist’s rendering). Credit: SK Hynix
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to...
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