Semiconductor News & Analysis Feed
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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
www.thestar.com.my
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
Semiconductors
TechBig Tech
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
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
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.tradingview.com
2026-07-02
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UK's Currys warns memory chip shortage will push up prices
UK's Currys warns memory chip shortage will push up prices
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2026-07-02
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2026-07-02
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UK's Currys says memory chip shortage will mean price rises
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2026-07-02
www.reuters.com
2026-07-02
Reuters
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2026-07-02
www.bbc.com
2026-07-02
BBC
Singapore seizes $42m mansion over Nvidia chip smuggling
6 days ago
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Osmond Chia
Business reporter
Screenshot from Google Maps
The house is located in an upmarket area of Singapore
Police in Singapore have seized a multi-million dollar luxury home that was allegedly bought using proceeds from smuggling Nvidia artificial intelligence (AI) chips.
The property l
2026-07-02
www.electronicsweekly.com
2026-07-02
Electronics Weekly
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2026-07-02
www.techbuzz.ai
2026-07-02
The Tech Buzz
The semiconductor selloff that hammered Wall Street just went global. Samsung Electronics and SK Hynix shares crashed more than 7% in early Thursday trading as Korea's KOSPI joined the chip rout, sending shockwaves through the AI infrastructure supply chain. The plunge marks a dramatic reversal for the two memory giants that have been riding the AI boom, raising fresh questions about whether the m
2026-07-02
tspasemiconductor.substack.com
2026-07-02
semivision
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Korea’
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
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2026-07-02
www.digitimes.com
2026-07-02
digitimes
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
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