Semiconductor News & Analysis Feed
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2026-06-29
eetimes.com
2026-06-29
With HotSat-2 in orbit and fresh funding, U.K. startup SatVu is demonstrating how high-resolution thermal satellite data can reveal real-world industrial activity.
2026-06-29
asia.nikkei.com
2026-06-29
Nikkei Asia
Country's president says move comes at 'decisive moment' as AI transforms the global economy
South Korean President Lee Jae Myung, center, Samsung Electronics Chairman Lee Jae-yong, right, and SK Group Chairman Chey Tae-won at the announcement of three mega projects at the Blue House presidential palace in Seoul on June 29. © Reuters
SEOUL -- President Lee Jae Myung on Monday announced an "unpre
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Apollon Wealth Management LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Apollon Wealth Management increased its stake in Taiwan Semiconductor Manufacturing by 5.0% in the first quarter, adding 1,764 shares to bring its total to 36,942 shares valued at about $12.5 million.
Several ot
2026-06-29
www.aa.com.tr
2026-06-29
Anadolu Ajansı
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2026-06-29
www.benzinga.com
2026-06-29
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2026-06-29
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2026-06-29
Investing.com
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2026-06-29
www.digitimes.com
2026-06-29
digitimes
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising...
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2026-06-29
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2026-06-29
digitimes
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2026-06-29
www.weex.com
2026-06-29
WEEX
SK Hynix stock has had one of the more eventful weeks in its recent history, and today the story got bigger.
Samsung announced a 648 trillion won investment plan, approximately $480 billion in Korean semiconductor infrastructure, adding fuel to an already accelerating narrative around Korea's position at the center of the global AI memory supply chain. Combined with the broader government-backed
2026-06-29
www.daily-sun.com
2026-06-29
daily-sun.com
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2026-06-29
www.koreaherald.com
2026-06-29
The Korea Herald
Four new southwest memory fabs, HBM packaging hubs aim to double Korea's DRAM capacity, cement AI-era leadership
From left: SK Group Chairman Chey Tae-won, President Lee Jae Myung and Samsung Electronics Chairman Lee Jae-yong hold hands after announcing corporate investment plans at Cheong Wa Dae in Seoul on Monday. (Yonhap)
South Korea is betting nearly 900 trillion won ($583 billion) that the
2026-06-29
www.tradingview.com
2026-06-29
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Reuters
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Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
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HSBC
2026-06-29
www.coindesk.com
2026-06-29
CoinDesk
South Korea's two largest chipmakers are committing about $518 billion to new factories to meet demand for artificial-intelligence chips in a further sign of just how much capital AI is drawing in from everywhere else, crypto included.
Samsung Electronics and SK Hynix plan to invest roughly 800 trillion won, about $518 billion, to build four new chip fabrication plants in South Korea's southwest,
2026-06-29
www.scmp.com
2026-06-29
South China Morning Post
South Korea
AsiaEast Asia
South Korea unveils US$576 billion megaprojects to dominate global AI, chip market
This move is Lee’s boldest yet to align the nation’s tech ambitions with his pledge to narrow regional disparities and revive economies
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Reuters
Published: 2:09pm, 29 Jun 2026Updated: 2:51pm, 29 Jun 2026
South Korea rolled out sweeping ch
2026-06-29
www.koreaherald.com
2026-06-29
The Korea Herald
Mirae Asset Financial Group headquarters in central Seoul (Mirae Asset Financial Group)
SK hynix's plan to begin trading American depositary receipts on the Nasdaq could lift its valuation to a new level, attracting an estimated 7 trillion won ($4.5 billion) in passive fund inflows, according to Mirae Asset Global Investments.
"While SK hynix has long traded at a valuation discount due to its li
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Lee Jong-hyun,
Song Bok-gyu
Published 2026.06.29. 14:53
Updated 2026.06.29. 16:12
Samsung Electronics Chairman Lee Jae-yong said on the 29th that Gwangju is being planned as a candidate site for a semiconductor production complex.
Lee Jae-yong, chairman of Samsung Electronics, announces an investment plan at the National Briefing on the Three Mega Projects for Korea's Great Leap held at the
2026-06-29
ca.news.yahoo.com
2026-06-29
Yahoo News Canada
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Reuters
Mon, June 29, 2026 at 1:52 p.m. GMT+8
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The SK Hynix logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo/File Photo/File Photo
S
2026-06-29
www.reuters.com
2026-06-29
Reuters
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Reuters
June 28, 2026
005930.KS
-7.09%
000660.KS
-6.66%
SEOUL, June 29 (Reuters) - Samsung Electronics and SK Hynix plan to each build two new massive chip fabrication sites in South Korea's southwest region as part of a national project to build chip production "ecosystem" valued at 800 t
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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