Semiconductor News & Analysis Feed
286 articles
2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
2026-07-03
www.digitimes.com
2026-07-03
digitimes
2026-07-03
digitimes.com
2026-07-03
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
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By Anton Shilov
Published July 3, 2026
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(Image credit: SK hynix)
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2026-07-02
sg.finance.yahoo.com
2026-07-02
Yahoo Finance Singapore
How Taiwan Semiconductor's Global N3 Expansion Plan Is Taking Shape
Moumi Mondal
Thu, 2 July 2026 at 6:52 am GMT-7 3 min read
2330.TW
+1.02%
TSM
+0.65%
Taiwan Semiconductor Manufacturing Company TSM is accelerating capital spending to expand global capacity for 3-nanometer FinFET (N3) technologies in response to strong demand for artificial intelligence (AI) applications. The move is expected to
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (TSM) Stock Could Be Undervalued After Arizona Expansion
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan Semiconductor Manufacturing stock has delivered a very large 354.7% return over the past 3 years, and the latest valuation checks now point to a company that screens as undervalued on earn
2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.
2026-07-02
wccftech.com
2026-07-02
Wccftech
Samsung & SK Hynix have announced a multi-billion-dollar expansion plan for AI and chip manufacturing in Korea.
In a bid to aggressively compete with rivals such as TSMC and Intel, Korea's major semiconductor firms, Samsung Electronics and SK Hynix, have pledged 1,350 Trillion Won towards the expansion of semiconductor manufacturing, AI Data Centers, and memory production.
The expansion plan wil
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well. Of course, there seems to be no slowing the great AI data center buildout.
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The buildout could continue to accelerate, gobbling up all of the DRAM, NAND, GPUs, and server racks, even as sup
2026-07-01
www.hackster.io
2026-07-01
Hackster.io
onsemi Eyes $30 Billion Market Expansion via Synaptics Acquisition
onsemi is snapping up Synaptics for $7B to build a one-stop shop for edge and physical AI hardware.
Nick Bild
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7 days ago • AI & Machine Learning
onsemi is acquiring Synaptics to provide full-stack AI solutions (📷: onsemi)
Artificial intelligence is no longer confined to data centers and cloud servers. Increasingly, AI workl
2026-07-01
tomshardware.com
2026-07-01
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
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%
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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
finance.biggo.com
2026-07-01
BigGo Finance
The AI computing arms race is spreading from chip design into foundational manufacturing and interconnect architectures. South Korea's government and its two memory titans recently unveiled an unprecedented semiconductor investment plan, while parallel industry discussions about "optical HBM" breaking the memory wall are setting the stage for a shakeup in the global memory and AI hardware supply c
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
digitimes.com
2026-07-01
India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance Ministry's Expenditure Finance Committee (EFC), according to Indian media reports. The development could pave the way for a broader expansion of the country's semiconductor manufacturing ambitions.
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
2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
Robotics Expansion: Social media chatter highlights NVIDIA's recent hiring push in China for robotics roles tied to its GR00T and Cosmos platforms. Analysts note this move positions the company to deepen its lead in physical AI applications amid growing demand.
Valuation Focus: Discussions center on the stock trading near multi-year lows in forward earnings multiples while revenue growth remains
2026-06-30
www.trendforce.com
2026-06-30
TrendForce
[News] Samsung, SK hynix 800 Trillion Won Expansion Strains Chipmaking Tool Supply, Potentially Pressures TSMC, Intel
2026-06-30 Semiconductors editor
News
Please note that this article cites information from The Elec, Chosun Biz, and Economic Daily News.
The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping in
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
TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to use a new "round-to-square" architecture to break through cost and capacity bottlenecks in large AI chip packaging and build its next competitive moat.