Semiconductor News & Analysis Feed
6410 articles
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
cryptobriefing.com
2026-06-29
Crypto Briefing
South Korea plans up to $1.3 trillion in tech investments led by Samsung and SK Hynix
The semiconductor superpowers are betting big on AI-driven chip demand with a decade-long spending spree that coul
2026-06-29
www.electronicsweekly.com
2026-06-29
Electronics Weekly
__fail__
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung and SK Hynix Fall Despite Separate $1.3 Trillion Chip Plans
Darryn Pollock
June 28, 2026 2 min read
005930.KS
-9.75%
000660.KS
-10.58%
005380.KS
-8.07%
373220.KS
-8.74%
Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won fr
2026-06-29
www.digitimes.com
2026-06-29
digitimes
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly...
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2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Infineon Named Company to Beat in AI Data Center Power
By TimesTech -
June 29, 2026
0
98
In a recent report AI Vendor Race Infineon Is the Company to Beat in AI Data Center Power Semiconductors, Gartner examined the fast-evolving market for AI data center power semiconductors and identified Infineon Technologies AG as “the company to beat” in this space. The report cites Infineon
2026-06-29
www.ndtvprofit.com
2026-06-29
NDTV Profit
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https://errors.edgesuite.net/18.cdfda17.1783394247.dfcbaf4
2026-06-29
technode.global
2026-06-29
TNGlobal
NVIDIA and Australia’s AI facilitator Firmus Technologies will jointly provide global AI-native, enterprise, and ISV customers access to NVIDIA’s AI accelerated computing stack, with the infrastructure to be deployed at Firmus’ Batam campus in Indonesia.
In a statement on Monday, Firmus said it has reached a partnership with NVIDIA for the move. The Australian firm expects to receive between $25
2026-06-29
www.aol.com
2026-06-29
AOL.com
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by 2028
DAVE KOVALESKI, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 sto
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
1 / 4
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. (AP Photo/Ng Han Guan)
CHAN HO-HIM
June 28, 2026 6 min read
HONG KONG (AP) — In the race between
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 stocks we like better than ASML ›
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorg
2026-06-29
www.digitimes.com
2026-06-29
digitimes
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang...
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2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
TSMC accelerates local DRAM supply chain with Winbond collaboration
The chip giant is teaming up with Winbond to build 3D wafer-on-wafer stacked DRAM in Taiwan, targeting edge AI workloads
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorgan Chase, knocking on the door.
One of the next artificial intelligence (AI) stocks to reach $1 trillion in market cap should be the Dutch semiconductor company ASML (
ASML
+3.18%
).
Currently, ASML is the world's 20th-largest company, with a market cap of about $693 billion. B
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUs
Adam Spatacco, The Motley Fool
June 28, 2026 4 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as graphics processing units (GPUs) could be used to develop next-generation applications in artificial in
2026-06-29
asia.nikkei.com
2026-06-29
Nikkei Asia
Data center builder says the 350-megawatt campus will be in Batam
Firmus says it will use Nvidia chips for its Indonesian data center and sell Nvidia-powered cloud services to "AI-native" customers. (Source photos by Getty and Ken Kobayashi)
SYDNEY -- Australian data center builder Firmus will partner with chip giant Nvidia to build a 350-megawatt "AI factory" in Indonesia to provide cloud compu
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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美光财报碾压预期，更凭千亿美元长单锁定AI内存超级周期。但暴涨后的大跌揭示了市场隐忧：极致定价下，利好即出尽。这千亿订单虽焊死了利润下限，却也给AI牛市的估值天花板戴上了紧箍咒。
6月24日盘后，美光交出了人类存储芯片史上最炸
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is Micron Stock Rising Nearly 1% Overnight?
Yuvraj Malik
June 28, 2026 3 min read
MU
+0.94%
SNDK
-0.03%
WDC
+7.14%
Explore stocks on Coinbase
Trading disclosure
Susquehanna hiked its price target on MU to $2,000, the highest on Wall Street.
Analysts highlight that Micron's long-term customer agreements have significantly improved revenue visibility.
MU stock has increased nearly four times
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated...
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Joyce Lee, Hyunjoo Jin and Heekyong Yang
June 28, 2026 4 min read
005930.KS
-8.73%
000660.KS
-9.01%
By Joyce Lee, Hyunjoo Jin and Heekyong Yang
SEOUL, June 29 (Reuters) - South Korea on Monday laid out a sweeping industrial strategy centred on semiconductors and artificial intelligence, as President Lee Jae My