Semiconductor News & Analysis Feed
1125 articles
2026-07-03
pandaily.com
2026-07-03
Pandaily
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
2026-07-03
digitimes.com
2026-07-03
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
digitimes.com
2026-07-03
Japanese Prime Minister Sanae Takaichi held her first summit with Indian Prime Minister Narendra Modi in New Delhi on July 2, during a three-day visit that both governments framed as the next step in a long-running partnership.
2026-07-03
digitimes.com
2026-07-03
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and
2026-07-03
www.bizjournals.com
2026-07-03
The Business Journals
2026-07-03
www.chemengonline.com
2026-07-03
chemengonline.com
2026-07-03
www.goshennews.com
2026-07-03
Goshen News
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Forget Nvidia: Is Google Quietly About to Steal the Crown as the World’s Most Valuable Company?
Omor Ibne Ehsan
Thu, July 2, 2026 at 7:39 AM PDT 3 min read
NVDA
+3.76%
GOOGL
-2.28%
CRWV
+5.41%
GOOG
-2.30%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA dropped 11% in June while GOOG's $4.31 trillion market cap quietly closes on NVDA's $4.85 trillion crown.
Google controls AI models
2026-07-02
tomshardware.com
2026-07-02
Luke James
Altman is understood to have raised the idea with President Donald Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent.
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
tomshardware.com
2026-07-02
Luke James
Google is testing a reCAPTCHA check that switches on a user's camera and asks them to wave or hold up an open palm.
2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
SpaceX is reportedly working on a handheld device that runs a proprietary operating system and features advanced AI capabilities from xAI, but Elon Musk denies existence of the product.
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
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2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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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
2026-07-02
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