Semiconductor News & Analysis Feed
1127 articles
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
2026-07-02
semiengineering.com
2026-07-02
Liz Allan
Ongoing innovations are enabling humanoids to see and move more like humans, while smel...
2026-07-02
digitimes.com
2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
digitimes.com
2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-02
digitimes.com
2026-07-02
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.
2026-07-02
memeburn.com
2026-07-02
Memeburn
TL;DR
Google Pixel 11 release date is expected in August 2026, matching the Pixel 9/10 launch pattern
Four models: Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and a Pro Fold arriving in October
The base Pixel 11 may ship with just 8GB of RAM, down from 12GB on the Pixel 10
All four get the Tensor G6 chip, Google's first on a 2nm process, plus a new MediaTek modem
Nothing is official — every figure h
2026-07-02
tomshardware.com
2026-07-02
Andrew E. Freedman
Microsoft is reportedly testing a feature to digitize physical games going back to the Xbox One with digital copies tied to the owner of the physical disc.
2026-07-02
aws.amazon.com
2026-07-02
Amazon Web Services (AWS)
Run NVIDIA Nemotron and OpenAI GPT OSS models on Amazon Bedrock in AWS GovCloud (US)
by Zohreh Norouzi, Heather Crawford, and Saurabh Trikande on 01 JUL 2026 in Amazon Bedrock, Announcements, AWS GovCloud (US), Intermediate (200) Permalink Share
Government agencies running workloads in AWS GovCloud (US) need AI capabilities that keep pace with the commercial sector. At the same time, they can’t
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Micron stock has been one of the market's biggest winners over the last year.
AI-driven demand for the company's memory chips has been incredibly strong, powering huge growth in sales and earnings.
Sales and earnings momentum have made Micron one of the world's most valuable companies, and its demand outlook remains strong.
10 stocks we like better than Micron Technology ›
Momentum
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Momentum for leading artificial intelligence (AI) chip stocks has been incredibly bullish over the last year, and Micron Technology (
MU
5.25%
) has been one of the best-performing names in the category. Soaring demand for its high-bandwidth memory (HBM) chips and other solutions has translated into stellar growth in unit sales that has pushed revenue higher, and increased pricing power has also l
2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
Is Elon trying to buy goodwill through discounted internet access?
2026-07-01
www.01net.it
2026-07-01
01net
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2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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Get the most important global
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Janney Montgomery Scott LLC Increases Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC boosted its Synopsys stake by 79.4% in Q1, buying 23,133 additional shares and bringing its total holding to 52,264 shares valued at about $20.7 million.
Analyst sentiment remains broadly positive: several firms raised pr
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