Semiconductor News & Analysis Feed
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
The Washington Post
2026-06-29
www.businessinsider.com
2026-06-29
Business Insider
Nvidia's AI ambitions are officially out of this world this year, and they haven't come back down to Earth.
The AI chip giant is adding to the team behind Space-1, its first computing system designed for space. In recent weeks, the chip giant posted a second job tied to orbital data centers.
The role — for a system software principal architect — will help build software for Space-1, which the ch
2026-06-29
moneymorning.com
2026-06-29
Money Morning
STOCKS
Micron Technology (MU) Is This Week's Stock of the Week — AI Memory Supercycle Hits Overdrive
Money Morning Team
June 29, 2026
BY THE NUMBERS
$41.46 billion — Micron's record fiscal Q3 2026 revenue. A year ago the same quarter brought in $9.30 billion.
$25.11 — Non-GAAP EPS, crushing the $20.20 estimate. That's a 24% beat on the bottom line alone.
84.9% — Gross margin in Q3. Management
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
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2026-06-29
Seoul Economic Daily
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2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
Samsung and SK Hynix plan massive new chip fabrication sites in South Korea to meet AI demand
South Korea's two semiconductor giants are in talks with the government to build a second chip cluster in
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP cut its stake in Taiwan Semiconductor Manufacturing by 27.8% in the first quarter, selling 333,400 shares and leaving it with 864,770 shares valued at about $292.25 million. TSM remains Canoe’s se
2026-06-29
www.tradingview.com
2026-06-29
TradingView
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SK Hynix explores global financing options for new fabs, may consider overseas investments
SK Hynix explores global financing options for new fabs, may consider overseas investments
Refinitiv
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Indian shares rise aided by positive corporate updates, lower oil, foreign
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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2026-06-29
www.chosun.com
2026-06-29
조선일보
By Han Ye-na
Published 2026.06.29. 16:32
Updated 2026.06.30. 14:26
President Lee Jae Myung, Samsung Electronics Chairman Lee Jae-yong, and SK Group Chairman Chey Tae-won hold hands at the Republic of Korea's Great Leap Three Major Mega-Projects Public Report Meeting held at the Cheong Wa Dae state guest house on the 29th. /News1
In line with the government’s policy to expand regional investment,
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
South Korea announces $520B chip plant project with Samsung, SK Hynix
The country's largest-ever semiconductor investment includes four new fabs and a massive push into AI data centers
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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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
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
stocktwits.com
2026-06-29
Stocktwits
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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
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Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
1 min read
005930
−8.73%
000660
−9.09%
KEY POINTS:
Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to local media re
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan · Stocktwits
Yuvraj Malik
June 29, 2026 2 min read
005930.KS
-8.73%
000660.KS
-8.87%
Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to