Semiconductor News & Analysis Feed
600 articles
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
The government of South Korea has held discussions with Samsung and SK Hynix regarding future chip investments in the country.
Per a report from Reuters, the planned investments relate to semiconductor production facilities, with a government official adding that an announcement about a new chip cluster would be made soon.
– Getty Images
In comments reported by Reuters, presidential policy advi
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
TrueNorth maps AI investment cycle shifts to power semiconductors
NVIDIA's move to 800V power distribution is quietly reshaping where semiconductor dollars flow, and it's not GPUs anymore
2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
Anthropic has signed a supply agreement with memory and storage company Micron.
The deal follows Micron's investment in the generative AI company's Series H funding round.
– Sebastian Moss
Micron and Anthropic will analyze how memory and storage subsystems perform across various workloads and interact across the AI infrastructure stack.
Anthropic said that this effort is expected to drive adva
2026-06-24
www.weex.com
2026-06-24
WEEX
SK hynix is a major South Korean memory semiconductor company. It produces DRAM, NAND flash, and high-bandwidth memory products used in servers, smartphones, PCs, storage systems, and AI accelerators. For investors in 2026, the key part of the SK hynix story is HBM, or high-bandwidth memory.
HBM is important because AI processors need extremely fast memory to move large amounts of data during tra
2026-06-24
blockonomi.com
2026-06-24
Blockonomi
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
South Korea's government discussing major new chip investments with Samsung, SK Hynix
Reuters
Tue, June 23, 2026 at 6:30 PM PDT 1 min read
000660.KS
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SEOUL, June 24 (Reuters) - South Korea's government is in talks with Samsung Electronics and SK Hynix over plans for the next phase of large-scale investments in semiconductor production facilities, an official said on Wedn
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
siliconangle.com
2026-06-23
SiliconANGLE
Realizing value from AI investment has become the ultimate prize for most enterprises today. This requires the ability of data and compute to work together, a key mission for the partnership between Nvidia Corp. and DataDirect Networks Inc.
Both companies have been collaborating on solutions that facilitate consumption of AI across an organization, with a focus on optimizing the use of GPUs insid
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Nvidia (
NVDA
3.99%
) has been a cornerstone of the artificial intelligence boom since OpenAI released ChatGPT in November 2022. The stock has returned 1,340% since January 2023. Yet, it trades around 20 times forward earnings today, near the cheapest valuation in the past decade.
Nvidia is "too cheap to ignore," wrote Morningstar analyst Brian Colello on June 17, adding, "We don't foresee a slow
2026-06-23
www.timesleader.com
2026-06-23
Times Leader
Home News Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production
News
Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production
By Bill OBoyle boboyle@timesleader.com
June 22, 2026
❮
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Listen to this
Gov. Josh Shapiro and Pennsylvania Department of Community and Economic Development (DCED) Secretary Ric
2026-06-23
digitimes.com
2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
digitimes.com
2026-06-23
Japan is preparing a sweeping public-private investment strategy totaling more than JPY370 trillion (US$2.3 trillion) by fiscal 2040, spanning 17 strategic sectors including AI, semiconductors, aerospace, and energy-related industries.
2026-06-23
digitimes.com
2026-06-23
Thailand's newly established National Semiconductor and Advanced Electronics Policy Committee has approved the framework for a national semiconductor strategy and a workforce development plan to strengthen the country's position in the global chip supply chain.