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
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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
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2026-06-29
Nikkei Asia
Country's president says move comes at 'decisive moment' as AI transforms the global economy
South Korean President Lee Jae Myung, center, Samsung Electronics Chairman Lee Jae-yong, right, and SK Group Chairman Chey Tae-won at the announcement of three mega projects at the Blue House presidential palace in Seoul on June 29. © Reuters
SEOUL -- President Lee Jae Myung on Monday announced an "unpre
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.
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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
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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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Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising...
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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
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Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to
2026-06-29
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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
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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
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2026-06-29
All About Circuits
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2026-06-29
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2026-06-29
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2026-06-29
www.eenewseurope.com
2026-06-29
eeNews Europe
The European Commission has approved €76 million in German State aid for QuantumDiamonds GmbH to build what is expected to be the EU’s first production facility for quantum sensor-based semiconductor testing equipment in Munich. The project is designed to strengthen Europe’s semiconductor supply chain and support the goals of both the European Chips Act and the proposed Chips Act 2.0.
2026-06-29
www.weex.com
2026-06-29
WEEX
SK Hynix stock has had one of the more eventful weeks in its recent history, and today the story got bigger.
Samsung announced a 648 trillion won investment plan, approximately $480 billion in Korean semiconductor infrastructure, adding fuel to an already accelerating narrative around Korea's position at the center of the global AI memory supply chain. Combined with the broader government-backed