Semiconductor News & Analysis Feed
22133 articles
2026-06-29
ca.news.yahoo.com
2026-06-29
Yahoo News Canada
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Reuters
Mon, June 29, 2026 at 1:52 p.m. GMT+8
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The SK Hynix logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo/File Photo/File Photo
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2026-06-29
www.reuters.com
2026-06-29
Reuters
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2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Reuters
June 28, 2026
005930.KS
-7.09%
000660.KS
-6.66%
SEOUL, June 29 (Reuters) - Samsung Electronics and SK Hynix plan to each build two new massive chip fabrication sites in South Korea's southwest region as part of a national project to build chip production "ecosystem" valued at 800 t
2026-06-29
www.marketscreener.com
2026-06-29
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2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
South Korea plans up to $1.3 trillion in tech investments led by Samsung and SK Hynix
The semiconductor superpowers are betting big on AI-driven chip demand with a decade-long spending spree that coul
2026-06-29
srnnews.com
2026-06-29
SRN News
HONG KONG (AP) — In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market.
Jensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the “zhajiangmian” noodles while visiting Bei
2026-06-29
www.tradingview.com
2026-06-29
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Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
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Germ
2026-06-29
www.electronicsweekly.com
2026-06-29
Electronics Weekly
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2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
michaelparekh.substack.com
2026-06-29
AI: Reset to Zero
AI: Yet another AI Chip Bottleneck in Asia. AI-RTZ #1132
...Chips on Wafer on Substrate (CoWoS) packaging tech as critical as AI GPUs & memory.
MICHAEL PAREKH
JUN 29, 2026
5
Share
If it was just like packaging Lay’s potato chips.
Regulars here at AI-RTZ and ARD podcast know of the long litany of AI bottlenecks this AI Tech Wave through the end of this decade at least. To the AI GPUs, AI memory,
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung and SK Hynix Fall Despite Separate $1.3 Trillion Chip Plans
Darryn Pollock
June 28, 2026 2 min read
005930.KS
-9.75%
000660.KS
-10.58%
005380.KS
-8.07%
373220.KS
-8.74%
Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won fr
2026-06-29
www.whalesbook.com
2026-06-29
Whalesbook
Apple and Microsoft have increased prices on key electronics due to a persistent global memory chip shortage. Driven by surging demand for artificial intelligence, the supply crunch is expected to last until 2028, despite massive capital spending by major chip manufacturers. For investors, this indicates ongoing pressure on product margins and supply chains in the global tech hardware sector.
Wha
2026-06-29
beincrypto.com
2026-06-29
BeInCrypto
Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won from a Friday close of 339,500 won. SK Hynix fell 3.4% to 2,583,000 won from 2,673,000 won. The KOSPI settled near 8,258, down from 8,411.
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2026-06-29
www.houstonchronicle.com
2026-06-29
Houston Chronicle
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2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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Reference #18.d3432417.1783396723.104b42ee
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Applied Materials Stock In Focus After Samsung And SK Hynix Spending Plans
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Samsung Electronics and SK Hynix just laid out plans to spend up to $1.3t over the next decade on semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, and the immediate share price reaction was r
2026-06-29
www.ndtvprofit.com
2026-06-29
NDTV Profit
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https://errors.edgesuite.net/18.cdfda17.1783394247.dfcbaf4
2026-06-29
technode.global
2026-06-29
TNGlobal
NVIDIA and Australia’s AI facilitator Firmus Technologies will jointly provide global AI-native, enterprise, and ISV customers access to NVIDIA’s AI accelerated computing stack, with the infrastructure to be deployed at Firmus’ Batam campus in Indonesia.
In a statement on Monday, Firmus said it has reached a partnership with NVIDIA for the move. The Australian firm expects to receive between $25
2026-06-29
www.aol.com
2026-06-29
AOL.com
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by 2028
DAVE KOVALESKI, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 sto