Semiconductor News & Analysis Feed
22161 articles
2026-06-24
srnnews.com
2026-06-24
SRN News
SEOUL, June 24 (Reuters) – SK Hynix’s overtaking of Samsung Electronics to become South Korea’s most valuable firm was the culmination of 14 years of bets that brought it skepticism and scorn but ultimately put it at the centre of the global AI gold rush.
In 2012, conglomerate SK Group acquired Hynix Semiconductor in a deal that was considered financially irresponsible. Samsung, in contrast, was
2026-06-24
kalkine.com.au
2026-06-24
Kalkine
Highlights
AI shares rose 13.73% to AUD 0.058 during the morning session on 24 June 2026 following a strategic AI chip design presentation
The company introduced “Chipforge”, an AI-native sovereign semiconductor design platform
Presentation highlighted a global shift toward sovereign chip investment exceeding USD 115 billion
AI positioned AI-assisted design as a solution to industry-wide engineer
2026-06-24
www.moneycontrol.com
2026-06-24
Moneycontrol.com
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Reference #18.adc83017.1782311908.b0f546f7
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2026-06-24
www.scmp.com
2026-06-24
South China Morning Post
Semiconductors
TechTech War
ASML EUV in China? The rumour is ridiculed but it reveals a tougher reality on the ground
If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches
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Howard Liuin Beijing
Published: 11:00am, 24 Jun 2026
For anyone closely watching the semicon
2026-06-24
www.scmp.com
2026-06-24
South China Morning Post
Semiconductors
TechTech War
ASML EUV in China? The rumour is ridiculed but it reveals a tougher reality on the ground
If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches
6-MIN READ
8
Listen
Make SCMP preferred on Google
Howard Liuin Beijing
Published: 11:00am, 24 Jun 2026
For anyone closely watching the semicon
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is Officially the Largest Stock in the World. Is the Artificial Intelligence (AI) Giant Still Cheap?
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 7:50 PM PDT 3 min read
NVDA
+0.19%
GOOGL
+1.21%
V
+0.50%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is the largest company in the world, and by a large margin. Second-place Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL)
2026-06-24
www.reuters.com
2026-06-24
Reuters
__fail__
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK Hynix's bet on a niche memory chip made it more valuable than Samsung
Hyunjoo Jin and Heekyong Yang
Tue, June 23, 2026 at 7:37 PM PDT 5 min read
000660.KS
+0.98%
005930.KS
+9.84%
AMD
+0.03%
Trade AMD on Coinbase
Trading disclosure
By Hyunjoo Jin and Heekyong Yang
SEOUL, June 24 (Reuters) - SK Hynix's overtaking of Samsung Electronics to become South Korea's most valuable firm was the culm
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia
(
NVDA
3.99%
)
is the largest company in the world, and by a large margin. Second-place
Alphabet
(
GOOG
0.61%
)
(
GOOGL
0.85%
)
sits at a $4.5 trillion market cap, while Nvidia hovers around $5.1 trillion. That $600 billion gap is massive, equivalent to the size of
Visa
.
With Nvidia being the largest company in the world, some investors would consider the stock expensive. However, after br
2026-06-24
pulse2.com
2026-06-24
Pulse 2.0
Micron Technology announced a strategic agreement with Anthropic focused on scaling next-generation AI infrastructure. The collaboration spans memory and storage AI architecture design, a supply agreement, enterprise adoption of Claude across Micron, and a strategic investment in Anthropic’s Series H funding round.
Micron said the agreement connects the demands of frontier AI models with how infr
2026-06-24
www.sony-semicon.com
2026-06-24
sony-semicon.com
Sony Semiconductor Solutions Corporation (Sony) today announced the upcoming release of the LYTIA 610, a 1/2-type approximately 64-effective megapixel CMOS image sensor with the RB2×2 On Chip Lens (OCL) pixel structure. This is the industry’s first*1 product with this pixel structure to be mass produced.
By combining the RB2×2 OCL pixel structure with dedicated array conversion processing (remosa
2026-06-24
www.prnewswire.com
2026-06-24
PR Newswire
Sony Semiconductor Solutions to Release Advanced 1/2-type CMOS Sensor for Mobile Applications Featuring Industry's First*1 RB2×2 OCL Pixel Structure for Both High Resolution and AF Performance
NEWS PROVIDED BY
Sony Semiconductor Solutions Corporation
Jun 23, 2026, 22:00 ET
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New pixel design and algorithm deliver more than 20% higher definition compared to Sony's convent
2026-06-24
pandaily.com
2026-06-24
Pandaily
AI
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Published:
June 24, 2026
Reading Time:
3 min read
Want to read in a language you're more familiar with?
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
The embodied AI chip market is experiencing an unprecedented surge of com
2026-06-24
bbcmag.com
2026-06-24
Broadband Communities
__fail__
2026-06-24
pulse.mk.co.kr
2026-06-24
매일경제
Jay Y. Lee, executive chairman of Samsung Electronics Co., visited the company’s semiconductor facility in Cheonan, South Chungcheong Province, on Tuesday, to personally inspect production operations for high-bandwidth memory (HBM), a key component in artificial intelligence (AI) computing systems.
According to industry sources, the visit marked Lee’s first trip to the Cheonan site since February
2026-06-24
www.reuters.com
2026-06-24
Reuters
__fail__
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
+0.98%
005930.KS
+9.84%
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
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on.
The tech-heavy Nasdaq Composite fell approximately 2% on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session.
Submit a Press Release or News Tip
Nvidia and Alphabet, two of th
2026-06-24
www.ad-hoc-news.de
2026-06-24
Ad-hoc-news.de
Ams, Osram
Ams Osram Secures €1bn Bond to Halve Financing Costs as €570m Infineon Sale Hangs in Regulatory Balance
24.06.2026 - 03:15:47 | boerse-global.de
Ams Osram places €1B bond at 7.25% to cut annual interest costs by €40M, eyes Infineon sensor sale for deleveraging; stock up 134% YTD but recent volatility persists.
Ams - Ams Osram Secures €1bn Bond to Halve Financing Costs as €570m Infineo
2026-06-24
www.mufgresearch.com
2026-06-24
MUFG Research
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