Semiconductor News & Analysis Feed
22131 articles
2026-07-01
www.chosun.com
2026-07-01
조선일보
By Lee Hai-woon
Published 2026.07.01. 09:04
Updated 2026.07.01. 16:40
SanDisk’s stock, a U.S. memory company that has surged 858% this year, jumped an additional 10.9% on June 30 alone. On the same day, Wall Street’s Bernstein raised its target price from $1,700 to $3,000 in a single move. The semiconductor-driven U.S. stock market saw the S&P 500 rise 14.9% and the Nasdaq gain 21.4% in the seco
2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] Intel Reportedly Breaks Ground on Santa Clara Expansion for Next-Gen EUV Mask Capacity
2026-07-01 Semiconductors editor
News
Please note that this article cites information from Wccftech, Tom’s Hardware, San Francisco Business Times and CNBC.
As interest in Intel’s foundry services continues to grow among a broader range of tech giants like Apple and NVIDIA, the chipmaker is accel
2026-07-01
www.tradingview.com
2026-07-01
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Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
3 min read
MCHP
−3.93%
TXN
−3.36%
OLED
−0.93%
ST
−3.97%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at analo
2026-07-01
tspasemiconductor.substack.com
2026-07-01
semivision
ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race
Original Article By SemiVision Research [Reading time: 19 mins]
SEMIVISION
JUL 01, 2026
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The Open Compute Project (OCP) is bringing together APAC communities for a very special two-day, in-person Summit to explore the many challenges and opportunities facing data center infrastructure, today and tomorrow.
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
asia.nikkei.com
2026-07-01
Nikkei Asia
TSMC, SK Hynix and Samsung stand to gain from US company's data center play
Qualcomm's Dragonfly line of AI data center products is up against chip giant Nvidia's offerings. (Source photos by Ken Kobayashi)
NEW YORK -- On a table in a midtown Manhattan conference room last Thursday, Durga Malladi, Qualcomm's vice president of data center, stacked his phones to illustrate what appeared to be a s
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
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2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
high bandwidth memory
semiconductor investment
south korea
samsung
Samsung and SK Hynix Commit Trillions to AI Chip Capacity
7 sources
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July 1, 2026
|
By LDS Team
8.1
Relevance Score
Photo: japantimes.co.jp · rights & takedowns
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Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in combined investment tied to South Korea's national semic
2026-07-01
www.starnewskorea.com
2026-07-01
starnewskorea.com
*This content was translated by AI.
Shin Jin-seo, 9-dan. /Photo=Korea Baduk Association
World-renowned top player Shin Jin-seo (26), 9-dan, will compete in a handicap game against the Go artificial intelligence (AI) KataGo.
The 'SSEN Math · The Korea Economic Daily (Hankyung) Gishinjeon ()', organized by Korea Baduk Association and hosted by The Korea Economic Daily (Hankyung) Media Group, with
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Stock Looks Below Fair Value But Broader Checks Stay Mixed
Bailey Pemberton
June 30, 2026 3 min read
MU
-4.71%
Trade MU on Coinbase
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Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's share price has moved very sharply in recent years, yet its valuation che
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron (
MU
4.71%
) stock investors will not want to miss these developments.
*Stock prices used were the afternoon prices of June 28, 2026. The video was published on June 30, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce m
2026-07-01
tradersunion.com
2026-07-01
Traders Union
Nebius Group (NBIS) stock is trading at $276.17, marking a strong session with a daily rise of 5.75%. The price stands firmly above its key moving averages, signaling persistent momentum relative to recent averages.
The launch of full production for NVIDIA's Vera Rubin platform on June 1, 2026, with shipments this fall to eight cloud partners including Nebius, is a pivotal development, according
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
ASML Holding (ASML) Stock Looks Fully Valued After A 46% Three Month Run
July 01, 2026
Simply Wall St
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How ASML Holding Stock Has Been Performing Recently
ASML Holding (NasdaqGS:ASML) has drawn fresh attention after recent share price performance, with the stock last closing at $1,989.44 and showing positive returns over the
2026-07-01
www.bdtonline.com
2026-07-01
Bluefield Daily Telegraph
Partial cloudiness early, with scattered showers and thunderstorms during the afternoon. High 79F. Winds light and variable. Chance of rain 60%..
Partly to mostly cloudy skies with scattered thunderstorms during the evening. Low 67F. Winds light and variable. Chance of rain 40%.
In this image released on Thursday, July 2, 2026, from left, Dr. Karsten Wildberger,
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
For further inform
2026-07-01
www.digitimes.com
2026-07-01
digitimes
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As...
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2026-07-01
www.digitaltoday.co.kr
2026-07-01
디지털투데이
Industry
Samsung, SK Hynix and Micron accused of colluding on RAM prices; lawsuit unlikely to end 'RAM crunch'
AI Summary
A lawsuit has been filed alleging Samsung Electronics, SK Hynix and Micron deliberately reduced supply of consumer memory to push up RAM prices. The suit argues the companies shifted DRAM capacity from mainstream products such as DDR3 and DDR4 to high-bandwidth memory used in
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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TradingView
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Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Less than 1 min read
000660
+2.59%
SK hynix files to list ADSs as SKHY on Nasdaq, proposing up to 17.79M ADS (≈2.5% of Seoul shares) to raise funds for Korean fabs and EUV scanners; trading starts July 10.
1
SK hynix (000660) will joi
2026-07-01
digitimes.com
2026-07-01
GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a concern with potential relevance for global semiconductor investors.
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus