Semiconductor News & Analysis Feed
86 articles
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.scmp.com
2026-06-29
South China Morning Post
South Korea
AsiaEast Asia
South Korea unveils US$576 billion megaprojects to dominate global AI, chip market
This move is Lee’s boldest yet to align the nation’s tech ambitions with his pledge to narrow regional disparities and revive economies
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Reuters
Published: 2:09pm, 29 Jun 2026Updated: 2:51pm, 29 Jun 2026
South Korea rolled out sweeping ch
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha and Omega Semiconductor’s AI Pivot Quietly Redefining Its Risk Profile and Moat Strength (AOSL)?
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this year, Alpha and Omega Semiconductor highlighted its pivot toward advanced computing systems and rising engagements with major cloud and hyperscale partners in AI pow
2026-06-28
tomshardware.com
2026-06-28
Etiido Uko
Loongson has announced the 3C3000, a 16-core LoongArch server CPU with DDR4 ECC, 32 PCIe lanes, 40W typical power, and performance claimed to match the earlier 3C5000.
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha And Omega Semiconductor (AOSL) Fully Valued On Its AI Infrastructure Push?
June 27, 2026
Simply Wall St
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Investor enthusiasm around Alpha and Omega Semiconductor (AOSL) has been fueled by the company’s stated focus on advanced computing systems and artificial intelligence infrastructure, along with CEO comments pointing to growing
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
digitimes.com
2026-06-26
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.
2026-06-26
digitimes.com
2026-06-26
Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaperreported.
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
Video Muted
The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-24
www.axios.com
2026-06-24
Axios
www.axios.com
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2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Bing Xue, Executive Vice President of Worldwide Sales and Business Development at Alpha and Omega Semiconductor Limited (
AOSL
+2.75%
), reported the sale of 4,916 shares of Common Stock for ~$231,000 on June 16, 2026, according to an SEC Form 4 filing.
Transaction summary
METRIC VALUE
Shares sold (direct) 4,916
Transaction value $231,494
Post-transaction shares (direct) 123,660 shares
Post-trans
2026-06-21
www.kedglobal.com
2026-06-21
KED Global
Samsung to advance mega-fab expansion by 6 months to get ahead in capacity race; SK Hynix follows suit
A researcher in a Samsung Electronics chip cleanroom Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming arti
2026-06-20
eetimes.com
2026-06-20
Canada sharpens its defense and tech edge with policies to boost homegrown chip power.
2026-06-18
www.cleanroomtechnology.com
2026-06-18
Cleanroom Technology
Micron Technology has selected Bechtel as the engineering, procurement and construction (EPC) partner for the first phase of its semiconductor manufacturing complex in Clay, New York.
The appointment marks the next phase of development at the site, where Micron broke ground on its first fabrication plant in January 2026.
Bechtel will immediately mobilise at the White Pine Commerce Park location
2026-06-17
www.tomshardware.com
2026-06-17
Tom's Hardware
PC Components RAM
Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips
News
By Zhiye Liu published 5 hours ago
Some Chinese module makers are turning their backs on the big three RAM suppliers.
(Image credit: Getty Images)
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2026-06-17
tomshardware.com
2026-06-17
Zhiye Liu
Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM.
2026-06-15
www.megabites.com.ph
2026-06-15
megabites.com.ph
Cadence announced that Aeva, a leader in next-generation sensing and perception systems, has licensed Cadence® Tensilica® Vision DSP IP to accelerate signal processing in its 4D LiDAR systems—enabling flexible and scalable solutions for industrial robotics and automotive applications. This design win marks a significant step in delivering high-performance, low-power lidar systems optimized for rea