Semiconductor News & Analysis Feed
22949 articles
2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
Kim Joung-ho, third from left, an electrical engineering professor at the Korea Advanced Institute of Science and Technology (KAIST), lectures students at the university’s campus in Daejeon. Courtesy of KAIST
The Korea Advanced Institute of Science and Technology (KAIST) will showcase on Friday artificial intelligence (AI) agents capable of automating high-bandwidth memory (HBM) design, offering
2026-07-02
wccftech.com
2026-07-02
Wccftech
Samsung & SK Hynix have announced a multi-billion-dollar expansion plan for AI and chip manufacturing in Korea.
In a bid to aggressively compete with rivals such as TSMC and Intel, Korea's major semiconductor firms, Samsung Electronics and SK Hynix, have pledged 1,350 Trillion Won towards the expansion of semiconductor manufacturing, AI Data Centers, and memory production.
The expansion plan wil
2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
Nvidia’s official careers website shows a Seoul-based opening for a Simulation Engineer, Industrial Physics and Robotics. Job-listing information embedded in the page shows the posting was dated June 30. (Screenshot from Nvidia Careers)
Nearly a month after Jensen Huang said Nvidia had begun hiring for a Korea R&D center, the company’s latest local job postings suggest the US chipmaker is buildin
2026-07-02
www.automotiveworld.com
2026-07-02
Automotive World
A €5bn semiconductor fab in Europe signals that the continent is serious about reclaiming supply chain sovereignty for critical chips
July 2, 2026
Infineon Technologies has opened its Smart Power Fab in Dresden ahead of schedule, completing a €5bn (US$5.8bn) investment the company describes as the largest in its history. The facility doubles Infineon’s manufacturing capacity at the Dresden site,
2026-07-02
www.trendforce.com
2026-07-02
TrendForce
[News] SK hynix Reportedly Removes Price Cap in Memory Long-Term Agreements, Diverging from Micron
2026-07-02 Semiconductors editor
News
Please note that this article cites information from Green Economy News, Busan Ilbo, ZDNet and Reuters.
As Micron announced another major Strategic Customer Agreement (SCA) with General Motors, the structure of global memory makers’ long-term supply agr
2026-07-02
www.trendforce.com
2026-07-02
TrendForce
[News] Samsung Reportedly Expands 2nm Portfolio Ahead of 2029 SF1.4 Mass Production; SF2P+ Targets 2027–28
2026-07-02 Semiconductors editor
News
Please note that this article cites information from ZDNet, The Elec, Economic Daily News, and Tom’s Hardware.
As leading foundries now target 2028–29 for 1.4nm-class mass production, they are accelerating enhanced 2nm variants to bridge the gap
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.techbuzz.ai
2026-07-02
The Tech Buzz
The semiconductor selloff that hammered Wall Street just went global. Samsung Electronics and SK Hynix shares crashed more than 7% in early Thursday trading as Korea's KOSPI joined the chip rout, sending shockwaves through the AI infrastructure supply chain. The plunge marks a dramatic reversal for the two memory giants that have been riding the AI boom, raising fresh questions about whether the m
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
tspasemiconductor.substack.com
2026-07-02
semivision
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2026-07-02
www.digitimes.com
2026-07-02
digitimes
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Software/NasdaqGS:CDNS
Should Stable Earnings Estimates and Favorable Zacks Rank Require Action From Cadence Design Systems (CDNS) Investors?
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, analysts highlighted that Cadence Design Systems is expected to post strong earnings growth, with consensus earnings estimates remaining stable and supporting a
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-02
www.theinformation.com
2026-07-02
The Information
How Small Firms Use Claude to Quit Salesforce
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2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
3 min read
MPWR
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TXN
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OLED
−0.83%
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+0.26%
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
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Stephan Zizala, Division President Edge Systems at Infineon. Credit: Infineon
Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial sensing and adding roughly 230 employees across three new locations.
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2026-07-02
www.digitimes.com
2026-07-02
digitimes
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
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