Semiconductor News & Analysis Feed
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2026-07-02
www.yahoo.com
2026-07-02
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TSMC interns trade badges for mentor hats to inspire future engineers
Trisha Hendricks
Updated Thu, July 2, 2026 at 9:15 AM GMT+8
4 min read
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2026-07-02
www.cnbc.com
2026-07-02
CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi
after the tech-heavy Nasdaq Composite slumped overnight.
Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff.
SK Square, the largest shareholder of SK Hyni
2026-07-02
www.cnbc.com
2026-07-02
CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi
after the tech-heavy Nasdaq Composite slumped overnight.
Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff.
SK Square, the largest shareholder of SK Hyni
2026-07-02
www.deseret.com
2026-07-02
Deseret News
SCIENCE
UTAH
New partnership touts nuclear-powered AI with minimal water use
Valar Atomics and Nvidia made an announcement in Orangeville, Utah, on Wednesday
Published: July 1, 2026, 7:00 p.m. MDT
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Valar Atomics and Nvidia celebrate a milestone in atomic energy and artificial intelligence at a large party gathering at the Orangeville si
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Why Applied Materials (AMAT) Is Up 10.5% After New AI Chip Tools And Index Reclassification
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Applied Materials introduced a suite of new epitaxy, CMP, deposition and eBeam systems aimed at enabling advanced 3D chip architectures, DRAM performance gains and high-yiel
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.foreignpolicyjournal.com
2026-07-02
foreignpolicyjournal.com
Meta Platforms (NASDAQ: META) shares jumped sharply, delivering one of the session’s standout performances even as broader market sentiment remained cautious heading into a pivotal week.
The Dow Jones Industrial Average slipped modestly, declining 0.03% as investors weighed competing signals across the technology and artificial intelligence sectors.
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2026-07-02
www.tradingview.com
2026-07-02
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Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise
Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise
Less than 1 min read
000660
−5.68%
Lawsuit filed June 25 names SK hynix (000660) in U.S. suit alleging DRAM output cuts while shifting to HBM, blaming higher conventional DRAM prices and seeking class-action status and damages
1
SK hynix
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
digitimes.com
2026-07-02
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.
2026-07-02
digitimes.com
2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
2026-07-02
digitimes.com
2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-02
digitimes.com
2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-02
digitimes.com
2026-07-02
Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers, networking equipment, power systems, and automotive electronics helps offset earlier pressure from volatile metal prices and weaker consumer electronics planning.
2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
eetimes.com
2026-07-02
Oğuz Ergin
Turkey has built a strong chip design base, but without domestic manufacturing, its semiconductor sovereignty remains on loan.
2026-07-02
digitimes.com
2026-07-02
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.