Semiconductor News & Analysis Feed
24529 articles
2026-06-29
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
news.google.com
2026-06-29
marketscreener.com
2026-06-29
www.cnn.com
2026-06-29
CNN
South Korean President Lee Jae Myung, Samsung Electronics Chairman Lee Jae-yong, and SK Group Chairman Chey Tae-won announcing the government's AI investment plan in Seoul, South Korea on June 29, 2026. Kim Min-Hee/Reuters
Reuters —
South Korea rolled out sweeping chip and AI mega-projects on Monday, as President Lee Jae Myung pledged to cement overwhelming industry leadership with investments
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
www.techtimes.com
2026-06-29
Tech Times
By Adrian Parham
Published: Jun 29 2026, 5:08 AM EDT
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LENOVO.COM
Lenovo's AI server pipeline has swelled to $21 billion in undelivered committed orders, a figure that crystallized at MWC Shanghai 2026 as the defining number of China's AI infrastructure race — and a concrete measure of how far t
2026-06-29
news.google.com
2026-06-29
The Washington Post
2026-06-29
www.businessinsider.com
2026-06-29
Business Insider
Nvidia's AI ambitions are officially out of this world this year, and they haven't come back down to Earth.
The AI chip giant is adding to the team behind Space-1, its first computing system designed for space. In recent weeks, the chip giant posted a second job tied to orbital data centers.
The role — for a system software principal architect — will help build software for Space-1, which the ch
2026-06-29
telecom.economictimes.indiatimes.com
2026-06-29
ET Telecom
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2026-06-29
waya.media
2026-06-29
waya.media
TECH
iPads, Xbox Consoles, and PCsAI Memory Chip Shortage Pushes Up Prices of iPads, Xbox Consoles, and PCs
by WAYA Staff - Jun 29, 2026
Image Source: Bloomberg Website
The price of consumer electronics is climbing again, but this time the culprit is artificial intelligence. As AI infrastructure absorbs global memory chip supply, electronics makers are raising prices while manufacturers race
2026-06-29
letsdatascience.com
2026-06-29
Let's Data Science
INFRASTRUCTURE
south korea
semiconductors
ai infrastructure
samsung
South Korea unveils $649B chip and AI plan
9 sources
|
June 28, 2026
|
By LDS Team
8.2
Relevance Score
QUICK SUMMARY
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South Korean President Lee Jae Myung on June 29, 2026 unveiled three public-private mega-projects totaling roughly 1,000 trillion won (about $649 billion) in semiconductor, AI data center, and physical-AI (rob
2026-06-29
moneymorning.com
2026-06-29
Money Morning
STOCKS
Micron Technology (MU) Is This Week's Stock of the Week — AI Memory Supercycle Hits Overdrive
Money Morning Team
June 29, 2026
BY THE NUMBERS
$41.46 billion — Micron's record fiscal Q3 2026 revenue. A year ago the same quarter brought in $9.30 billion.
$25.11 — Non-GAAP EPS, crushing the $20.20 estimate. That's a 24% beat on the bottom line alone.
84.9% — Gross margin in Q3. Management
2026-06-29
www.kedglobal.com
2026-06-29
KED Global
Apple-Intel alliance to intensify foundry battle with Samsung, TSMC
Samsung Electronics said in February it would build foundry facilities at its Pyeongtaek Campus Samsung Electronics Co.'s foundry recovery faces a new threat after US President Donald Trump signaled strong White House backing for Intel Corp.'s contract chipmaking ambitions, just as Samsung and
2026-06-29
www.semiconductor-today.com
2026-06-29
Semiconductor Today
Infineon adds two new high-efficiency server power solutions for AI data-center PSUs
With artificial intelligence workloads redefining the power requirements of modern data centers (and rapidly increasing GPU power levels and denser rack configurations pushing server power infrastructure to its limits), Infineon Technologies AG of Munich, Germany has hence introduced two system-level solutions ta
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
www.turkiyetoday.com
2026-06-29
Türkiye Today
S
outh Korea unveiled a nearly $1.2 trillion public-private investment plan on Monday to expand semiconductor manufacturing and artificial intelligence infrastructure, with Samsung Electronics and SK hynix leading the country's largest-ever push to strengthen its position in the global AI supply chain.
The strategy combines an 800 trillion won ($518.2 billion) investment in new semiconductor fabr
2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Cadence Accelerates Digital Twin–Driven Data Center AI Modernization with HPE
By TimesTech -
June 29, 2026
0
70
Cadence, announced an expansion of its collaboration with HPE to accelerate digital twin-driven data center modernization, enabling customers to improve planning, optimization, and lifecycle operations for next-generation AI and high-performance computing (HPC) infrastr
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.29. 17:17
SK hynix will push a mid- to long-term investment strategy totaling 1.1 quadrillion won spanning Yongin, Cheongju and the southwest region to meet growing demand for artificial intelligence (AI) memory. The plan is to speed up expansions at existing production bases while building new plants to maintain leadership in memory supply in the AI era.
As C
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
Samsung and SK Hynix plan massive new chip fabrication sites in South Korea to meet AI demand
South Korea's two semiconductor giants are in talks with the government to build a second chip cluster in
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP cut its stake in Taiwan Semiconductor Manufacturing by 27.8% in the first quarter, selling 333,400 shares and leaving it with 864,770 shares valued at about $292.25 million. TSM remains Canoe’s se