Semiconductor News & Analysis Feed
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2026-07-05
news.google.com
2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
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2026-07-04
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Samsung AI Solutions being discussed during SFF 2024 event - Source: Samsung Foundry
It is being reported that Samsung Foundry is in talks with Anthropic and Meta to manufacture their AI chips. Both companies are developing in-house AI accelerators, and Samsung could help fabricate those chips using its cutting-edge 2n
2026-07-04
news.google.com
2026-07-04
TradingView
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
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2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics' foundry business is rapidly emerging as the production base for global Big Tech companies' application-specific integrated circuits (ASICs), positioning itself as a key player in the artificial intelligence (AI) semiconductor market. With Meta and Anthropic selecting Samsung's 2-nanometer (nm) process as their next-generation AI chip production partner, Samsung's foundry divis
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
www.digitimes.com
2026-07-04
digitimes
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified...
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2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics (005930) has entered final-stage negotiations with Anthropic, the developer of generative AI model Claude, to produce next-generation AI semiconductors. If the deal is finalized, adding another marquee customer alongside Tesla, Nvidia, and Apple, it would signal a full turnaround for Samsung's foundry business, which has struggled in recent years.
2026-07-04
www.tradingview.com
2026-07-04
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Korea Stocks Rebound 5.8% as Samsung, SK Hynix Jump
Korea Stocks Rebound 5.8% as Samsung, SK Hynix Jump
Less than 1 min read
KOSPI
−0.58%
005930
−1.80%
000660
+3.42%
South Korean stocks staged a sharp rebound Friday as investors moved back into the market following a nearly 10% drop over the previous two sessions. The Kospi Index gained 5.8%, helped by strong rallies in Samsung
2026-07-03
www.chosun.com
2026-07-03
조선일보
By Choi Hyung-seok
Published 2026.07.04. 00:45
Updated 2026.07.04. 16:09
Lee Chan-jin, Head of the Financial Supervisory Service. /News1
The recent monthly trading volume of single-stock leveraged products, which allow double bets on Samsung Electronics and SK Hynix stock movements, reached 225 trillion Korean won. This accounts for 27% of the total ETF (exchange-traded fund) trading volume (825
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Memory chip manufacturers are discouraging the government from meddling with the industry.
2026-07-03
news.futunn.com
2026-07-03
富途牛牛
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2026-07-03
www.thelec.net
2026-07-03
thelec.net
Samsung Electronics logo. (Source: Samsung Electronics)
Samsung Electronics is reportedly in discussions with North American artificial intelligence (AI) company Anthropic to manufacture its custom AI chips through Samsung's foundry business. The chips are expected to use Samsung's leading-edge 2-nanometer (2nm) process technology.
According to The Information, citing multiple sources on July 2
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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