Semiconductor News & Analysis Feed
305 articles
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.
2026-07-01
www.chosun.com
2026-07-01
조선일보
By Lee Hai-woon
Published 2026.07.02. 00:31
Updated 2026.07.02. 09:51
On the 1st, the KOSPI closed down 2.04% at 8,303.41. Notably, Samsung Electronics and SK Hynix, the semiconductor "top two," fell 5.84% and 3.40%, respectively, with larger declines than the KOSPI. Earlier, on June 29, the government announced the "three mega projects," including the construction of semiconductor fabs (factori
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%
Rebecca Payne
Wed, July 1, 2026 at 7:30 AM PDT 4 min read
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An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up
2026-07-01
www.koreaherald.com
2026-07-01
The Korea Herald
AI memory boom is reshaping investor perceptions of Korea's two chip giants
Samsung Electronics (left) and SK hynix logos (Yonhap)
Samsung Electronics' 26-year reign as the benchmark Kospi's most valuable company came to an end on June 22, when its crosstown rival SK hynix briefly overtook the tech giant in market capitalization.
While Samsung Electronics' lead remains solid when preferred shar
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-06-30
news.google.com
2026-06-30
Stock Titan
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Spinnaker Trust Purchases 1,508 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Spinnaker Trust increased its TSM stake by 4.1% in the first quarter, buying 1,508 additional shares and bringing its total to 38,696 shares valued at about $13.1 million.
Insider activity was mixed: VP Bor-Zen Tien bought 2
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
digitimes.com
2026-06-30
South Korea is overhauling its semiconductor manufacturing footprint to secure an edge in the AI era, drawing direct inspiration from a fierce competitor: Taiwan.
2026-06-30
tomshardware.com
2026-06-30
Zhiye Liu
Newegg has started selling G.Skill’s Trident Z5 NeoX memory kits featuring AMD ULL technology, and the prices are already high.
2026-06-30
tomshardware.com
2026-06-30
Hassam Nasir
Valve has asked Dbrand to stop selling its Portal 2-themed Companion Cube cases for the Steam Machine, since it never asked the company permission to begin with.
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
www.kedglobal.com
2026-06-29
KED Global
Samsung, SK Hynix to build new chip cluster outside Seoul in $500 bn projects
President Lee Jae Myung (center), Samsung Electronics Chairman Lee Jae-yong (right) and SK Group Chairman Chey Tae-won join hands at a public briefing on South Korea’s three mega projects at the Blue House on June 29, 2026 (Pool photo) Samsung Electronics Co. and SK Hynix Inc. plan to inv
2026-06-29
news.google.com
2026-06-29
ChartMill
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung and SK Hynix Fall Despite Separate $1.3 Trillion Chip Plans
Darryn Pollock
June 28, 2026 2 min read
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Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won fr
2026-06-29
beincrypto.com
2026-06-29
BeInCrypto
Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won from a Friday close of 339,500 won. SK Hynix fell 3.4% to 2,583,000 won from 2,673,000 won. The KOSPI settled near 8,258, down from 8,411.
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2026-06-29
digitimes.com
2026-06-29
Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
en.cryptonomist.ch
2026-06-27
The Cryptonomist
HomeTechnologySouth Korea KOSPI Drop Tops 8% as AI Chip Selloff Hits Wall...
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South Korea KOSPI Drop Tops 8% as AI Chip Selloff Hits Wall Street
27 June 2026
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South Korea KOSPI Drop Sparks AI Chip Market Risk Alarm
South Korea’s stock market sent one of the sharpest warnings global investors have seen in years last Friday, as the South Korea KOSPI drop triggere