Semiconductor News & Analysis Feed
6943 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Is Applied Materials (AMAT) Expensive After Raising Its Growth Outlook?
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
AMAT
-6.46%
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Applied Materials stock has delivered a very strong run, yet its latest checks point to an expensive v
2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] Intel Reportedly Breaks Ground on Santa Clara Expansion for Next-Gen EUV Mask Capacity
2026-07-01 Semiconductors editor
News
Please note that this article cites information from Wccftech, Tom’s Hardware, San Francisco Business Times and CNBC.
As interest in Intel’s foundry services continues to grow among a broader range of tech giants like Apple and NVIDIA, the chipmaker is accel
2026-07-01
tspasemiconductor.substack.com
2026-07-01
semivision
ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race
Original Article By SemiVision Research [Reading time: 19 mins]
SEMIVISION
JUL 01, 2026
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The Open Compute Project (OCP) is bringing together APAC communities for a very special two-day, in-person Summit to explore the many challenges and opportunities facing data center infrastructure, today and tomorrow.
2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
high bandwidth memory
semiconductor investment
south korea
samsung
Samsung and SK Hynix Commit Trillions to AI Chip Capacity
7 sources
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July 1, 2026
|
By LDS Team
8.1
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Photo: japantimes.co.jp · rights & takedowns
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Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in combined investment tied to South Korea's national semic
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Stock Looks Below Fair Value But Broader Checks Stay Mixed
Bailey Pemberton
June 30, 2026 3 min read
MU
-4.71%
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Micron Technology's share price has moved very sharply in recent years, yet its valuation che
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
www.digitimes.com
2026-07-01
digitimes
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As...
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2026-07-01
www.digitaltoday.co.kr
2026-07-01
디지털투데이
Industry
Samsung, SK Hynix and Micron accused of colluding on RAM prices; lawsuit unlikely to end 'RAM crunch'
AI Summary
A lawsuit has been filed alleging Samsung Electronics, SK Hynix and Micron deliberately reduced supply of consumer memory to push up RAM prices. The suit argues the companies shifted DRAM capacity from mainstream products such as DDR3 and DDR4 to high-bandwidth memory used in
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Less than 1 min read
000660
+2.59%
SK hynix files to list ADSs as SKHY on Nasdaq, proposing up to 17.79M ADS (≈2.5% of Seoul shares) to raise funds for Korean fabs and EUV scanners; trading starts July 10.
1
SK hynix (000660) will joi
2026-07-01
eetimes.com
2026-07-01
Today’s semiconductor component landscape is more complex than ever. Obsolescence has shifted from an occasional disruption to a persistent operational risk. As product lifecycles shorten and supply markets tighten, procurement teams must now treat lifecycle awareness as a core part of their role. Production stability depends on it. Several forces are accelerating this change. Semiconductor manu
2026-07-01
digitimes.com
2026-07-01
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
digitimes.com
2026-07-01
India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance Ministry's Expenditure Finance Committee (EFC), according to Indian media reports. The development could pave the way for a broader expansion of the country's semiconductor manufacturing ambitions.
2026-07-01
semiengineering.com
2026-07-01
Ann Mutschler
In next-generation silicon, AI can interpret system behavior at scale, but only if obse...
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor's (NVTS) Index Exit Quietly Reshape Its Liquidity And Governance Narrative?
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell indexes and related growth and value benchmarks following the annual reconstitution process.
A
2026-07-01
wccftech.com
2026-07-01
Wccftech
NVIDIA's GeForce RTX 5090D from GALAX (HOF OC LAB) has become the first Blackwell GPU to hit an overclock of 4 GHz.
It was going to happen sooner or later, but a year and a half after launch, the NVIDIA GeForce RTX 5090D has been able to set the fastest clock speed ever recorded on a Blackwell GPU.
Team OGS from Greece was able to post the spectacular overclock record at HWBOT. The session featu
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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