Semiconductor News & Analysis Feed
4293 articles
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.scmp.com
2026-07-02
South China Morning Post
Semiconductors
TechBig Tech
Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race
CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says
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Howard Liuin Beijing
Published: 4:46pm, 2 Jul 2026
As China’s leading DRAM maker ChangXin Me
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
A semiconductor research facility at Seoul National Unviersity's Gwanak Campus (Seoul National University)
Samsung Electronics and SK hynix are discussing plans with Seoul National University to launch company-sponsored semiconductor programs at regional universities, as the government pushes for a semiconductor megaproject in South Korea’s southwest, local media reported Thursday.
The plan cent
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Auto/NYSE:GM
Micron–GM Chip Supply Pact For Software-Defined Vehicles Might Change The Case For Investing In GM (GM)
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 1 July 2026, Micron Technology announced it had entered a long-term Strategic Customer Agreement with General Motors to secure U.S.-based supply of key automotive memory and storage components,
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Investigators allege that four individuals deliberately concealed the actual end-user of servers thought to contain advanced Nvidia AI chips.
Singaporean authorities said yesterday that they have seized a luxury bungalow and charged four people with money laundering as part of an investigation linked to the alleged movement of Nvidia chips subject to U.S. export controls.
In a statement, the Sin
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reuters
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UK's Currys warns memory chip shortage will push up prices
UK's Currys warns memory chip shortage will push up prices
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Dec 22, 2025
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Dec 22, 2025
Reuters
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2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reuters
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UK's Currys says memory chip shortage will mean price rises
UK's Currys says memory chip shortage will mean price rises
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Dec 22, 2025
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Mergers and acquisitions
Dec 22, 2025
Reuters
KALENDER-Termine Politik/Vermischtes bis 28. Dez
2026-07-02
www.reuters.com
2026-07-02
Reuters
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2026-07-02
www.bbc.com
2026-07-02
BBC
Singapore seizes $42m mansion over Nvidia chip smuggling
6 days ago
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Osmond Chia
Business reporter
Screenshot from Google Maps
The house is located in an upmarket area of Singapore
Police in Singapore have seized a multi-million dollar luxury home that was allegedly bought using proceeds from smuggling Nvidia artificial intelligence (AI) chips.
The property l
2026-07-02
www.electronicsweekly.com
2026-07-02
Electronics Weekly
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2026-07-02
www.techbuzz.ai
2026-07-02
The Tech Buzz
The semiconductor selloff that hammered Wall Street just went global. Samsung Electronics and SK Hynix shares crashed more than 7% in early Thursday trading as Korea's KOSPI joined the chip rout, sending shockwaves through the AI infrastructure supply chain. The plunge marks a dramatic reversal for the two memory giants that have been riding the AI boom, raising fresh questions about whether the m
2026-07-02
tspasemiconductor.substack.com
2026-07-02
semivision
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Korea’
2026-07-02
www.digitimes.com
2026-07-02
digitimes
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.
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2026-07-02
www.digitimes.com
2026-07-02
digitimes
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
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2026-07-02
biz.chosun.com
2026-07-02
Chosunbiz
By
Jeong Du-yong
Published 2026.07.02. 11:39
Kwak Noh-jung, CEO (President) of SK hynix, announces an investment plan at the National Briefing on the Development Vision for Advanced Industries in the Chungcheong Region, presided over by President Lee Jae-myung, in Asan, South Chungcheong Province, on the 2nd./Courtesy of Yonhap News
SK hynix will invest 100 trillion won in the Chungcheong region
2026-07-02
www.reuters.com
2026-07-02
Reuters
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2026-07-02
www.alcircle.com
2026-07-02
AL Circle
Calculate Embedded Emissions for Unwrought Aluminium (HS7601)
CBAM is applicable to trade volumes starting from 50 metric tonnes. For trade volumes below 50 metric tonnes, CBAM does not apply.
The system will automatically calculate the
payable emissions and the total CBAM cost (€)
based on the inputs provided
2026-07-02
telecom.economictimes.indiatimes.com
2026-07-02
ET Telecom
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2026-07-02
www.digitaltoday.co.kr
2026-07-02
디지털투데이
AI & Enterprise
Qualcomm unveils 'High Bandwidth Compute' as HBM alternative, enters AI chip race
AI Summary
Qualcomm is stepping up its return to the data centre AI chip market with a new memory architecture using LPDDR instead of high-bandwidth memory (HBM). It unveiled High Bandwidth Compute and plans to launch its AI250 inference accelerator in mid-2027. Qualcomm says the near-memory design c