Semiconductor News & Analysis Feed
890 articles
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-07-01
moneywise.com
2026-07-01
moneywise.com
Dave Smith
Jul 1, 2026
Samsung Electronics and SK Hynix, two of the largest makers of memory chips on the planet, will invest a combined $590 billion alongside the South Korean government to build a sprawling new manufacturing complex in an effort to relieve the AI-driven shortage that has sent the price of computer memory soaring worldwide.
South Korean President Lee Jae Myung, standing alongsi
2026-07-01
www.sammobile.com
2026-07-01
SamMobile
SamMobile has affiliate and sponsored partnerships, we may earn a commission.
Mass production of the company's 1.4nm chips has been delayed by two years compared to its original plan.
Samsung Foundry's Shin Jong-shin delivering a keynote speech during SAFE Forum 2026 event in Korea - Source: Samsung Electronics
Earlier today, Samsung Foundry held its SAFE Forum 2026 event in South Korea. During
2026-07-01
eetimes.com
2026-07-01
EU Chips Act 2.0 gets the plot right: fabs aren’t enough. Europe needs design-layer muscle and multi-foundry freedom.
2026-07-01
www.sammobile.com
2026-07-01
SamMobile
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2026-07-01
eu.36kr.com
2026-07-01
36Kr
Invested by Hinton, Li Feifei and Taiwan Semiconductor Manufacturing Co., with top talents from NVIDIA and Google teaming up to develop chips, the company is valued at 34 billion.
智东西
2026-07-01 11:50
Founded by three Harvard dropouts.
According to a report by Zhidx on July 1st, last night, AI chip unicorn Etched released its first progress report since its establishment, announcing that it has r
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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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
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Infineon, Named
Infineon Named Company to Beat in AI Data Center Power Chips as Shares Surge 114% YTD
Veröffentlicht: 30.06.2026 um 22:13 Uhr, Redaktion boerse-global.de
Gartner names Infineon top AI data center power semiconductor player. Stock surges 114% YTD, with €2.5B AI revenue target for FY2027 and new gate driver launch.
Infineon - Infineon Named Company to Beat in AI Data Center Power C
2026-07-01
simplywall.st
2026-07-01
simplywall.st
Netherlands/Semiconductors/ENXTAM:ASML
ASML (ENXTAM:ASML) Stock Is Now Being Framed As The New OPEC Of Chips
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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ASML Holding (ENXTAM:ASML) is being described as the "New OPEC" of chips as debate grows around record semiconductor sector valuations during the AI boom.
The company’s extreme ultraviolet (EUV) lithography tools are
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
+0.71%
AVGO
-0.83%
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Trading disclosure
Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
AMD confirms plans to incorporate low-power CPU cores into next-generation heterogeneous CPUs to lower power consumption and improve energy efficiency.
2026-07-01
www.wsj.com
2026-07-01
WSJ
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2026-06-30
www.institutmontaigne.org
2026-06-30
Institut Montaigne
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RENCONTRE
CHIPDIPLO Brussels Conference: "Semiconductors Under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0"
9 JULY 2026
Thon Hotel EU, Wetstraat/Rue de la loi 75 , 1040, Brussels, Belgium
PARTICIPATE
Tech & Innovation
Semiconductors have become one of the central arenas of geopolitical competition. Growing tensions between the United States (US) and China are in
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.thelec.net
2026-06-30
thelec.net
Applied Materials’ enhanced Centura Prime Epi system (Photo=Applied Materials)
Applied Materials has introduced six new semiconductor manufacturing systems for DRAM and advanced packaging, expanding its portfolio of 3D semiconductor equipment aimed at improving the performance and power efficiency of next-generation memory used in artificial intelligence (AI) processors.
The company unveiled
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
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Reuters
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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2026-06-30
www.marketscreener.com
2026-06-30
marketscreener.com
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2026-06-30
www.reuters.com
2026-06-30
Reuters
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