Semiconductor News & Analysis Feed
82 articles
2026-06-25
letsdatascience.com
2026-06-25
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FUNDING & BUSINESS
south korea
semiconductors
government investment
Korean President and Samsung Discuss Chip Cluster
3 sources
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June 25, 2026
6.2
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President Lee Jae Myung met with Samsung Electronics Co. Chairman Lee Jae-yong on Thursday to discuss plans for regional semiconductor investments in the southern
2026-06-24
letsdatascience.com
2026-06-24
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FUNDING & BUSINESS
micron
memory
hbm
ai infrastructure
Micron Reaches $1 Trillion Market Value
6 sources
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June 24, 2026
7.2
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Micron Technology briefly surpassed a $1 trillion market capitalization in late May 2026 after a jump in its share price, driven by investor expectations about accelerating AI demand for memor
2026-06-22
letsdatascience.com
2026-06-22
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INFRASTRUCTURE
sk hynix
samsung electronics
hbms
memory chips
SK Hynix Overtakes Samsung in South Korea Market Value
8 sources
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June 22, 2026
7.0
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Reuters and multiple outlets reported that SK Hynix on June 22, 2026, briefly overtook Samsung Electronics to become South Korea's most valuable listed company, driven by
2026-06-22
letsdatascience.com
2026-06-22
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INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
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June 21, 2026
5.2
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
PRODUCTS & TOOLS
nvidia
openclaw
ai agents
enterprise ai
Nvidia Endorses OpenClaw, Advances Agent Blueprints for Enterprise Agents
4 sources
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June 21, 2026
5.8
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Nvidia's Nader Khalil spoke with The New Stack about the company's backing of the open-source OpenClaw agent framework and its Agent Toolkit blueprints. Kha
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
FUNDING & BUSINESS
lg
nvidia
ai robotics
partnership
LG Executives Visit Nvidia to Deepen AI and Robotics Ties
4 sources
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June 21, 2026
6.5
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The Korea Times reports that senior executives from LG Group affiliates are scheduled to visit Nvidia headquarters in California on Monday (local time) to negotiate pract
2026-06-21
news.google.com
2026-06-21
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2026-06-21
letsdatascience.com
2026-06-21
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FUNDING & BUSINESS
nvidia alumni
venture network
ai infrastructure
startup investing
Ex-Nvidia Leaders Form EverGreen to Back AI Startups
3 sources
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June 21, 2026
6.2
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EverGreen, a global network of NVIDIA alumni formally launched in March 2026, received broader attention after Business Insider profiled the effort in Jun
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
INFRASTRUCTURE
qualcomm
npu
compiler
edge inference
Researcher Uncovers Qualcomm NPU Compiler Internals
1 sources
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June 20, 2026
6.2
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Sagnik Bhattacharjee (datavorous) published a June 2026 reverse-engineering analysis of stripped shared-object files from Qualcomm QAIRT v2.46.0.260424, targeting libHtpPrepare.so u
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
FUNDING & BUSINESS
micron
semiconductors
ai investing
earnings
Micron Earnings Test AI-Driven Chip Rally Momentum
5 sources
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June 20, 2026
5.8
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Investors are treating Micron Technology's quarterly report on June 24 as a key test of AI-driven semiconductor demand, Reuters reports. Micron's shares have risen about 298% thi
2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
FUNDING & BUSINESS
infineon
power semiconductors
data centers
siC gan
Infineon Expands AI Investments, Targets Data Center Revenue Growth
3 sources
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June 19, 2026
6.9
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TradingView reports that Infineon Technologies is increasing AI-related investment to about €2.7 billion in the current fiscal year, up from a p
2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
INFRASTRUCTURE
memory chips
dram
nand
ai infrastructure
Global Memory Chip Market Grows Fourfold in 2026
2 sources
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June 19, 2026
6.8
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Counterpoint Research data, as reported by Yonhap and The Korea Times, projects the global memory chip market will reach approximately 1,500 trillion won in 2026, a 4.2-times i
2026-06-18
letsdatascience.com
2026-06-18
Let's Data Science
INFRASTRUCTURE
semiconductors
foundry market
supply chain
TSMC Capacity Crisis Benefits Samsung Foundry
4 sources
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June 18, 2026
7.0
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TSMC's leading-edge capacity is fully locked up by NVIDIA, Apple, and Broadcom, prompting a wave of customer conversations with Samsung Foundry. According to Nikkei Asia, AMD is in talks
2026-06-18
letsdatascience.com
2026-06-18
Let's Data Science
INFRASTRUCTURE
apple
memory chips
supply chain
ai hardware
Apple Signals Price Hikes Amid Memory Chip Shortage
11 sources
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June 18, 2026
6.9
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Apple plans to raise prices on its products to offset soaring memory and storage chip costs, CEO Tim Cook told The Wall Street Journal in an interview published June 17, 2026. Cook sa
2026-06-18
letsdatascience.com
2026-06-18
Let's Data Science
INFRASTRUCTURE
hbm4e
sk hynix
memory
ai infrastructure
SK hynix Ships 12-Layer HBM4E Samples to Customers
5 sources
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June 17, 2026
7.1
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Photo: manilatimes.net · rights & takedowns
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SK hynix announced it has shipped samples of its 12-layer HBM4E high-bandwidth memory to major customers, according to a PR Newswire release carried by Manila Times, Morningstar and ot
2026-06-16
letsdatascience.com
2026-06-16
Let's Data Science
INFRASTRUCTURE
tsmc
chip packaging
cowos
copos
TSMC highlights CoWoS strength over panel packaging for largest AI chips
1 sources
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June 16, 2026
6.8
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At TSMC's European Technology Symposium, Kevin Zhang, TSMC's senior vice president of business development and global sales and deputy co-COO, said that panel-l
2026-06-16
letsdatascience.com
2026-06-16
Let's Data Science
FUNDING & BUSINESS
micron
hbm
market analysis
semiconductors
Micron's Sold-Out HBM Capacity Creates June 24 Catalyst
1 sources
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June 15, 2026
5.5
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A Market Analysis highlights that Micron Technology Inc has sold out its HBM capacity and identifies June 24 as a make-or-break catalyst. The analysis also covers
2026-06-13
letsdatascience.com
2026-06-13
Let's Data Science
INFRASTRUCTURE
hardware pricing
gpus
nvidia
market trends
Nvidia raises RTX Pro 6000 Blackwell price
2 sources
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June 13, 2026
5.5
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Per Tom's Hardware, Nvidia's official Marketplace now lists the RTX Pro 6000 Blackwell Workstation Edition at $13,250, a 55% increase over its MSRP compared with a year earlier. T
2026-06-12
letsdatascience.com
2026-06-12
Let's Data Science
FUNDING & BUSINESS
tsmc
foundry
institutional holdings
semiconductors
Harvard Increases Stake in Taiwan Semiconductor (TSM)
5 sources
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June 12, 2026
6.8
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Harvard Management significantly increased its holding in Taiwan Semiconductor Manufacturing Co. (TSM), reporting 686,796 shares valued at $232.1 million as of Q1 2026, pe
2026-06-11
letsdatascience.com
2026-06-11
Let's Data Science
FUNDING & BUSINESS
nvidia
ai infrastructure
earnings
datacenter
Nvidia Reports Strong AI-driven Revenue and Guidance
1 sources
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June 11, 2026
8.0
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Seeking Alpha reports that Nvidia posted Q1 revenues up 85% year-over-year to $81.6B, with gross margins at 75%, driven by robust demand for AI infrastructure. The a