Semiconductor News & Analysis Feed
32 articles
2026-07-06
digitimes.com
2026-07-06
China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.
2026-07-03
pulse2.com
2026-07-03
Pulse 2.0
2026-07-01
digitimes.com
2026-07-01
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
2026-06-29
www.turkiyetoday.com
2026-06-29
Türkiye Today
S
outh Korea unveiled a nearly $1.2 trillion public-private investment plan on Monday to expand semiconductor manufacturing and artificial intelligence infrastructure, with Samsung Electronics and SK hynix leading the country's largest-ever push to strengthen its position in the global AI supply chain.
The strategy combines an 800 trillion won ($518.2 billion) investment in new semiconductor fabr
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
www.upi.com
2026-06-29
upi.com
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2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
TrueNorth maps AI investment cycle shifts to power semiconductors
NVIDIA's move to 800V power distribution is quietly reshaping where semiconductor dollars flow, and it's not GPUs anymore
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
siliconangle.com
2026-06-23
SiliconANGLE
Realizing value from AI investment has become the ultimate prize for most enterprises today. This requires the ability of data and compute to work together, a key mission for the partnership between Nvidia Corp. and DataDirect Networks Inc.
Both companies have been collaborating on solutions that facilitate consumption of AI across an organization, with a focus on optimizing the use of GPUs insid
2026-06-19
www.ept.ca
2026-06-19
Electronic Products & Technology
Analysis from TechInsights finds AI is fundamentally reshaping semiconductor economics, supply chains and technology development
Artificial intelligence (AI) is driving unprecedented growth in the semiconductor industry, with global revenues projected to exceed $2 trillion by 2027, according to TechInsights. The sector recently surpassed the $1 trillion revenue mark, marking one of the fastest ex
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
|
June 19, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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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
2026-06-16
astanatimes.com
2026-06-16
The Astana Times
BY AIDA HAIDAR in EDITOR’S PICKS, INTERNATIONAL on 16 JUNE 2026
ASTANA — Kazakhstan signed $10 billion worth of agreements with the United States AI infrastructure company Firebird and technology leader NVIDIA to develop large-scale artificial intelligence infrastructure, marking one of the country’s most ambitious technology investments to date.
The agreements, signed following a June 16 meetin
2026-06-05
www.techtimes.com
2026-06-05
Tech Times
By Richard L. Wells
Published: Jun 05 2026, 10:10 AM EDT
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Open AI CEO Sam Altman talks to reporters after meeting with Sen. Bernie Sanders (I-VT) in the Dirksen Senate Office Building on Capitol Hill on June 03, 2026 in Washington, DC. Altman met with Congressional leadership, including Senate M
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
www.heygotrade.com
2026-06-04
Gotrade
AI Investment Theme: Nvidia, Japan, and Long-Term Picks
Rendy Andriyanto
Gotrade Team
Jun 4, 2026
Reviewed by Gotrade Internal Analyst
Gotrade News - The AI investment theme heats up as Nvidia moves to reinvent the PC with its RTX Spark superchip. Nvidia's data center revenue hit $75.2 billion last quarter.
The shift toward on-device agentic AI opens fresh opportunities across the chip and cloud
2026-06-03
simplywall.st
2026-06-03
simplywall.st
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