Semiconductor News & Analysis Feed
20 articles
2026-07-31
au.finance.yahoo.com
2026-07-31
UBS initiated coverage of SK Hynix with a Buy rating and a $204 price target, citing elevated memory profitability driven by AI demand. The firm argues that current market valuations underestimate SK Hynix’s long-term ROE potential, which it estimates at 40.2% for 2027–2031, compared to the historic
2026-07-29
news.google.com
2026-07-29
2026-07-28
news.google.com
2026-07-28
2026-07-28
news.google.com
2026-07-28
2026-07-28
news.google.com
2026-07-28
2026-07-27
www.ibtimes.com.au
2026-07-27
China's newly listed memory chip company CXMT surged 465% on its Shanghai Stock Exchange debut, becoming the country's most valuable listed firm. This event has reignited debate in South Korea’s semiconductor industry about whether CXMT poses a genuine long-term threat to Samsung Electronics and SK
2026-07-24
au.finance.yahoo.com
2026-07-24
2026-07-22
au.finance.yahoo.com
2026-07-22
2026-07-22
au.finance.yahoo.com
2026-07-22
2026-07-20
www.marketsandmarkets.com
2026-07-20
2026-07-20
au.finance.yahoo.com
2026-07-20
2026-07-20
www.marketsandmarkets.com
2026-07-20
2026-07-17
tomshardware.com
2026-07-17
Australian Prime Minister Anthony Albanese announced plans to establish 'Australian Standards for AI,' aiming to create a national regulatory framework for AI companies operating in the country. As backlash against data center expansion intensifies in the U.S. and Europe, AI hyperscalers are increas
2026-07-15
www.pv-magazine-australia.com
2026-07-15
2026-07-14
news.google.com
2026-07-14
2026-07-13
news.google.com
2026-07-13
2026-07-13
news.google.com
2026-07-13
2026-07-13
news.google.com
2026-07-13
2026-07-13
news.google.com
2026-07-13
2026-07-09
au.finance.yahoo.com
2026-07-09
Micron Technology announced on July 9, 2026, that it is accelerating its U.S. semiconductor manufacturing investment plan and celebrated the first concrete pour at its new facility in Clay, New York. This milestone marks the transition from site preparation to vertical construction, occurring more t