Semiconductor News & Analysis Feed
5393 articles
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
2026-07-01
digitimes.com
2026-07-01
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.
2026-07-01
digitimes.com
2026-07-01
Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency, challenging the long-standing dominance of Japanese suppliers in a global market valued at US$73.2 billion.
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
news.futunn.com
2026-07-01
富途牛牛
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2026-07-01
www.techbuzz.ai
2026-07-01
The Tech Buzz
Micron Technology CEO Sanjay Mehrotra just dropped a truth bomb about why the memory chip industry can't keep up with AI demand. Years of customers squeezing suppliers on price left chipmakers chronically underinvested in new capacity, he revealed in remarks to CNBC. The admission comes as memory prices surge and tech giants scramble for high-bandwidth memory chips essential for AI data centers.
2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
Chipmakers not named Nvidia
soared in the second quarter as investors widened their artificial intelligence portfolios, with Micron
and Intel
more than tripling in value and Advanced Micro Devices
not far behind.
Those three companies gained about $2 trillion in combined market cap in the period and are now the 10th, 11th and 12th most valuable U.S. tech companies.
While AI chipmaker Nvidia
2026-07-01
siliconangle.com
2026-07-01
SiliconANGLE
Agentic AI is driving key technology providers to rethink the computing architecture required to run rapidly expanding autonomous systems.
In response to this challenge, two leading tech companies have recently unveiled a key milestone involving system-level validation for an entire rack-scale architecture. In June, CoreWeave Inc. and Nvidia Corp. announced the first bring-up and validation of Nv
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
eetimes.com
2026-07-01
Satellites are getting brains...and fevers. See how telemetry, heat control, and AI are turning spacecraft into self-protecting machines.
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes
Luke Juricic
June 30, 2026 4 min read
2330.TW
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NVDA
+0.71%
TSM
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Trading disclosure
Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) is accelerating development of a next-generation AI chip packaging technology called CoPoS that shifts production from round 12-inch wafe
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
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) And Amkor Sign 10 Year Arizona Chip Packaging Deal
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC and Amkor have agreed to a 10 year partnership focused on advanced semiconductor packaging and testing in Arizona.
The collaboration is aimed at supporting US chip supply for AI and high performance computing applica
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds
Nauman Khan
June 30, 2026 1 min read
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
MRVL
-7.45%
AVGO
-0.83%
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Trading disclosure
This article first appeared on GuruFocus.
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall Street
Artificial intelligence traded higher Tuesday, helping pu
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
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Trading disclosure
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall