Semiconductor News & Analysis Feed
7410 articles
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorgan Chase, knocking on the door.
One of the next artificial intelligence (AI) stocks to reach $1 trillion in market cap should be the Dutch semiconductor company ASML (
ASML
+3.18%
).
Currently, ASML is the world's 20th-largest company, with a market cap of about $693 billion. B
2026-06-29
wccftech.com
2026-06-29
Wccftech
Given the sheer scale of disruption emanating from the ongoing global memory 'chipflation,' it was only a matter of time before the so-called 'Big Three' - Samsung, SK hynix, and Micron - were dragged into a courtroom on allegations of collusion and price-fixing, as appears to have happened last week, just as Apple cited soaring memory prices for implementing a slew of price hikes.
2026-06-29
news.google.com
2026-06-29
EE Times Asia
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
asia.nikkei.com
2026-06-29
Nikkei Asia
Data center builder says the 350-megawatt campus will be in Batam
Firmus says it will use Nvidia chips for its Indonesian data center and sell Nvidia-powered cloud services to "AI-native" customers. (Source photos by Getty and Ken Kobayashi)
SYDNEY -- Australian data center builder Firmus will partner with chip giant Nvidia to build a 350-megawatt "AI factory" in Indonesia to provide cloud compu
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
www.chosun.com
2026-06-29
조선일보
By Kim Seung-hyeon
Published 2026.06.29. 12:00
Updated 2026.06.30. 13:58
The national regional economic growth rate recorded 3.8% year-on-year in the first quarter (January–March) of this year, driven by a boom in the semiconductor industry, a key sector. Chungcheongbuk-do, home to semiconductor clusters including the SK Hynix Cheongju plant, grew 13.8% year-on-year, the highest among 17 provinc
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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美光财报碾压预期，更凭千亿美元长单锁定AI内存超级周期。但暴涨后的大跌揭示了市场隐忧：极致定价下，利好即出尽。这千亿订单虽焊死了利润下限，却也给AI牛市的估值天花板戴上了紧箍咒。
6月24日盘后，美光交出了人类存储芯片史上最炸
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
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2026-06-29
www.chosun.com
2026-06-29
조선일보
By Kim Kyeong-pil
Published 2026.06.29. 08:57
Updated 2026.06.30. 11:50
People Power Party lawmaker Ahn Cheol-soo attends the party's general meeting of lawmakers held at the National Assembly on the 18th. /Newsis
Ahn Cheol-soo, a People Power Party lawmaker, claimed on the 29th that the government-led semiconductor investments by Samsung Electronics and SK Hynix in the Honam region would "produ
2026-06-29
www.finsmes.com
2026-06-29
FinSMEs
www.finsmes.com
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2026-06-29
www.thelec.net
2026-06-29
thelec.net
(Source: SemiFive)
SemiFive, a custom application-specific integrated circuit (ASIC) company, has generated its first mass production revenue from an overseas customer since its establishment.
The company announced on June 26 that it had secured a production purchase order (PO) worth approximately 11 billion won from a Japanese artificial intelligence (AI) semiconductor company.
The order cover
2026-06-29
www.thelec.net
2026-06-29
thelec.net
Warning signs are emerging over the supply of high-purity carbon dioxide (CO2) used in advanced semiconductor manufacturing processes, industry sources said on June 26.
The shortage stems from a sharp decline in the production of raw CO2 as operating rates at oil refineries and petrochemical plants have fallen. Semiconductor manufacturers and gas suppliers typically maintain about two weeks of in
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
digitimes.com
2026-06-29
Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex, lending corporate backing to South Korea's plan to build a second chip production base in Gwangju and the broader Jeolla region in the country's southwest.
2026-06-29
globallegalchronicle.com
2026-06-29
Global Legal Chronicle
globallegalchronicle.com
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2026-06-29
digitimes.com
2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-29
digitimes.com
2026-06-29
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.