Semiconductor News & Analysis Feed
4338 articles
2026-06-29
eu.36kr.com
2026-06-29
36Kr
NVIDIA has quietly dominated this type of chip
半导体行业观察
2026-06-29 10:27
NVIDIA has ranked first in the data center Ethernet switch market share, with its network business achieving high growth
When it comes to NVIDIA, we often think of their GPUs. Indeed, with its leading CUDA and hardware, NVIDIA's GPUs have become the top choice in the AI market. Through the acquisition of Groq's intellectual p
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
Applied Materials expands packaging equipment lineup to boost HBM, chiplet yields
AI Summary
Applied Materials unveiled six new semiconductor manufacturing tools spanning advanced packaging and DRAM processes, the company said on Sunday. It said AI computing faces a “memory wall” as bandwidth and capacity lag growing model sizes and data throughput, driving demand for high-bandwidth memo
2026-06-29
www.newsday.com
2026-06-29
Newsday
BUSINESS
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. Credit: AP/Ng Han Guan
By The Associated Press
June 29, 2026 12:42 am
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HONG KONG — In the race between the U.S. and China to develop artificial intelligence, the battle ove
2026-06-29
www.reuters.com
2026-06-29
Reuters
__fail__
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Joyce Lee, Hyunjoo Jin and Heekyong Yang
June 28, 2026 4 min read
005930.KS
-8.73%
000660.KS
-9.01%
By Joyce Lee, Hyunjoo Jin and Heekyong Yang
SEOUL, June 29 (Reuters) - South Korea on Monday laid out a sweeping industrial strategy centred on semiconductors and artificial intelligence, as President Lee Jae My
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Jeong Du-yong
Published 2026.06.29. 10:01
The lineup of 3D chip manufacturing equipment for AI semiconductors unveiled by Applied Materials./Courtesy of Applied Materials
Semiconductor equipment corporations Applied Materials unveiled a lineup of 3D chip manufacturing tools for artificial intelligence (AI) semiconductors. The focus is on expanding planarization, deposition and metrology tools
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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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
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
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
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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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
www.upi.com
2026-06-29
upi.com
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2026-06-29
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2026-06-29
WHAS11
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2026-06-29
www.autonews.com
2026-06-29
Automotive News
Kearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
ASML Holding N.V. (ASML) Denies Selling EUV Chipmaking Tool to China Following Report of US Concern
Fatima Gulzar
June 28, 2026 1 min read
ASML.AS
-0.37%
ASML
+3.15%
Trade ASML on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is among the Best Semiconductor Stocks.
On June 19, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) denied ever shipping an EUV lithography machine to C
2026-06-29
www.pcmag.com
2026-06-29
PCMag
Following a big price hike earlier this week, Apple is reportedly lobbying the Trump administration for approval to buy memory chips from Chinese semiconductor firm CXMT.
Apple chalked up the price increases, which hit iPads and MacBooks, to the ongoing memory chip shortage, which is threatening to push up prices for many types of consumer electronics.
CXMT is listed on the government's 1260H li
2026-06-29
www.thetimes.com
2026-06-29
The Times
__fail__
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
ASML (ENXTAM:ASML) Stock Is Getting A New Label In The AI Chip Race
Bailey Pemberton
28 June 2026 4 min read
ASML.AS
-0.37%
ASML
+3.15%
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
ASML Holding is being widely described as the "New OPEC" of chips, reflecting its central role in supplying critical lithography tools for advanced