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2026-07-02
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft - Zacks Investment Research
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www.zacks.com 2026-07-02 Zacks Investment Research
2026-07-02
Cohu Is Riding AI and HBM Trends But Execution Still Matters - Zacks Investment Research
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www.zacks.com 2026-07-02 Zacks Investment Research
2026-07-02
TSMC wins approval for US$20 billion investment in Arizona unit - Focus Taiwan
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focustaiwan.tw 2026-07-02 Focus Taiwan
2026-07-02
Micron Technology Announces $250 Mln Investment In Trump Accounts - RTTNews
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news.google.com 2026-07-02 RTTNews
2026-07-02
Shareholders Demand Report Meeting on Samsung, SK Hynix Mega Investments - 조선일보
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www.chosun.com 2026-07-02 조선일보
2026-07-02
(LEAD) Samsung, SK hynix to build HBM packaging fabs in Chungcheong region as part of 392 tln won in total investment - Yonhap News Agency
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en.yna.co.kr 2026-07-02 Yonhap News Agency
2026-07-02
Samsung, SK hynix to build HBM packaging fabs in Chungcheong region as part of W392tr in total investment - The Korea Herald
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www.koreaherald.com 2026-07-02 The Korea Herald
2026-07-02
Samsung, SK hynix to build HBM packaging fabs in Chungcheong region as part of $252.5 bil. in total investment - The Korea Times
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www.koreatimes.co.kr 2026-07-02 The Korea Times
2026-07-02
Samsung, SK hynix to build HBM packaging fabs in Chungcheong region as part of 392 tln won in total investment - Yonhap News Agency
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en.yna.co.kr 2026-07-02 Yonhap News Agency
2026-07-02
Verkada takes Nvidia investment to expand its physical AI platform - SiliconANGLE
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siliconangle.com 2026-07-02 SiliconANGLE
2026-07-02
Trump says Micron will donate $250M to his investment initiative for children - Baton Rouge Business Report
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www.businessreport.com 2026-07-02 Baton Rouge Business Report
2026-07-02
Trump Hypes Micron’s $250 Million ‘Trump Accounts’ Investment: Potential Ripples for Micron and Major Tech ETFs - TipRanks
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www.tipranks.com 2026-07-02 TipRanks
2026-07-01
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing - Zacks Investment Research
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www.zacks.com 2026-07-01 Zacks Investment Research
2026-07-01
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally - Zacks Investment Research
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www.zacks.com 2026-07-01 Zacks Investment Research
2026-07-01
South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem
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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
China's chip material makers riding the AI boom close in on Japan
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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
Interview: Qnity races to secure advanced materials capacity
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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.
2026-07-01
Micron CEO on memory chip shortage: Customers' aggressive price pressure has led to insufficient capacity investment. - 富途牛牛
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news.futunn.com 2026-07-01 富途牛牛
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2026-07-01
ASML Set to Benefit from Increased Semiconductor Investments - GuruFocus
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www.gurufocus.com 2026-07-01 GuruFocus
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2026-07-01
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader? - Zacks Investment Research
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www.zacks.com 2026-07-01 Zacks Investment Research
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