Semiconductor News & Analysis Feed
21733 articles
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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2026-06-29
news.google.com
2026-06-29
ChartMill
2026-06-29
qz.com
2026-06-29
qz.com
A new semiconductor manufacturing hub in southwestern South Korea is set to receive a combined 800 trillion won ($520 billion) commitment from Samsung Electronics and SK Hynix, with each chipmaker pledging to construct two fabrication plants there as memory chip demand tied to artificial intelligence continues to outpace what current facilities can supply.
South Korean President Lee Jae Myung ann
2026-06-29
www.techloy.com
2026-06-29
Techloy
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Nvidia vs Huawei: How China's AI Chip Market Went From 95% to Almost Nothing
U.S. export controls handed Huawei China's AI chip market, and Nvidia's own CEO now says the company is effectively foreclosed from competing there.
Jun 29, 2026
by Ogbonda Chivumnovu
Nvidia once had 95% market share of AI chips in China. B
2026-06-29
www.mobileworldlive.com
2026-06-29
Mobile World Live
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.huaweicentral.com
2026-06-29
Huawei Central
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Nvidia sales slip in Chinese AI chip market as Huawei gains lead
Published
1 week ago
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June 29, 2026
By
Emiko Matsui
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US-China tech tensions are really affecting Nvidia more than Huawei and the former has lost in the Chinese AI chip sales market this time, as the Ascend chipset maker gained ground.
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
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Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand
2026-06-29
timesofindia.indiatimes.com
2026-06-29
The Times of India
The TOI Tech Desk is a dedicated team of journalists committed to delivering the latest and most relevant news from the world of technology to readers of The Times of India. TOI Tech Desk’s news coverage spans a wide spectrum across gadget launches, gadget reviews, trends, in-depth analysis, exclusive reports and breaking stories that impact technology and the digital universe. Be it how-tos or th
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Wins BioNeMo Partners As Jamendo Suit Tests Its AI Expansion
June 29, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) has launched its BioNeMo Agent Toolkit, which is being adopted by life sciences and biotech companies including Tecan, Biolevate, Simulations Plus, Sigmatic Sciences, and HighRes.
The c
2026-06-29
www.bisinfotech.com
2026-06-29
Bisinfotech
www.bisinfotech.com
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2026-06-29
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2026-06-29
GamesIndustry.biz
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SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM market
Lawyers claim that the trio has cut the supply of consumer – or 'conventional' – DRAM in defiance of "all economic and business logic"
Image credit: Igor Omilaev via Unsplash
News by Alex Forbes-Calvin Contributor
Published on June 29, 2026
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2026-06-29
news.google.com
2026-06-29
Benzinga
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Firmus, Nvidia partner to build 170,000-GPU AI facility in Indonesia
Anwesha Pattanaik
June 29, 2026 2 min read
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Australian AI infrastructure startup Firmus Technologies has announced a long-term partnership with Nvidia to establish a dedicated AI campus in Batam, Indonesia.
The campus will provide large-scale AI computing resources for ente
2026-06-29
news.google.com
2026-06-29
Fortune
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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Reference #18.cb69dc17.1783403435.30d777bd
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2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.trendforce.com
2026-06-29
TrendForce
[News] Samsung, SK hynix, Micron Face U.S. Class-Action Lawsuit Over Alleged DRAM Supply Manipulation
2026-06-29 Semiconductors editor
News
Please note that this article cites information from IT Chosun, Wccftech, and The Biz.
The world’s three largest memory chipmakers—Samsung, SK hynix, and Micron—are facing a U.S. class-action lawsuit. According to IT Chosun, 17 U.S. consumers allege