Semiconductor News & Analysis Feed
21816 articles
2026-06-29
www.electronicsweekly.com
2026-06-29
Electronics Weekly
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2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung and SK Hynix Fall Despite Separate $1.3 Trillion Chip Plans
Darryn Pollock
June 28, 2026 2 min read
005930.KS
-9.75%
000660.KS
-10.58%
005380.KS
-8.07%
373220.KS
-8.74%
Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won fr
2026-06-29
www.digitimes.com
2026-06-29
digitimes
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly...
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2026-06-29
www.whalesbook.com
2026-06-29
Whalesbook
Apple and Microsoft have increased prices on key electronics due to a persistent global memory chip shortage. Driven by surging demand for artificial intelligence, the supply crunch is expected to last until 2028, despite massive capital spending by major chip manufacturers. For investors, this indicates ongoing pressure on product margins and supply chains in the global tech hardware sector.
Wha
2026-06-29
beincrypto.com
2026-06-29
BeInCrypto
Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won from a Friday close of 339,500 won. SK Hynix fell 3.4% to 2,583,000 won from 2,673,000 won. The KOSPI settled near 8,258, down from 8,411.
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2026-06-29
www.houstonchronicle.com
2026-06-29
Houston Chronicle
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2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Infineon Named Company to Beat in AI Data Center Power
By TimesTech -
June 29, 2026
0
98
In a recent report AI Vendor Race Infineon Is the Company to Beat in AI Data Center Power Semiconductors, Gartner examined the fast-evolving market for AI data center power semiconductors and identified Infineon Technologies AG as “the company to beat” in this space. The report cites Infineon
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Applied Materials Stock In Focus After Samsung And SK Hynix Spending Plans
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Samsung Electronics and SK Hynix just laid out plans to spend up to $1.3t over the next decade on semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, and the immediate share price reaction was r
2026-06-29
www.ndtvprofit.com
2026-06-29
NDTV Profit
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2026-06-29
technode.global
2026-06-29
TNGlobal
NVIDIA and Australia’s AI facilitator Firmus Technologies will jointly provide global AI-native, enterprise, and ISV customers access to NVIDIA’s AI accelerated computing stack, with the infrastructure to be deployed at Firmus’ Batam campus in Indonesia.
In a statement on Monday, Firmus said it has reached a partnership with NVIDIA for the move. The Australian firm expects to receive between $25
2026-06-29
www.aol.com
2026-06-29
AOL.com
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by 2028
DAVE KOVALESKI, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 sto
2026-06-29
kdhnews.com
2026-06-29
The Killeen Daily Herald
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2026-06-29
www.tdtnews.com
2026-06-29
Temple Daily Telegram
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2026-06-29
www.ottumwacourier.com
2026-06-29
Ottumwa Courier
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2026-06-29
www.record-eagle.com
2026-06-29
Traverse City Record-Eagle
AP
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market
By CHAN HO-HIM - AP Business Writer Jun 29, 2026
1 of 4
A worker stands near
2026-06-29
apnews.com
2026-06-29
AP News
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. (AP Photo/Ng Han Guan)
Visitors pass near the Huawei booth during the MWC26 in Shanghai, China on June 24, 2026. (Chinatopix via AP)
Visitors pass near the Atlas 950 SuperPod on display at the Huawei booth during the MWC26 in Shanghai, China on June 24, 2026. (Chinatopix
2026-06-29
www.independent.co.uk
2026-06-29
The Independent
News
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market
Chan Ho-Him
Monday 29 June 2026 05:39 BST
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
1 / 4
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. (AP Photo/Ng Han Guan)
CHAN HO-HIM
June 28, 2026 6 min read
HONG KONG (AP) — In the race between