Semiconductor News & Analysis Feed
21869 articles
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Chae Je-u
Published 2026.06.29. 11:28
Updated 2026.06.30. 13:55
Graphics by Kim Sung-kyu
On the 29th, while Samsung Electronics and SK Hynix both showed weakness, construction stocks in the Honam region—where semiconductor factories of the two companies are set to be built—surged to their upper limits.
According to the Korea Exchange, as of 11:10 a.m. that day, Samsung Electronics and SK Hyn
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.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.techbuzz.ai
2026-06-29
The Tech Buzz
Investors just hit the brakes on South Korea's chip ambitions. Samsung Electronics and SK Hynix saw their shares plunge Monday after reports emerged that both companies are preparing to unveil investment plans totaling a staggering $1.3 trillion. The market's harsh reaction signals growing concern that the AI memory boom might be turning into a capital-intensive arms race that could squeeze return
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
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2026-06-29
Stocktwits
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is Micron Stock Rising Nearly 1% Overnight?
Yuvraj Malik
June 28, 2026 3 min read
MU
+0.94%
SNDK
-0.03%
WDC
+7.14%
Explore stocks on Coinbase
Trading disclosure
Susquehanna hiked its price target on MU to $2,000, the highest on Wall Street.
Analysts highlight that Micron's long-term customer agreements have significantly improved revenue visibility.
MU stock has increased nearly four times
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Jeong Du-yong
Published 2026.06.29. 10:51
/Synopsis
Semiconductor design software corporations Synopsys presented its "silicon-to-systems" vision as its product development strategy for the age of artificial intelligence (AI). The aim is to respond to an environment where decisions made at the semiconductor design stage determine the performance and reliability of end products such as automob
2026-06-29
english.cw.com.tw
2026-06-29
天下雜誌
english.cw.com.tw
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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.cnbc.com
2026-06-29
CNBC
Shares of Samsung Electronics
and SK Hynix
declined on Monday after South Korea unveiled sweeping artificial intelligence and semiconductor mega-projects expected to attract hundreds of billions of dollars in investment over the coming years.
Samsung Electronics’ stock was down 4.8%, while SK Hynix erased early losses of a near 6% decline to fall 1.6%.
President Lee Jae Myung announced plans t
2026-06-29
news.google.com
2026-06-29
매일경제
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated...
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
carnewschina.com
2026-06-29
CarNewsChina.com
EV
BYD Seal tests new driving tech to counter Nvidia dominance
3 min to read
Jun 29, 2026 3:27 AM CEST
Adrian Leung
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BYD Seal electric sedans have begun undergoi
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.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
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
www.reuters.com
2026-06-29
Reuters
__fail__
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