Semiconductor News & Analysis Feed
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2026-06-29
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2026-06-29
WEEX
SK Hynix stock has had one of the more eventful weeks in its recent history, and today the story got bigger.
Samsung announced a 648 trillion won investment plan, approximately $480 billion in Korean semiconductor infrastructure, adding fuel to an already accelerating narrative around Korea's position at the center of the global AI memory supply chain. Combined with the broader government-backed
2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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South Korea plans up to $1.3 trillion in tech investments led by Samsung and SK Hynix
The semiconductor superpowers are betting big on AI-driven chip demand with a decade-long spending spree that coul
2026-06-29
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2026-06-29
Electronics Weekly
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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.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
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
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.tdtnews.com
2026-06-29
Temple Daily Telegram
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2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
TSMC accelerates local DRAM supply chain with Winbond collaboration
The chip giant is teaming up with Winbond to build 3D wafer-on-wafer stacked DRAM in Taiwan, targeting edge AI workloads
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.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
www.investing.com
2026-06-29
Investing.com
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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