Semiconductor News & Analysis Feed
2232 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings
Marc Guberti, The Motley Fool
Wed, July 1, 2026 at 8:12 AM PDT 3 min read
MU
-4.71%
SNDK
-7.26%
NVDA
+0.71%
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Trading disclosure
Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology's (
MU
5.25%
) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told investors to expect more than 20% sequential growth for its fiscal 2026 fourth quarter.
Naturally, investors piled into Micron after earnings, but it's not the only winner. Sandisk (
SNDK
7.42%
) might be the better play po
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%
Rebecca Payne
Wed, July 1, 2026 at 7:30 AM PDT 4 min read
005930.KS
-6.25%
MU
-4.71%
000660.KS
-5.68%
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An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up
2026-07-01
moneywise.com
2026-07-01
moneywise.com
Rebecca Payne
Jul 1, 2026
An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up prices for manufacturers and consumers.
The class-action lawsuit was filed in the U.S. District Court for the Northern District of California against chip giants Samsung, SK Hynix and Micro
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
__fail__
2026-07-01
www.eejournal.com
2026-07-01
EEJournal
July 1, 2026
Keysight and WIN Semiconductors Collaborate to Cut Design Risk for High Frequency RF Components
New GaN MMIC design workflow reduces fabrication risk for 5G, satellite and defense applications
Keysight Technologies, Inc. (NYSE: KEYS) and WIN Semiconductors Corp. today announced a joint MMIC design workflow that enables GaN MMIC design houses to achieve first pass tapeout success. The
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
If you purchased shares of Micron Technology (
MU
5.25%
) and Sandisk (
SNDK
7.42%
) stock at the beginning of the year, you look like an absolute genius right now. The stocks have performed remarkably well, with Micron rising 325%, and Sandisk delivering nearly 900% gains. Most investors see those returns over decades, not months.
But there's a growing question investors must answer: Is there ro
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
moneywise.com
2026-07-01
moneywise.com
Dave Smith
Jul 1, 2026
Samsung Electronics and SK Hynix, two of the largest makers of memory chips on the planet, will invest a combined $590 billion alongside the South Korean government to build a sprawling new manufacturing complex in an effort to relieve the AI-driven shortage that has sent the price of computer memory soaring worldwide.
South Korean President Lee Jae Myung, standing alongsi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, SK Hynix To Build Four New Chip Plants As South Korea Unveils $520 Billion AI Push
Namrata Sen
Wed, July 1, 2026 at 4:00 AM PDT 6 min read
000660.KS
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005930.KS
-6.25%
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Samsung Electronics Co., Ltd. and SK Hynix plan to build two new semiconductor fabrication plants each
2026-07-01
tomshardware.com
2026-07-01
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
2026-07-01
biz.chosun.com
2026-07-01
Chosunbiz
By
Jeong Du-yong
Published 2026.07.01. 17:17
SK hynix business sites in Icheon, Gyeonggi./Courtesy of News1
SK hynix will use funds raised through the issuance of American depositary shares (ADS) for a Nasdaq listing in the United States to expand domestic production facilities, invest in advanced packaging equipment, and introduce extreme ultraviolet (EUV) lithography equipment. The amended reg
2026-07-01
www.gasworld.com
2026-07-01
gasworld
© Air Liquide
Air Liquide to build gas plants for SK Hynix’s US chip facility
By Molly Burgess
6 days ago
1 min read
Bookmark
Industrial gas major Air Liquide will invest more than $170m in two gas production plants in Indiana to supply ultra-pure gases to South Korean chipmaker SK Hynix’s first semiconductor facility in the US.
Air Liquide will build, own, and operate the plants, supplying larg
2026-07-01
finance.biggo.com
2026-07-01
BigGo Finance
The AI computing arms race is spreading from chip design into foundational manufacturing and interconnect architectures. South Korea's government and its two memory titans recently unveiled an unprecedented semiconductor investment plan, while parallel industry discussions about "optical HBM" breaking the memory wall are setting the stage for a shakeup in the global memory and AI hardware supply c
2026-07-01
www.airliquide.com
2026-07-01
Air Liquide
Contact
Close popin
Air Liquide invests over 170M USD in the U.S. to support SK hynix’s ambition to build a global AI memory ecosystem
Paris, France, July 01, 2026 Press Releases Group Industry
As part of a long-term contract, Air Liquide will build, own and operate two new production units in the state of Indiana to deliver ultra-pure gases to the first U.S. fab of SK hynix, a South Korean globa
2026-07-01
www.koreaherald.com
2026-07-01
The Korea Herald
AI memory boom is reshaping investor perceptions of Korea's two chip giants
Samsung Electronics (left) and SK hynix logos (Yonhap)
Samsung Electronics' 26-year reign as the benchmark Kospi's most valuable company came to an end on June 22, when its crosstown rival SK hynix briefly overtook the tech giant in market capitalization.
While Samsung Electronics' lead remains solid when preferred shar
2026-07-01
www.pcmag.com
2026-07-01
PCMag Middle East
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] Intel Reportedly Breaks Ground on Santa Clara Expansion for Next-Gen EUV Mask Capacity
2026-07-01 Semiconductors editor
News
Please note that this article cites information from Wccftech, Tom’s Hardware, San Francisco Business Times and CNBC.
As interest in Intel’s foundry services continues to grow among a broader range of tech giants like Apple and NVIDIA, the chipmaker is accel
2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
high bandwidth memory
semiconductor investment
south korea
samsung
Samsung and SK Hynix Commit Trillions to AI Chip Capacity
7 sources
|
July 1, 2026
|
By LDS Team
8.1
Relevance Score
Photo: japantimes.co.jp · rights & takedowns
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Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in combined investment tied to South Korea's national semic
2026-07-01
www.starnewskorea.com
2026-07-01
starnewskorea.com
*This content was translated by AI.
Shin Jin-seo, 9-dan. /Photo=Korea Baduk Association
World-renowned top player Shin Jin-seo (26), 9-dan, will compete in a handicap game against the Go artificial intelligence (AI) KataGo.
The 'SSEN Math · The Korea Economic Daily (Hankyung) Gishinjeon ()', organized by Korea Baduk Association and hosted by The Korea Economic Daily (Hankyung) Media Group, with