Semiconductor News & Analysis Feed
1102 articles
2026-07-10
www.koreajoongangdaily.com
2026-07-10
Korea JoongAng Daily
2026-07-10
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2026-07-10
digitimes
2026-07-10
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2026-07-10
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2026-07-10
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2026-07-10
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2026-07-10
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2026-07-10
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2026-07-10
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2026-07-10
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2026-07-10
digitimes.com
2026-07-10
Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening a new front in the competition over advanced memory performance, yield and supply.
2026-07-10
digitimes.com
2026-07-10
Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing that market expectations in several areas have run ahead of reality.
2026-07-10
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2026-07-10
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2026-07-09
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2026-07-09
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2026-07-09
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2026-07-09
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2026-07-09
Seoul Economic Daily
2026-07-09
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2026-07-09
Seoul Economic Daily
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2026-07-09
biz.chosun.com
2026-07-09
Chosunbiz
By
Choi Hyo-jung
Published 2026.07.09. 15:56
Intel is preparing a new gambit for its next-generation 1.4-nanometer (14A2) process. It is reportedly reviewing a hybrid structure that supplies power to both the front and back of the chip simultaneously. In the race for next-generation processes, it has once again opted for technology with high manufacturing difficulty. The industry is paying atten
2026-07-09
www.businessinsider.com
2026-07-09
Business Insider
Kioxia may have become Japan's most valuable company amid the AI boom, but South Korea's chip giants still hold a structural edge, according to the Bain Capital executive who led the company's buyout from Toshiba.
"The reason South Korean companies are so successful in the semiconductor industry is the powerful top-down leadership and ownership structures of the chaebol conglomerates like Samsung
2026-07-09
nai500.com
2026-07-09
NAI500
On July 7, JPMorgan (JPM) issued a research report stating that Samsung Electronics (005930.KS) disclosed strong preliminary results for the second quarter of 2026, with core profit metrics easily beating market expectations that had been lowered earlier. Despite a one-time provision of more than 15 trillion won in massive labor cost reserves in the first half of the year, the company demonstrated
2026-07-09
www.digitimes.com
2026-07-09
digitimes
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
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2026-07-09
www.digitimes.com
2026-07-09
digitimes
Samsung Electronics and SK Hynix may take longer than expected to adopt hybrid bonding in next-generation high-bandwidth memory, as industry sources cited by ZDNetKorea say the near-term case for the technology has weakened even though its long-term...
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2026-07-09
en.sedaily.com
2026-07-09
Seoul Economic Daily
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2026-07-09
digitimes.com
2026-07-09
The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.