Semiconductor News & Analysis Feed
1102 articles
2026-07-09
digitimes.com
2026-07-09
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.
2026-07-09
digitimes.com
2026-07-09
Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Todayand KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end
2026-07-09
digitimes.com
2026-07-09
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.
2026-07-09
digitimes.com
2026-07-09
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 ZDNetKoreasay the near-term case for the technology has weakened even though its long-term relevance remains intact.
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg
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2026-07-09
www.bloomberg.com
2026-07-09
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2026-07-09
www.benzinga.com
2026-07-09
Benzinga
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Samsung's profits jumped 1,800% and beat Apple and Nvidia — and investors dumped the stock anyway
Chris Morris
Wed, July 8, 2026 at 9:35 AM PDT 4 min read
The selloff in semiconductor stocks worsened this week as shares in Samsung Electronics tumbled, despite a very optimistic earnings report.
Shares of the electronics giant were off 6.25% Wednesday on the South Korean stock market. (The company
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
www.barrons.com
2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
biz.chosun.com
2026-07-08
Chosunbiz
By
Jeong Du-yong
Published 2026.07.08. 18:10
The Samsung Electronics booth is set up at Nano Korea 2026 at KINTEX Exhibition Hall 1 in Goyang, Gyeonggi Province, on the 8th./Courtesy of Jeong Doo-yong
On the afternoon of the 8th, halls 3 and 4 of Exhibition Center 1 at Kintex in Goyang, Gyeonggi Province. Even during weekday daytime hours, the "Nano Korea 2026" exhibition hall bustled with visit
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Supplier Samsung Advances Vera Rubin
Moz Farooque ACCA
July 8, 2026 1 min read
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This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) supplier Samsung Electronics (SSNLF) has started mass production of its PM1763 enterprise SSD, a next-generation storage drive set to be integrated into Nvidia's Vera Rubin AI
2026-07-08
www.kedglobal.com
2026-07-08
The Korea Economic Daily Global Edition
Samsung to begin world’s 1st mass production of HBM4 in 3rd week of February for Nvidia’s Vera Rubin
Samsung's HBM4 and GDDR7 chips on display at its booth during the Gyeongju APEC CEO Summit meeting in October 2025 (Courtesy of News1) Samsung Electronics Co. will launch the world’s first mass production and shipments of next-generation high-bandwidth memory, HBM4, shortly after the Luna
2026-07-08
www.msn.com
2026-07-08
MSN
Record profit shock: Samsung posted a 19-fold jump in quarterly operating profit, yet its shares and other chip stocks slumped as investors questioned AI chip demand sustainability.
AI rally doubts: Fears over easing supply constraints and rising competition, including from China’s DeepSeek, triggered heavy selling in semiconductor stocks worldwide.
Market-wide impact: The sell-off dragged down
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
Samsung Electronics (
SSNLF
+0.00%
) just issued preliminary results pointing to the most profitable quarter in its history. The South Korean electronics giant said Tuesday that it expects second-quarter operating profit of about 89.4 trillion won, or roughly $58 billion. That is a more than 19-fold jump from a year ago. And revenue is expected to come in around 171 trillion won, up about 129% yea
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Samsung's Preliminary Quarterly Profit Just Jumped 19-Fold -- and Micron Stock Fell on the News. Here's Why.
Daniel Sparks, The Motley Fool
Tue, July 7, 2026 at 9:00 PM PDT 5 min read
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Samsung Electronics (OTC: SSNLF) just issued preliminary results pointing to the most profitable quarter in its history
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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