Semiconductor News & Analysis Feed

3 Beaten Down AI Semiconductor Giants of 1H 2026 That Could Soar in 2H Nalak Das Wed, July 8, 2026 at 5:42 AM PDT 7 min read NVDA +4.06% QCOM -3.20% AVGO +1.32% Explore stocks on Coinbase Trading disclosure The artificial intelligence (AI) infrastructure trade has shifted from pure-play semiconductors to other AI-powered data center infrastructure. These include AI-powered memory and storage devi

By Lee Hai-woon Published 2026.07.02. 00:31 Updated 2026.07.02. 09:51 On the 1st, the KOSPI closed down 2.04% at 8,303.41. Notably, Samsung Electronics and SK Hynix, the semiconductor "top two," fell 5.84% and 3.40%, respectively, with larger declines than the KOSPI. Earlier, on June 29, the government announced the "three mega projects," including the construction of semiconductor fabs (factori

US-China trade war EconomyGlobal Economy Exclusive Dutch semiconductor giants join delegation to China as US pushes chip export curbs: source The Netherlands has protested Washington’s proposed Match Act, which would further curtail its semiconductor firms’ business in China 2-MIN READ 11 Listen Make SCMP preferred on Google Xiaofei Xuin Paris Published: 5:30pm, 24 Jun 2026Updated: 5:32pm, 24 Ju

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