Semiconductor News & Analysis Feed

350 articles
2026-07-02
news.google.com 2026-07-02 Bloomberg.com
2026-07-02
www.alcircle.com 2026-07-02 AL Circle
2026-07-02
digitimes.com 2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-01
finance.yahoo.com 2026-07-01 Yahoo Finance
2026-07-01
digitimes.com 2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
digitimes.com 2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
2026-07-01
digitimes.com 2026-07-01
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.
2026-07-01
digitimes.com 2026-07-01
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.
2026-07-01
digitimes.com 2026-07-01
South Korea is moving to build a complete semiconductor supply chain modeled on Taiwan's technology corridor, but Gudeng chairman Bill Chiu said the hardest part to replicate is not science parks or fabrication plants, but Taiwan's deeply rooted supply chain culture.
2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / Reuters / Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news More news from Reuters C Dec 22, 2025 Reuters Mergers and acquisitions Dec 22, 2025 Reuters KALENDER-Termine Politik/Vermi
2026-06-30
www.marketscreener.com 2026-06-30 marketscreener.com
Access Denied You don't have permission to access "http://www.marketscreener.com/news/samsung-sk-hynix-mega-south-korea-chips-gamble-tests-optimism-of-ai-cycle-ce7f5fdcd88ff02c" on this server. Reference #18.de5ec817.1783435637.70948c03 https://errors.edgesuite.net/18.de5ec817.1783435637.70948c03
2026-06-30
www.reuters.com 2026-06-30 Reuters
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2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / Reuters / Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news Dow Jones Newswires Sign up to read this news Quartr TBRG: Merger and executive compensation proposals both received majori
2026-06-30
www.tweaktown.com 2026-06-30 TweakTown
South Korea is investing $520 billion in Samsung and SK Hynix to build more HBM fabs for AI South Korean President Lee Jae Myung has announced a $520 billion USD public and private investment for Samsung and SK Hynix to build more HBM fabs. VIEW GALLERY - 2 Kosta Andreadis Senior Editor Published Jun 30, 2026 1:31 AM CDT 1 minute & 15 seconds read time TL;DR: South Korea is investing $520 billio
2026-06-30
www.moomoo.com 2026-06-30 Moomoo
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2026-06-30
digitimes.com 2026-06-30
South Korea is overhauling its semiconductor manufacturing footprint to secure an edge in the AI era, drawing direct inspiration from a fierce competitor: Taiwan.
2026-06-30
digitimes.com 2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com 2026-06-30
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 ​billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to meet projected AI memory demand.
2026-06-30
digitimes.com 2026-06-30
South Korea's inventories of high-purity carbon dioxide, a critical material used in advanced semiconductor manufacturing, have fallen below normal buffer levels, raising procurement concerns across the chip industry, according to The Elec.
2026-06-30
siliconangle.com 2026-06-30 SiliconANGLE
The South Korean government today announced a 900 trillion won, or $584 billion, initiative to grow the country’s chip manufacturing capacity. Officials also plan to build about $357 billion worth of artificial intelligence data centers.  The chip manufacturing initiative will be led by Samsung Electronics Co. and SK hynix Inc., which intend to open two new fabs apiece. Most of South Korea’s sem