SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

People Power Party's Ahn Cheol-soo Blames Samsung, SK Hynix Leveraged ETFs for KOSPI 'Casino' Market - 조선일보

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news.google.com 2026-07-06 조선일보

Samsung Electro-Mechanics, Sumitomo Chemical to form glass-core venture for chip substrates

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digitimes.com 2026-07-06

Samsung Electro-Mechanics signed a final agreement on July 2 with Sumitomo Chemical's Korean subsidiary Dongwoo Fine-Chem to form a joint venture that will produce glass cores, a key material used in next-generation semiconductor package substrates, the companies said.

Anthropic's reported chip plans with Samsung could ease inference costs, not chase top-end performance

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digitimes.com 2026-07-06

Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper inference rather than elite performance, the startup may be signaling a more pragmatic path that could influence how global AI systems are built and priced.

Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals

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digitimes.com 2026-07-06

Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co

Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

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digitimes.com 2026-07-06

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.

Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

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digitimes.com 2026-07-06

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources.

Watch South Korea's SK Hynix, Samsung to Put AI Trade to the Test | The Pulse 7/6/2026 - Bloomberg.com

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news.google.com 2026-07-06 Bloomberg.com

South Korea's chip hub push, led by Samsung, SK, draws KRW896 trillion — and a market selloff

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digitimes.com 2026-07-06

SK Group, Samsung Electronics, and Amkor will invest a combined KRW896 trillion (US$585.2 billion) to build South Korea's second major semiconductor production base in the country's southwest, the industry ministry said.

Bank of Korea warns Samsung, SK Hynix leveraged ETFs risk volatility - investingLive

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news.google.com 2026-07-06 investingLive

Samsung Galaxy S27 Ultra Leak Reveals 16GB RAM, 2nm Chip, and a Radical Camera Overhaul - finance.biggo.com

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news.google.com 2026-07-06 finance.biggo.com

Ams Osram Lands Nvidia's Seyedi and Pockets €570m from Infineon as AI Photonics Push Accelerates - AD HOC NEWS

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news.google.com 2026-07-06 AD HOC NEWS

Infineon’s Twin Levers for Growth: Early Dresden Fab and ams OSRAM Sensor Deal - AD HOC NEWS

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news.google.com 2026-07-06 AD HOC NEWS