Semiconductor News & Analysis Feed

Samsung Electronics has seen a strong stock rally, reflecting market confidence in its semiconductor leadership. The company's financial position is robust, with cash reserves rising to 189.95 trillion KRW in the first half of 2026, and combined with SK Hynix, the two Korean memory giants now hold 2

Qualcomm's $3.9 billion acquisition of Modular marks a pivotal strategic shift in its AI data center ambitions. This move underscores Qualcomm's vision of a future where compute is no longer defined by a single chip but by a distributed, heterogeneous system. Modular's platform aims to unify the AI

India is advancing its strategic position in the global semiconductor industry through a $10.8 billion fund under the India Semiconductor Mission 2.0 (ISM 2.0), aiming to build a domestic semiconductor ecosystem through manufacturing investments, design incentives, and talent attraction. Micron's op

Amazon is expanding its semiconductor footprint by planning to sell its in-house AI chips directly to external customers, marking a strategic shift from cloud service provider to chip manufacturer. Its latest Trainium AI chip series, particularly the Trainium3, is built on TSMC's 3nm process and des