Semiconductor News & Analysis Feed
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Apollon Wealth Management LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Apollon Wealth Management increased its stake in Taiwan Semiconductor Manufacturing by 5.0% in the first quarter, adding 1,764 shares to bring its total to 36,942 shares valued at about $12.5 million.
Several ot
2026-06-29
stocktwits.com
2026-06-29
Stocktwits
stocktwits.com
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2026-06-29
www.benzinga.com
2026-06-29
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.digitimes.com
2026-06-29
digitimes
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising...
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2026-06-29
www.tradingview.com
2026-06-29
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Stocktwits
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Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
1 min read
005930
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KEY POINTS:
Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to local media re
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan · Stocktwits
Yuvraj Malik
June 29, 2026 2 min read
005930.KS
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Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to
2026-06-29
semiengineering.com
2026-06-29
Semiconductor Engineering
Specification engineering is gaining traction as a potential solution to the verification bottleneck.
EDA vendors and their customers are looking at a different way to tackle the semiconductor verification bottleneck, combining AI with massive simulations to create a single reference point for designs.
The goal is to reduce the time to sign off with better coverage and more confidence by leverag
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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2026-06-29
www.digitimes.com
2026-06-29
digitimes
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2026-06-29
www.allaboutcircuits.com
2026-06-29
All About Circuits
www.allaboutcircuits.com
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2026-06-29
www.eenewseurope.com
2026-06-29
eeNews Europe
The European Commission has approved €76 million in German State aid for QuantumDiamonds GmbH to build what is expected to be the EU’s first production facility for quantum sensor-based semiconductor testing equipment in Munich. The project is designed to strengthen Europe’s semiconductor supply chain and support the goals of both the European Chips Act and the proposed Chips Act 2.0.
2026-06-29
www.weex.com
2026-06-29
WEEX
SK Hynix stock has had one of the more eventful weeks in its recent history, and today the story got bigger.
Samsung announced a 648 trillion won investment plan, approximately $480 billion in Korean semiconductor infrastructure, adding fuel to an already accelerating narrative around Korea's position at the center of the global AI memory supply chain. Combined with the broader government-backed
2026-06-29
www.daily-sun.com
2026-06-29
daily-sun.com
www.daily-sun.com
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2026-06-29
eu.36kr.com
2026-06-29
36Kr
Semiconductor Equipment, New Opportunities
半导体行业观察
2026-06-29 12:11
The iteration of chip manufacturing processes has spawned new golden opportunities for the semiconductor equipment industry.
The sense of smell of capital always detects the industry trend first. Recently, Nearfield Instruments, a Dutch unicorn in the semiconductor metrology field, announced the completion of a Series D financing
2026-06-29
www.koreaherald.com
2026-06-29
The Korea Herald
Four new southwest memory fabs, HBM packaging hubs aim to double Korea's DRAM capacity, cement AI-era leadership
From left: SK Group Chairman Chey Tae-won, President Lee Jae Myung and Samsung Electronics Chairman Lee Jae-yong hold hands after announcing corporate investment plans at Cheong Wa Dae in Seoul on Monday. (Yonhap)
South Korea is betting nearly 900 trillion won ($583 billion) that the
2026-06-29
evertiq.com
2026-06-29
Evertiq
© Liviorki for Evertiq_new technologies
Business | June 29, 2026
Aeva adopts Cadence Tensilica Vision DSP to boost lidar performance
Evertiq
Cadence Tensilica Vision DSPs deliver a unique combination of programmability and performance, enabling Aeva to add flexibility, scalability and customizations to the lidar processing pipeline.
Aeva, a California-based company, has licensed Cadence Tensilica
2026-06-29
www.tradingview.com
2026-06-29
TradingView
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Reuters
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Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Refinitiv
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2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.coindesk.com
2026-06-29
CoinDesk
South Korea's two largest chipmakers are committing about $518 billion to new factories to meet demand for artificial-intelligence chips in a further sign of just how much capital AI is drawing in from everywhere else, crypto included.
Samsung Electronics and SK Hynix plan to invest roughly 800 trillion won, about $518 billion, to build four new chip fabrication plants in South Korea's southwest,