Semiconductor News & Analysis Feed
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2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.techbuzz.ai
2026-07-02
The Tech Buzz
The semiconductor selloff that hammered Wall Street just went global. Samsung Electronics and SK Hynix shares crashed more than 7% in early Thursday trading as Korea's KOSPI joined the chip rout, sending shockwaves through the AI infrastructure supply chain. The plunge marks a dramatic reversal for the two memory giants that have been riding the AI boom, raising fresh questions about whether the m
2026-07-02
tspasemiconductor.substack.com
2026-07-02
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2026-07-02
www.digitimes.com
2026-07-02
digitimes
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Software/NasdaqGS:CDNS
Should Stable Earnings Estimates and Favorable Zacks Rank Require Action From Cadence Design Systems (CDNS) Investors?
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, analysts highlighted that Cadence Design Systems is expected to post strong earnings growth, with consensus earnings estimates remaining stable and supporting a
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-02
www.theinformation.com
2026-07-02
The Information
How Small Firms Use Claude to Quit Salesforce
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2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
3 min read
MPWR
+1.04%
TXN
+2.91%
OLED
−0.83%
PI
+0.26%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Stephan Zizala, Division President Edge Systems at Infineon. Credit: Infineon
Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial sensing and adding roughly 230 employees across three new locations.
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2026-07-02
www.digitimes.com
2026-07-02
digitimes
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
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2026-07-02
www.openpr.com
2026-07-02
openPR.com
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2026-07-02
www.chosun.com
2026-07-02
조선일보
By Lee Hai-woon
Published 2026.07.02. 09:08
Updated 2026.07.02. 18:09
Mark Zuckerberg, Meta CEO, and the Meta logo. /Yonhap
On July 1, news that Meta, the parent company of Facebook and Instagram, is entering the AI (artificial intelligence) cloud infrastructure business shook global stock markets. While Meta’s stock surged 9% as the move was seen as a positive development for discovering new re
2026-07-02
www.chosun.com
2026-07-02
조선일보
By Park Ji-min
Published 2026.07.02. 11:00
Updated 2026.07.02. 13:52
Min Kyung-kwon, Representative of the Republic of Korea Shareholder Movement Headquarters. /Yonhap
A group of minority shareholders has demanded that Samsung Electronics and SK Hynix place their large-scale investment plans on the agenda for shareholder meetings.
The Korea Shareholders’ Movement Headquarters stated on July 2,
2026-07-02
biz.chosun.com
2026-07-02
Chosunbiz
By
Jeong Du-yong
Published 2026.07.02. 11:39
Kwak Noh-jung, CEO (President) of SK hynix, announces an investment plan at the National Briefing on the Development Vision for Advanced Industries in the Chungcheong Region, presided over by President Lee Jae-myung, in Asan, South Chungcheong Province, on the 2nd./Courtesy of Yonhap News
SK hynix will invest 100 trillion won in the Chungcheong region
2026-07-02
biz.chosun.com
2026-07-02
Chosunbiz
By
Hwang Min-gyu
Published 2026.07.02. 11:12
Lee Jae-yong, chair of Samsung Electronics, delivers a welcome address at the national briefing on the Chungcheong advanced industry development vision presided over by President Lee Jae-myung in Asan, South Chungcheong, on the 2nd. /Courtesy of Yonhap News
Samsung said on the 2nd at the Chungcheong Advanced Industry Development Vision national briefi
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Pullback Puts Its Undervalued Narrative To The Test
July 02, 2026
Simply Wall St
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Tradr ETFs has launched a new Cboe-listed leveraged ETF that seeks to deliver two times the daily performance of Tower Semiconductor (NasdaqGS:TSEM), putting fresh attention on how the stock trades around short term moves.
See our
2026-07-02
en.yna.co.kr
2026-07-02
Yonhap News Agency
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SEOUL, July 2 (Yonhap) -- An industrywide 392 trillion-won (US$252.5 billion) investment will be injected into the central Chungcheong area, including high bandwidth memory (HBM) fabs and packaging facilities by Samsung Electronics Co. and SK hynix, as part of the government's drive to spread artificial intell
2026-07-02
www.alcircle.com
2026-07-02
AL Circle
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2026-07-02
letsdatascience.com
2026-07-02
Let's Data Science
INFRASTRUCTURE
hbm packaging
semiconductor investment
south korea
semiconductors
Samsung and SK hynix Build HBM Packaging Fabs
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July 2, 2026
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By LDS Team
7.4
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Photo: newsimg.koreatimes.co.kr · rights & takedowns
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Samsung Electronics and SK hynix will build new high-bandwidth memory (HBM) packaging fabs in South Korea's Chungcheong region as part of a