Semiconductor News & Analysis Feed
10780 articles
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.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)
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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.theinformation.com
2026-07-02
The Information
How Small Firms Use Claude to Quit Salesforce
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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
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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.
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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
Calculate Embedded Emissions for Unwrought Aluminium (HS7601)
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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
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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
2026-07-02
www.12news.com
2026-07-02
12News
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2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
This undated file photo shows SK hynix Inc.'s factory in Cheongju, 113 kilometers south of Seoul. (SK hynix Inc.)
An industrywide 392 trillion-won ($252.5 billion) investment will be injected into the central Chungcheong area, including high bandwidth memory fabs and packaging facilities by Samsung Electronics Co. and SK hynix, as part of the government's drive to spread artificial intelligence-l
2026-07-02
telecom.economictimes.indiatimes.com
2026-07-02
ET Telecom
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2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
An artist's rendering of SK hynix's P&T7 packaging fab in Cheongju, North Chungcheong Province / Courtesy of SK hynix
An industrywide 392 trillion-won ($252.5 bil.) investment will be injected into the central Chungcheong area, including high bandwidth memory (HBM) fabs and packaging facilities by Samsung Electronics and SK hynix, as part of the government's drive to spread artificial intelligenc
2026-07-02
www.digitaltoday.co.kr
2026-07-02
디지털투데이
AI & Enterprise
Qualcomm unveils 'High Bandwidth Compute' as HBM alternative, enters AI chip race
AI Summary
Qualcomm is stepping up its return to the data centre AI chip market with a new memory architecture using LPDDR instead of high-bandwidth memory (HBM). It unveiled High Bandwidth Compute and plans to launch its AI250 inference accelerator in mid-2027. Qualcomm says the near-memory design c
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