Semiconductor News & Analysis Feed
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron New York Megafab With Bechtel Reshapes AI Memory Supply Story
Simply Wall St
Thu, June 11, 2026 at 7:11 AM PDT 5 min read
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Micron Technology (NasdaqGS:MU) has selected Be
2026-06-11
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2026-06-11
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South Korea/Semiconductors/KOSE:A000660
SK Hynix NVIDIA AI Memory Pact And What It May Mean For Valuation
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix and NVIDIA have agreed a multiyear technology partnership to co-develop and supply next generation memory solutions for AI infrastructure, personal AI, and robotics platforms.
The collaboration covers co-enginee
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia (NVDA) Valuation Check After Major South Korea AI Memory And Data Center Agreements
Simply Wall St
Wed, June 10, 2026 at 5:20 PM PDT 3 min read
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NVIDIA (NVDA) just signed multi-year agreement
2026-06-09
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2026-06-09
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2026-06-09
digitimes.com
2026-06-09
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in years.
2026-06-09
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips
The partnership targets HBM4 memory for Nvidia's Vera Rubin platform, with initial deliveries planned for Q3 2026.
2026-06-09
www.sdxcentral.com
2026-06-09
SDxCentral
SK Hynix secures multiyear Nvidia deal to develop next-gen AI memory
Co-engineering pact expanded as Nvidia looks to ensure future hardware to sustain AI infrastructure buildout
June 08, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
SK Hynix secured a multiyear partnership with Nvidia to develop next-generation hardware for so-called AI
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Jerry Owens
Published: Jun 08 2026, 13:00 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
Micro
2026-06-08
www.theinformation.com
2026-06-08
The Information
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2026-06-08
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2026-06-08
Techzine Global
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SK Hynix is in Nvidia’s good graces for AI memory
MELS DEES
Jun 8, 2026, 5:07 PM GMT+8
Nvidia and SK Hynix are further expanding their partnership with a multi-year agreement to develop new generations of AI memory and infrastructure technology. At the same time, Nvidia CEO Jensen Huang (photo) confirmed that the company’s new Vera processor uses DRAM memory from SK Hynix.
A
2026-06-08
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2026-06-08
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2026-06-08
www.telecompaper.com
2026-06-08
Telecompaper
Nvidia and SK Hynix have announced a multiyear technology partnership to develop next-generation memory technologies for AI infrastructure and expand collaboration on semiconductor design and manufacturing. The agreement is intended to align SK Hynix's memory development and supply plans with NVIDIA's AI infrastructure roadmap as demand for AI computing systems continues to grow.
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Micron Selloff Tests AI Memory Hopes Valuation And Insider Signals
Simply Wall St
Sun, June 7, 2026 at 9:41 PM PDT 3 min read
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Micron Technology (NasdaqGS:MU) shares saw a sharp multi day decline during a globa
2026-06-08
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2026-06-08
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2026-06-07
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2026-06-07
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2026-06-05
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2026-06-05
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2026-06-05
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2026-06-05
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2026-06-05
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2026-06-05
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2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
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SK Group Chairman Chey Tae-won and TSMC Chairman C.C. Wei agreed to expand cooperation in High Bandwidth Memory (HBM) and advanced packaging to meet AI technology trends. SK Hynix will integrate its HBM technology with TSMC's advanced packaging, both increasing capacity. The HBM market is projected to grow significantly, yet supply remains tight. This partnership aims to solidify SK Hynix's leader