Semiconductor News & Analysis Feed
250 articles
2026-06-05
news.google.com
2026-06-05
Techzine Global
2026-06-04
news.google.com
2026-06-04
TIKR.com
2026-06-04
www.tradingkey.com
2026-06-04
TradingKey
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
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.techtimes.com
2026-06-04
Tech Times
By Kyle Belmonte
Published: Jun 03 2026, 12:57 PM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soa
2026-06-03
tomshardware.com
2026-06-03
Luke James
Samsung displayed its first physical mockup of HBM5 memory at Computex 2026 in Taipei, pairing the eighth-generation AI memory with a new in-package cooling structure.
2026-06-03
www.airliquide.com
2026-06-03
Air Liquide
Contact
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Air Liquide announces milestone investment in South Korea to support SK hynix’s advanced AI memory chip project
Paris, France, June 03, 2026 Press Releases Group
Air Liquide has signed a major long-term contract with SK hynix, a global leader in memory semiconductors. The Group will bring its pioneering solutions to SK hynix’s massive industrial project dedicated to advanced p
2026-06-03
sourceability.com
2026-06-03
Sourceability
The semiconductor industry continues to experience massive shifts as the result of uncontrollable AI demand. Recently, Micron joined the ranks of Nvidia in the trillion-dollar market value club thanks to enormous opportunities tied to AI-driven memory demand.
Consecutively, the ongoing legal dispute involving Wingtech and Nexperia reflects the increasing complexity of geopolitical influences in
2026-06-02
simplywall.st
2026-06-02
simplywall.st
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2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.techzine.eu
2026-06-02
Techzine Global
2 MIN
DEVICES
SK Hynix to double wafer capacity amid AI memory shortage
ERIK VAN KLINKEN
2026年6月2日 GMT+8 17:20
The memory crunch is raising prices for hyperscalers, enterprises and consumers. SK Hynix is benefitting enormously from it, just like the other two major memory manufacturers Micron and Samsung. However, unlike those two rivals, SK Hynix plans to double its memory-chip wafer production
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.theinvestor.co.kr
2026-06-02
theinvestor.co.kr
Third meeting this year underscores growing partnership ahead of Nvidia's Vera Rubin rollout, rising demand for HBM
Nvidia CEO Jensen Huang (left) and SK Group Chairman Chey Tae-won pose for a photo during their meeting in Taipei, Monday. (SK hynix)
SK Group Chairman Chey Tae-won met Nvidia Chief Executive Officer Jensen Huang in Taipei, Taiwan on Monday for talks on artificial intelligence memo
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.zacks.com
2026-06-02
Zacks Investment Research
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.tradingkey.com
2026-05-31
TradingKey
SK Hynix leads in HBM market share and profitability, driven by its high-margin HBM business and purer memory focus. Samsung Electronics, while larger in scale and demonstrating strong risk resilience, is accelerating its catch-up in HBM. Investors seeking high growth may prefer SK Hynix, while those prioritizing stability might favor Samsung, especially if its HBM4 strategy succeeds. Both are acc
2026-05-29
digitimes.com
2026-05-29
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the company. The move underscores intensifying competition among memory suppliers as demand accelerates for higher-performance components used in AI computing systems.
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an