Semiconductor News & Analysis Feed
2655 articles
2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
Bill Gates gives a possessed Doom heavy weapon dude both barrels in a rediscovered Windows 95 plus DirectX gaming presentation.
2026-05-31
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
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2026-05-31
www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Samsung Electronics and SK hynix participated in an investment round for artificial intelligence (AI) company Anthropic.
Anthropic said on May 28 that it raised $65 billion in its Series H funding round. Following the investment, the company's valuation reached $965 billion.
The funding round also included participation from three major memory suppliers: Samsung Electronics, SK hynix and Micron.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
SK hynix's DDR4 DRAM. (Source: SK hynix)
Commodity DRAM and NAND flash prices continued rising in May, setting new record highs.
According to market research firm DRAMeXchange on May 29, the average price of PC-use commodity DDR4 8Gb products reached $20 in May, up 25% from $16 in April. The figure marked another all-time high following last month and represented the highest level since DRAMeXch
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Hong Hao, newly appointed strategic advisor at BOS Semiconductors. (Photo: Hong Hao's LinkedIn)
BOS Semiconductors said on May 29 that it has appointed Hong Hao, former corporate vice president at Intel Foundry, as a strategic advisor.
The company said Hong is expected to contribute to next-generation artificial intelligence (AI) semiconductor strategies and the expansion of its global customer
2026-05-31
www.thelec.net
2026-05-31
thelec.net
AMD appoints Vinay Awasthi, former Qualcomm senior vice president, as senior vice president of sales for the Asia-Pacific and Japan region. (Photo: AMD)
AMD said on May 29 that it has appointed former Qualcomm senior vice president Vinay Awasthi as senior vice president in charge of sales for the Asia-Pacific and Japan (APJ) region.
Based in Singapore, Awasthi will oversee the development and ex
2026-05-31
www.thelec.net
2026-05-31
thelec.net
SemiFive sets up a booth at SAFE Forum 2026 held at Samsung Electronics' US office on May 28. (Photo: SemiFive)
Brandon Cho, chief executive officer of SemiFive, presented the company's "Advanced 3D-IC and Big Die Solutions for AI Innovation" at Samsung Electronics' SAFE Forum 2026 held on May 28 in the US.
Application-specific integrated circuit (ASIC) design based on 3D-IC technology verticall
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
2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
news.google.com
2026-05-31
AD HOC NEWS
2026-05-31
www.kedglobal.com
2026-05-31
KED Global
Korea’s AI memory boom raises once-unthinkable question: Could SK Hynix overtake Samsung?
SK Hynix's logo (Courtesy of Reuters via Yonhap) For decades, one given in South Korea's equity market was that Samsung Electronics Co. is the country's undisputed champion.That assumption is now being tested.As the global artificial intelligence boom drives an extraordinary revaluation of memo
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Choi Eun-kyung
Published 2026.05.31. 13:24
Kwak Noh-jung, SK Hynix CEO, speaks at the '2026 Co-prosperity Council Regular General Meeting' held at the Grand Walkerhill in Gwangjin-gu, Seoul on the 20th. /Courtesy of SK Hynix
Amid Samsung Electronics and SK Hynix stock prices surpassing 300,000 Korean won and 2,000,000 Korean won respectively, it was found that some executives' company stock r
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Kwak Chang-yeol
Published 2026.05.31. 11:28
Updated 2026.05.31. 13:41
ChatGPT
On the 27th, the Korean stock market saw a polarization of capital inflows between Samsung Electronics and SK Hynix in the single-stock leveraged ETF market. A total of 16 leveraged products—8 each for Samsung Electronics and SK Hynix—were simultaneously listed, but the majority of trading volume concentrated on SK
2026-05-31
www.koreatimes.co.kr
2026-05-31
koreatimes.co.kr
A 12-layer sample of Samsung Electronics' seventh-generation High Bandwidth Memory (HBM4E) / Courtesy of Samsung Electronics
Samsung Electronics became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 202
2026-05-31
www.koreaherald.com
2026-05-31
The Korea Herald
Samsung Electronics’ HBM4E 12-layer product, shipped for the first time in the world, is seen in this photo. (Samsung Electronics)
Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing US chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percen
2026-05-31
en.yna.co.kr
2026-05-31
Yonhap News Agency
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period, Micron's market share fe
2026-05-31
www.msn.com
2026-05-31
MSN
Samsung-automotive chip
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period,
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua