Semiconductor News & Analysis Feed

20 articles
2026-10-01
www.businesskorea.co.kr 2026-10-01
Samsung's potential shareholder returns exceeding 600 trillion won (~$430B) mark a watershed for Korean semiconductors, crystallizing the extraordinary profitability of the AI-driven memory supercycle. The concurrent record Q3 operating profit forecasts for Samsung and SK Hynix confirm that the cycl
2026-09-30
news.google.com 2026-09-30
2026-09-29
www.businesskorea.co.kr 2026-09-29
2026-09-28
www.businesskorea.co.kr 2026-09-28
2026-09-28
news.google.com 2026-09-28
2026-09-28
www.businesskorea.co.kr 2026-09-28
2026-09-28
www.businesskorea.co.kr 2026-09-28
The record-breaking Q3 earnings of Samsung Electronics and SK hynix underscore a structural shift in the global memory semiconductor market driven by unprecedented AI data center demand. Rather than a cyclical upswing, analysts increasingly characterize the current environment as a supply-demand imb
2026-09-23
www.businesskorea.co.kr 2026-09-23
2026-09-21
www.businesskorea.co.kr 2026-09-21
2026-09-18
www.businesskorea.co.kr 2026-09-18
2026-09-16
www.businesskorea.co.kr 2026-09-16
2026-09-15
www.businesskorea.co.kr 2026-09-15
2026-09-14
www.businesskorea.co.kr 2026-09-14
2026-09-14
www.businesskorea.co.kr 2026-09-14
2026-09-14
www.businesskorea.co.kr 2026-09-14
2026-09-11
www.businesskorea.co.kr 2026-09-11
Samsung Electronics is driving a broad recovery in its semiconductor business by expanding its share in the high-bandwidth memory (HBM) market and improving foundry process yields. According to a report by KB Securities, Samsung’s HBM market share is expected to rise from 33% in Q2 to around 40% in
2026-09-10
news.google.com 2026-09-10
2026-09-10
www.businesskorea.co.kr 2026-09-10
2026-09-10
www.businesskorea.co.kr 2026-09-10
2026-09-08
www.businesskorea.co.kr 2026-09-08