Semiconductor News & Analysis Feed
8588 articles
2026-05-27
www.msn.com
2026-05-27
MSN
By Jihoon Lee and Yena Park
SEOUL, May 27 (Reuters) - South Korea's benchmark KOSPI stock index hit an all-time high on Wednesday as SK Hynix joined its memory chip rivals Samsung Electronics and Micron Technology in the $1 trillion market capitalisation club on an AI-driven rally.
The KOSPI rose as much as 5% to 8,450.26, its highest on record, with the sharp gains triggering a "sidecar" curb t
2026-05-27
koreajoongangdaily.joins.com
2026-05-27
Korea JoongAng Daily
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2026-05-27
www.koreaherald.com
2026-05-27
The Korea Herald
AI-driven rally pushes all three global memory chipmakers above trillion-dollar mark
(Yonhap)
SK hynix joined the $1 trillion market capitalization club on Wednesday, meaning the world’s three largest memory chipmakers are now all valued at more than $1 trillion amid the artificial intelligence-driven semiconductor rally.
As of early trading, SK hynix shares were up 9.94 percent, or 204,000 won
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
SK Hynix shares surged over 10%, pushing its market cap past $1 trillion, becoming the third global memory chip company to achieve this. Driven by high-bandwidth memory (HBM) demand for AI servers and its role as a core Nvidia supplier, SK Hynix's stock has gained significantly. Full-year 2026 HBM capacity is sold out, with shortages expected through 2027. Potential labor disruptions at Samsung El
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon’s, Billion
Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and GaN Collide with a Sell Signal
27.05.2026 - 02:59:42 | boerse-global.de
Infineon shares hit 52-week high despite DAX drop, but MWB Research issues sell rating with €60 target. Dresden fab opening and AI revenue goals are key catalysts.
Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and
2026-05-27
www.chosun.com
2026-05-27
조선일보
By Kwak Chang-yeol
Published 2026.05.27. 09:29
Updated 2026.05.27. 10:19
On May 27, 2026, the KOSPI, which breaks through 8,400 for the first time during trading, is displayed on the status board at Hana Bank's dealing room in Jung-gu, Seoul. On this day, the KOSPI starts at 8,242.12, up 194.61 points (2.42%) from the previous day. /News1
The KOSPI surged over 4% immediately after opening on the
2026-05-27
www.cnbc.com
2026-05-27
CNBC
Shares of SK Hynix jumped more than 11% on Wednesday, lifting the South Korean chipmaker’s market capitalization above $1 trillion as investors continued to pile into artificial intelligence-linked semiconductor stocks.
The rally extended a blistering run that has already seen SK Hynix shares skyrocket about 250% since the start of the year, fueled by surging demand for high-bandwidth memory chip
2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
digitimes.com
2026-05-27
SK Hynix has unveiled a new high-bandwidth memory technology designed to reduce heat buildup in next-generation AI systems, as rising computing density turns thermal management into a more critical front for HBM suppliers.
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement has temporarily eased concerns over potential strikes, South Korea's semiconductor industry is increasingly worried that the newly expanded performance bonus structure, which guarantees employees a fixed percentage
2026-05-27
digitimes.com
2026-05-27
Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.
2026-05-27
digitimes.com
2026-05-27
The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.
2026-05-27
digitimes.com
2026-05-27
Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying the showcase will demonstrate integrated capabilities in AI computing storage, high-speed transmission, and reliable data processing. The firm highlighted that as AI expands to endpoint applications, performance and s
2026-05-27
digitimes.com
2026-05-27
Kinpo Electronics outlined its 2026 core strategy at a shareholders' meeting on May 25, centering on "bearing fruit" as it builds on years of product-mix adjustments, expands into AI-related products, and accelerates its shift toward an ODM model.
2026-05-27
digitimes.com
2026-05-27
SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for short-reach AI cluster links. The collaboration could accelerate the commercialization of Micro LED co-packaged optics (CPO) technology and strengthen China's role in global AI infrastructure supply chains, according to
2026-05-27
digitimes.com
2026-05-27
WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics' tentative 2026 wage agreement has cleared a union vote with 73.7% approval, moving a months-long labor dispute closer to settlement while exposing a deeper divide between workers in the company's chip and consumer electronics businesses, according to Korean media reports.
2026-05-27
digitimes.com
2026-05-27
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.