Semiconductor News & Analysis Feed
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2026-06-21
hothardware.com
2026-06-21
HotHardware
SK Hynix Fires Back In The AI Memory Race With Next Gen 48GB HBM4E
by Zak Killian — Saturday, June 20, 2026, 02:28 PM EDT
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SK hynix just announced the delivery of its 12-layer HBM4E memory samples to major hardware clients, intensifying the competition to supply the memory backbone for future AI accelerators. The new fat stacks of RAM represent a significant leap in data density and thro
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-20
fourweekmba.com
2026-06-20
FourWeekMBA
AI Memory Profit Supercycle: HBM Operating Income to Hit $94.5 Billion by 2029
AI News / By Gennaro Cuofano / June 20, 2026
AI chatbots like ChatGPT and Claude triggered a scramble for high-bandwidth memory (HBM). The result: a profit supercycle that will take memory chip makers from $42 billion to $94.5 billion in operating income by 2029. The substrate layer of the AI economy is printing money.
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-20
simplywall.st
2026-06-20
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Joins NVIDIA On AI Memory While HBM4E Samples Reach Customers
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
SK hynix (KOSE:A000660) has entered a multiyear co-development partnership with NVIDIA to create advanced AI memory solutions for next-generation platforms.
The company has shipped HBM4E DRAM samples to major custome
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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Quartr
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HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
Less than 1 min read
HBM
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Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
www.techtimes.com
2026-06-19
Tech Times
By Allen Lee
Published: Jun 19 2026, 10:08 AM 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 soaring
2026-06-19
www.thelec.net
2026-06-19
thelec.net
Techwing's Cube Prober, a die-level test handler. (Photo: Techwing)
South Korean semiconductor test component maker TSE is developing a next-generation test handler designed to significantly increase inspection throughput for high-bandwidth memory (HBM) devices, a move that could improve manufacturing efficiency for advanced memory production.
The company said on June 19 that it is jointly devel
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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2026-06-19
www.tradingview.com
2026-06-19
TradingView
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2026-06-19
evertiq.com
2026-06-19
Evertiq
© SK hynix
Electronics Production | June 19, 2026
SK hynix ships samples of 12-layer next-gen HBM4E
Evertiq
The 12-layer HBM4E shows improvements in both performance and power efficiency. The product features a maximum data processing speed of 16Gbps per pin and power efficiency that is up more than 20 percent from previous models.
SK hynix Inc has announced that it has shipped samples of HBM4E,
2026-06-19
en.sedaily.com
2026-06-19
Seoul Economic Daily
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2026-06-19
www.tradingview.com
2026-06-19
TradingView
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HBM: Sales up 4.9% to €2.0bn, stable EBIT, guidance confirmed amid uncertainty
HBM: Sales up 4.9% to €2.0bn, stable EBIT, guidance confirmed amid uncertainty
Less than 1 min read
HBM
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Net sales grew 4.9% year-over-year to €2.0 billion, with strong gains in Other European Countries and continued market share expansion. Adjusted EBIT was stable, and full-year guidance is confirmed
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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HBM: Sales up 4.9% to EUR 2.0bn, market share gains, stable EBIT, guidance confirmed
HBM: Sales up 4.9% to EUR 2.0bn, market share gains, stable EBIT, guidance confirmed
Less than 1 min read
HBM
0
Net sales grew 4.9% to EUR 2.0 billion in Q1 2026/27, with strong European market share gains and resilient online growth. Adjusted EBIT remained stable, while net income declined due to
2026-06-19
www.digitimes.com
2026-06-19
digitimes
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2026-06-19
digitimes.com
2026-06-19
SK Hynix is reported to have held a private meeting with U.S. Deputy Secretary of State Allison Hooker, with industry sources speculating the discussions covered high-bandwidth memory cooperation with major U.S. technology firms and potential semiconductor investment expansion.
2026-06-19
www.hpcwire.com
2026-06-19
HPCwire
www.hpcwire.com
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2026-06-18
en.sedaily.com
2026-06-18
Seoul Economic Daily
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2026-06-18
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2026-06-18
upi.com
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2026-06-18
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2026-06-18
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美国内存技术公司Netlist周三宣布，已在美国国际贸易