Semiconductor News & Analysis Feed
684 articles
2026-06-16
uk.investing.com
2026-06-16
Investing.com UK
uk.investing.com
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2026-06-16
wccftech.com
2026-06-16
Wccftech
Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand for AI chips in the current buildout as memory production constraints have pushed prices up. The financial firm believes that the value of memory chips in the AI ecosystem will become the most impo
2026-06-16
wccftech.com
2026-06-16
Wccftech
The compact space inside smartphones makes it difficult to adopt High Bandwidth Memory (HBM), not to mention the thermal problem, but a rumor claims that Chinese smartphone brands have a custom-made Low Latency Wide DRAM (LLW) that adopts a similar integrated design as the aforementioned technology. While the design isn’t “true HBM,” it aims to resolve the performance bottleneck issue that LPDDR R
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Micron’s, HBM
Micron’s HBM Production Is Sold Out Through 2026, but the Stock’s Next Move Hinges on June 24 Earnings
15.06.2026 - 09:31:26 | boerse-global.de
Micron sold all HBM output for 2026 under multi-year contracts; 2027 capacity already queued. Stock up 750% in a year, but near-term direction depends on June 24 Q3 earnings report.
Micron’s - Micron’s HBM Production Is Sold Out Through 202
2026-06-15
www.astutegroup.com
2026-06-15
Astute Group
www.astutegroup.com
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2026-06-15
www.digitimes.com
2026-06-15
digitimes
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
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2026-06-15
www.trendforce.com
2026-06-15
TrendForce
[News] SK hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key Customers
2026-06-15 Semiconductors editor
News
Please note that this article cites information from Newsis, The Chosun Daily and Yonhap News.
Samsung announced the start of HBM4E sampling in late May and later unveiled an HBM5 mock-up for the first time at COMPUTEX 2026. Against this backdr
2026-06-15
news.google.com
2026-06-15
AASTOCKS.com
2026-06-15
www.aastocks.com
2026-06-15
AASTOCKS.com
HBM HOLDINGS-B (02142.HK) +0.450 (+4.487%) Short selling $6.89M; Ratio 22.802% opened 1.99% higher today, reaching an intraday peak of HKD10.58. It is now trading at HKD10.54, up 5.08%, with turnover of 0.739 million shares, involving HKD7.7142 million.
Data
Last Update: 2026/06/15 10:26
HBM HOLDINGS-B
Cumulative performance
-13.82%
YTD
-18.19%
1-Month
Data
Last Update: 2026/06/1
2026-06-15
news.google.com
2026-06-15
AASTOCKS.com
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Microns, HBM
Micron's HBM Capacity Is Sold Out Through 2026 — Now the Stock Faces a Fed-Week Gauntlet
14.06.2026 - 18:32:07 | boerse-global.de
Micron sold all 2026 HBM chips, but stock with 745% gain faces Fed rate decision on June 17 and fiscal Q3 earnings on June 24. Key support at 800 euros.
Microns - Micron's HBM Capacity Is Sold Out Through 2026 — Now the Stock Faces a Fed-Week Gauntlet 14.
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
Camtek (CAMT) Is Up 17.7% After Landing US$105 Million In AI-Focused HBM Orders – Has The Bull Case Changed?
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Camtek Ltd. reported securing over US$105,000,000 in multi-system orders tied to AI applications from a tier-1 OSAT and an HBM customer, with deliveries sc
2026-06-14
en.sedaily.com
2026-06-14
Seoul Economic Daily
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2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Hynixs, Nasdaq
SK Hynix's Nasdaq Countdown: HBM Heat, Tighter Credit, and a Smoldering Campus
13.06.2026 - 19:45:25 | boerse-global.de
SK Hynix fire at Cheongju campus doesn't dent stock; ADR listing planned amid HBM boom, supply chain pressure, and rising swap costs.
Hynixs - SK Hynix's Nasdaq Countdown: HBM Heat, Tighter Credit, and a Smoldering Campus 13.06.2026 - Bild: über boerse-global.de
2026-06-13
news.google.com
2026-06-13
digitimes
2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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