Semiconductor News & Analysis Feed
685 articles
2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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2026-06-12
www.digitimes.com
2026-06-12
digitimes
ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through an IPO on Shanghai's STAR Market, fueling debate about whether China's push into memory semiconductors can eventually erode...
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2026-06-12
digitimes.com
2026-06-12
ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through an IPO on Shanghai's STAR Market, fueling debate about whether China's push into memory semiconductors can eventually erode the dominance of the industry's established players.
2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 13:40 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-11
www.astutegroup.com
2026-06-11
Astute Group
www.astutegroup.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Corp (NVDA) Strengthens AI Platform with Micron HBM4
Neha Gupta
Wed, June 10, 2026 at 5:58 PM PDT 3 min read
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Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year.
On June 6, Micron Technology (NASDAQ
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
News-analysis
By Luke James published 3 days ago
TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source.
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How AI and HBM Focus at Investor Day At FormFactor (FORM) Has Changed Its Investment Story
Simply Wall St
Wed, June 10, 2026 at 6:12 AM PDT 3 min read
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In recent days, FormFactor’s Investor Day focused on its expanding role in AI, high‑performance computing, high‑bandwidth memory, and advanced packaging, prompting analysts to update their views
2026-06-10
en.clickpetroleoegas.com.br
2026-06-10
CPG Click Petróleo e Gás
3 min of reading
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Samsung eyes strategic chip factory in South Korea and could shake up the global AI landscape with advancements in HBM memories and advanced packaging.
Written by
Caio Aviz
Published on
10/06/2026 at 08:11
Artificial Intelligence (AI)
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Possible investment in Gwangju could place Samsu
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-10
ca.investing.com
2026-06-10
Investing.com Canada
ca.investing.com
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2026-06-10
www.mk.co.kr
2026-06-10
매일경제
사진 확대
"We’ll cover the investment costs, so please secure the substrate supply first."
Competition to secure supply chains in the artificial intelligence (AI) semiconductor market is entering a new phase. Just one or two years ago, High Bandwidth Memory (HBM) was the hardest component to obtain. Concerns then shifted to shortages of general-purpose DRAM and NAND flash memory, and now semiconducto
2026-06-10
www.digitimes.com
2026-06-10
digitimes
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and...
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2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron’s Sold Out HBM4 Supply Puts AI Valuation Premium In Focus
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) has its 2026 HBM4 AI memory supply fully committed under long-term agreements, highlighting tight industry capacity.
The company has signed new multi-year supply deals and unveiled product
2026-06-10
www.jonpeddie.com
2026-06-10
Jon Peddie Research
SK Hynix turned a long HBM investment cycle into a central position in AI infrastructure. The company built deep ties with Nvidia, aligned with TSMC, and moved memory out of commodity pricing patterns. Its HBM share, operating margin, and product roadmap now reflect a custom-silicon role tied to AI accelerators, robotics, client AI systems, and autonomous fabs. For silicon teams, SK Hynix now shap
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Allen Lee
Published: Jun 09 2026, 08:56 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
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
www.trendforce.com
2026-06-09
TrendForce
[News] Samsung, NVIDIA Deepen Ties as Talks Reportedly Expand to HBM5 Next Year and Next-Gen Groq Chips
2026-06-09 Semiconductors editor
News
Please note that this article cites information from The Chosun Daily, Seoul Economic Daily, ZDNet, Yonhap News, Newspim, and Dealsite.
Following Jensen Huang’s high-profile meetings with SK hynix during his South Korea visit, Samsung Electronics V
2026-06-09
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2026-06-09
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