Semiconductor News & Analysis Feed
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2026-06-09
www.asiae.co.kr
2026-06-09
아시아경제
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2026-06-09
digitimes.com
2026-06-09
Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue to expand. The comment was made by Samsung Electronics co-CEO and head of the Device Solutions (DS) division Young-hyun Jun following talks with Nvidia CEO Jensen Huang and senior executives at The Shilla hotel in Jun
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
www.thelec.net
2026-06-09
thelec.net
Samsung Electronics DS Division Head and Vice Chairman Jun Young-hyun holds a press briefing at the Shilla Hotel banquet hall in Seoul's Jangchung-dong district on June 8. (Photo: THE ELEC)
Samsung Electronics expressed confidence in its long-term partnership with Nvidia despite the chip designer's increasingly close relationship with SK hynix.
Jun Young-hyun, vice chairman and head of Samsung E
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Jerry Owens
Published: Jun 08 2026, 13:00 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
Micro
2026-06-09
news.google.com
2026-06-09
AD HOC NEWS
2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
INFRASTRUCTURE
samsung
nvidia
hbm
Samsung, Nvidia Discuss Next-Generation HBM Cooperation
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June 8, 2026
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Photo: newsimg.koreatimes.co.kr · rights & takedowns
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The head of Samsung Electronics' memory business met Monday with Nvidia CEO Jensen Huang to discuss
2026-06-08
www.koreatimes.co.kr
2026-06-08
The Korea Times
Jun Young-hyun, right, head of Samsung Electronics' device solutions division, poses with Jensen Huang, CEO of Nvidia, at a hotel in Seoul, Monday. Courtesy of Samsung Electronics
The head of Samsung Electronics' memory business said Monday he met with Nvidia CEO Jensen Huang and discussed long-term cooperation in next-generation high-bandwidth memory (HBM) products.
Jun Young-hyun, who leads Sa
2026-06-08
www.koreatimes.co.kr
2026-06-08
The Korea Times
Jun Young-hyun, right, head of Samsung Electronics' device solutions division, poses with Jensen Huang, CEO of Nvidia, at a hotel in Seoul, Monday. Courtesy of Samsung Electronics
The head of Samsung Electronics' memory business said Monday he met with Nvidia CEO Jensen Huang and discussed long-term cooperation in next-generation high-bandwidth memory (HBM) products.
Jun Young-hyun, who leads Sa
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
SK Group Chairman Chey Tae-won (left) and Jensen Huang, CEO of Nvidia, participate in a press briefing held at SK Group's headquarters in Seoul on Monday. (Yonhap)
SK hynix Inc. has ordered new high-bandwidth memory (HBM) production equipment from Hanmi Semiconductor in a deal worth 44.2 billion won (US$28.7 million), a regulatory filing showed Monday, in a possible bid to expand production of HB
2026-06-08
economictimes.indiatimes.com
2026-06-08
The Economic Times
Synopsis
Samsung's co-CEO Jun Young-hyun met with Nvidia CEO Jensen Huang in Seoul to discuss future semiconductor cooperation. The companies are already collaborating on autonomous driving and AI accelerator chips, and explored long-term partnerships for next-generation foundry chips, including HBM4E and HBM5.
ANI
Samsung Electronics' co-CEO and head of its chip division, Jun Young-hyun, said on
2026-06-08
economictimes.indiatimes.com
2026-06-08
The Economic Times
Synopsis
Samsung's co-CEO Jun Young-hyun met with Nvidia CEO Jensen Huang in Seoul to discuss future semiconductor cooperation. The companies are already collaborating on autonomous driving and AI accelerator chips, and explored long-term partnerships for next-generation foundry chips, including HBM4E and HBM5.
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ANI
Samsung Electronics' co-CEO an
2026-06-08
en.yna.co.kr
2026-06-08
Yonhap News Agency
SEOUL, June 8 (Yonhap) -- The head of Samsung Electronics' memory business said Monday he met with Nvidia CEO Jensen Huang and discussed long-term cooperation in next-generation high-bandwidth memory (HBM) products.
Jun Young-hyun, who leads Samsung Electronics' device solutions division, made the remarks to reporters after meeting Huang during his visit to South Korea to meet industry leaders to
2026-06-08
www.chosun.com
2026-06-08
조선일보
By Park Ji-min
Published 2026.06.08. 19:51
Updated 2026.06.08. 19:55
NVIDIA CEO Jensen Huang and Samsung Electronics Vice Chairman Jun Young-hyun hold a meeting at the Shilla Hotel in Jung-gu, Seoul on the 8th. /Samsung Electronics
Jun Young-hyun, Samsung Electronics DS (Semiconductor) Division Head (Vice Chairman), announced on the 8th that he discussed cooperation with NVIDIA CEO Jensen Huang
2026-06-08
koreabizwire.com
2026-06-08
Koreabizwire
SK hynix Orders New HBM Equipment in Potential Push to Expand Nvidia Supply
Posted on June 8, 2026 by Korea Bizwire in Technology with 0 Comments
On Jan. 8 (local time), the third day of CES, a video showcasing HBM4 is playing at the SK hynix booth at the Venetian Convention Center in Las Vegas, Nevada. (Yonhap)
SEOUL, June 8 (Korea Bizwire) — SK hynix Inc. has ordered new high-bandwidth memor
2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.08. 19:07
Updated 2026.06.08. 19:47
Jun Young-hyun, vice chairman of Samsung Electronics, said, "In the short term, we discussed cooperation on HBM and foundry with Nvidia," adding, "In the mid to long term, we also talked about cooperating and jointly developing together."
Jun Young-hyun, vice chairman of Samsung Electronics, speaks to reporters about his con
2026-06-08
www.tradingview.com
2026-06-08
TradingView
News
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Reuters
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Samsung Elec's chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEO
Samsung Elec's chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEO
RefinitivLess than 1 min read
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2026-06-08
www.msn.com
2026-06-08
MSN
Major supply deal: Nvidia will source HBM from SK Hynix for its Vera CPU and AI platforms under a multi-year agreement.
Shortage pressures: CEO Jensen Huang warns the global memory shortage is structural and could persist for years, prompting long-term supply planning.
Strategic positioning: The deal supports Nvidia’s expansion into AI PCs, data centers, and server CPUs while strengthening SK Hy