Semiconductor News & Analysis Feed
685 articles
2026-06-08
www.mk.co.kr
2026-06-08
매일경제
사진 확대
Vice Chairman Jun Young-hyun
The head of Samsung Electronics Co., Ltd.'s semiconductor business met with NVIDIA, the world's largest customer in the artificial intelligence (AI) semiconductor market, in Seoul on the 8th as the company seeks to expand its supply chain. Industry watchers believe the two sides focused on cooperation over supply of next-generation High Bandwidth Memory 4 (HBM4)
2026-06-08
www.mk.co.kr
2026-06-08
매일경제
※ This article was translated using AI technology for reader convenience.
Maeil Business(MK) provides these translations "as they are" and makes no warranties of any kind, either explicitly or implicitly, regarding accuracy, reliability and marketability, suitability for a particular purpose, etc. of translation. Please be informed that the content provided may not be translated accurately due to
2026-06-08
news.google.com
2026-06-08
AASTOCKS.com
2026-06-08
counterpointresearch.com
2026-06-08
Counterpoint Research
This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI.
Counterpoint research is a young and fast growing
2026-06-08
gagadget.com
2026-06-08
Gagadget.com
Nvidia CEO Jensen Huang visited South Korea in early June 2026 and signed a cluster of multi-year deals with SK Hynix, SK Telecom, Naver, and Doosan Group. The agreements span memory supply, AI cloud infrastructure, and the energy systems needed to run it all. With HBM — the high-bandwidth memory that makes AI accelerators fast — sold out well into the decade, locking in a preferred supplier is le
2026-06-08
www.asiae.co.kr
2026-06-08
아시아경제
AI Supercomputer, Vera CPU, RTX Spark, Jetson Thor
Joint Memory Development Aligned with Nvidia's AI Infrastructure Roadmap
Applying AI to Semiconductor Design and Process Simulation
Collaboration to Build Autonomous Fabs Based on Digital T
SK hynix announced on June 8 that it will jointly develop next-generation memory for building global artificial intelligence (AI) factories with Nvidia, and s
2026-06-08
simplywall.st
2026-06-08
simplywall.st
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2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.08. 06:00
A view of the foundry plant at the Hwaseong Campus of Samsung Electronics./Courtesy of Samsung Electronics
Inside Samsung Electronics, some say the foundry division could return to profit as early as the third quarter of this year. Analysts say profitability has gained momentum as production of base dies used in the 2-nanometer advanced process and hi
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Nvidia’s, Billion
Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not Weak Demand
07.06.2026 - 21:35:01 | boerse-global.de
Nvidia locks in HBM4 memory for Vera Rubin amid warning of multi-year advanced chip shortage; stock dips 5% but analysts see 45% upside.
Nvidia’s - Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not W
2026-06-07
en.sedaily.com
2026-06-07
Seoul Economic Daily
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2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Hynix, Doubles
SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO Plans Amid Market Turmoil
06.06.2026 - 22:43:21 | boerse-global.de
SK Hynix stock drops 10% on Broadcom AI miss, but expansion plans and HBM dominance position it for long-term growth; ADR listing up to $14B.
Hynix - SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO
2026-06-06
www.investing.com
2026-06-06
Investing.com
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2026-06-06
www.digitimes.com
2026-06-06
digitimes
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
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2026-06-06
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
2026-06-06
digitimes.com
2026-06-06
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.
2026-06-06
digitimes.com
2026-06-06
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.streetinsider.com
2026-06-05
StreetInsider
Investing.com -- NVIDIA (NASDAQ: NVDA) CEO Jensen Huang confirmed on June 5, 2026 that Samsung Electronics (LON:0593xq), SK Hynix Inc (KS:000660), and Micron Technology Inc (NASDAQ: MU) have all passed certification to supply HBM4 high-bandwidth memory for the company's next-generation Vera Rubin AI accelerator platform, marking the first public acknowledgment of approvals for all three major memo
2026-06-05
www.sdxcentral.com
2026-06-05
SDxCentral
Nvidia certifies ‘big three’ for HBM4, securing memory supply for Vera Rubin launch: report
Samsung, SK Hynix, and Micron meet chip giant's requirements
June 05, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
Samsung Electronics, SK Hynix, and Micron, the so-called "big three" memory makers, have all been given the green light to by Nvidi