Semiconductor News & Analysis Feed
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2026-06-02
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2026-06-02
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2026-06-02
www.techtimes.com
2026-06-02
Tech Times
By Adrian Parham
Published: Jun 02 2026, 10:00 AM EDT
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Intel CEO Lip-Bu Tan delivers the Intel keynote at Computex 2026 in Taipei, Taiwan INTEL CORPORATION
Intel CEO Lip-Bu Tan used Tuesday's Computex 2026 keynote in Taipei to deliver the most detailed public accounting yet of Crescent Island,
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
A High-Conviction, Actively Managed ETF Built Around the Memory Semiconductor Ecosystem - the Critical Bottleneck Powering Artificial Intelligence, High-Performance Computing, and Data Center Infrastructure
Tuttle Capital Management announces the launch of the Tuttle Capital Concentrated Memory Stack ETF (HBMX), a thematic, actively managed ETF designed to provide focused exposure to companies op
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
grafa.com
2026-06-02
grafa.com
Tech
Image for illustrative purposes only. Not a real photo.
Camtek secures $105M in AI semiconductor equipment orders
Written by Mahathir Bayena
Published Jun. 2 2026
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United States News
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Camtek (NASDAQ:CAMT) announced it has received more than $105 million in new multi-system orders for its semiconductor inspection and metrology equipment, extending the company’s business visi
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-02
www.chosun.com
2026-06-02
조선일보
By Ahn Byeol
Published 2026.06.02. 18:00
Updated 2026.06.02. 18:15
NVIDIA CEO Jensen Huang enters the 'Korea Partners Night' event held at a seafood restaurant in downtown Taipei, Taiwan, on the afternoon of the 1st. /Courtesy of Kim Min-jae
The words of NVIDIA CEO Jensen Huang have sparked mixed reactions among South Korea’s semiconductor giants. The controversy began after the “Korea Partner N
2026-06-02
biz.chosun.com
2026-06-02
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.02. 18:07
Updated 2026.06.03. 00:39
Samsung Electronics and SK hynix moved to compete for leadership over high-bandwidth memory (HBM), which has emerged as a core component in the age of artificial intelligence (AI), at Computex 2026, Asia's largest IT and computing trade show, in Taipei, Taiwan. Samsung Electronics highlighted its technological competitiveness
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
biz.chosun.com
2026-06-02
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.02. 16:39
Updated 2026.06.02. 16:39
Chey Tae-won, chairman of SK Group, projected that a memory supply shortage, including high-bandwidth memory (HBM), will continue through 2030 as demand for memory surges with the spread of artificial intelligence (AI). He also unveiled a plan to double SK hynix's wafer production capacity within the next five years to respon
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-02
en.bloomingbit.io
2026-06-02
bloomingbit
SK, Nvidia Deepen Alliance in Taiwan as Huang Cites Close HBM Cooperation
Published 5:11 PM Jun 1, 2026
Source
Korea Economic Daily
Summary
About STAT AI
SK Group said it discussed strengthening a long-term partnership with Nvidia in AI infrastructure and AI memory through a series of meetings.
SK hynix said it congratulated Nvidia on reaching a $1 trillion market capitalization, reflected on th
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
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2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
www.thelec.net
2026-06-01
thelec.net
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2026-06-01
www.businesskorea.co.kr
2026-06-01
Businesskorea
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2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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