Semiconductor News & Analysis Feed
686 articles
2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
Korea-China HBM Gap Narrows to Three Years
China Pursues Korea With Volume Offensive
CXMT Technology Catches Up to HBM3
Wafer Capacity Reaches Micron's Level
Jensen Huang Unveils PC AI Chip at GTC
Samsung, SK Memory Chip Demand to Grow
Finance
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Published 2026.06.01. 17:41:10
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By Kim Yoon-soo in Taipei
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Nvidia CEO Jensen Huang unveils four new "Vera Rubin" products during
2026-06-01
www.aninews.in
2026-06-01
ANI News
Nvidia CEO Huang confirms Vera Rubin in full production with Korean HBM chips
ANI | Updated: Jun 01, 2026 13:12 IST
Seoul [South Korea], June 1 (ANI): Nvidia Chief Executive Jensen Huang said Monday that the company's next artificial intelligence accelerator, Vera Rubin, was in full production, confirming at his GTC Taipei keynote that high-bandwidth memory (HMB) from Samsung Electronics, SK hyn
2026-06-01
biz.chosun.com
2026-06-01
Chosunbiz
By
Kwon Woo-seok
Published 2026.06.01. 16:25
SK Securities said on the 1st that the semiconductor upcycle will last and raised its target prices for Samsung Electronics and SK hynix to 6.1 million won and 4 million won, respectively. As of the day's close, Samsung Electronics and SK hynix ended at 349,000 won and 2,363,000 won, respectively.
Earlier, on Apr. 8, SK Securities set target prices f
2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
www.digitaltoday.co.kr
2026-06-01
디지털투데이
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
gagadget.com
2026-06-01
Gagadget.com
Intel has unveiled Crescent Island, a data center GPU built specifically for AI inference — the stage where a trained model answers real user queries. It uses LPDDR5X memory instead of the expensive, supply-constrained HBM found in Nvidia's Blackwell chips. At 350W, it runs on standard air cooling, which matters directly to any operator who has been priced out of liquid-cooled infrastructure.
Aft
2026-06-01
thepcenthusiast.com
2026-06-01
ThePCEnthusiast
Home » Articles » What Is HBM and Why Is It So Important for AI?
What Is HBM and Why Is It So Important for AI?
May 31, 2026 by Peter Paul
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High Bandwidth Memory (HBM) uses vertically stacked memory dies and advanced packaging technologies to deliver the bandwidth required by modern AI accelerators and high-performance computing systems.
Artificial Intelli
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Micron’s, Sell-Out
Micron’s 2026 Sell-Out: How a Fully Booked HBM Pipeline Propelled the Stock to $1.1 Trillion
30.05.2026 - 18:06:07 | boerse-global.de
Micron Technology hits $1.1T market cap with 200% YTD gains, driven by HBM demand for AI. Analyst targets soar ahead of June 24 earnings.
Micron’s 2026 Sell-Out: How a Fully Booked HBM Pipeline Propelled the Stock to $1.1 Trillion - Foto: über b
2026-05-30
www.upi.com
2026-05-30
upi.com
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2026-05-29
www.chosun.com
2026-05-29
조선일보
By Seongmin K
Published 2026.05.30. 00:45
Samsung Electronics announced on the 29th that it had supplied samples of its 7th-generation high-bandwidth memory (HBM4E) with 12 layers to customers, a world first. HBM is an essential memory semiconductor used in AI accelerators and data centers for AI. Following its February announcement as the first in the semiconductor industry to begin mass produc
2026-05-29
biz.chosun.com
2026-05-29
Chosunbiz
By
Kwon Woo-seok
Published 2026.05.29. 22:12
KB Securities said on the 29th that SK hynix is expected to see improved results in 2027 as the memory supply shortage deepens and high bandwidth memory (HBM) prices more than double. In particular, it projected operating profit in 2027 would reach 454 trillion won.
It maintained a "Buy" recommendation and raised the target price to 3.8 million won f
2026-05-29
sg.finance.yahoo.com
2026-05-29
Yahoo Finance Singapore
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
en.sedaily.com
2026-05-29
Seoul Economic Daily
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