Semiconductor News & Analysis Feed
660 articles
2026-07-01
www.servethehome.com
2026-07-01
ServeTheHome
2026-06-30
news.google.com
2026-06-30
Stock Traders Daily
2026-06-30
www.indexbox.io
2026-06-30
IndexBox
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2026-06-30
www.tweaktown.com
2026-06-30
TweakTown
South Korea is investing $520 billion in Samsung and SK Hynix to build more HBM fabs for AI
South Korean President Lee Jae Myung has announced a $520 billion USD public and private investment for Samsung and SK Hynix to build more HBM fabs.
VIEW GALLERY - 2
Kosta Andreadis
Senior Editor
Published Jun 30, 2026 1:31 AM CDT
1 minute & 15 seconds read time
TL;DR: South Korea is investing $520 billio
2026-06-30
finance.biggo.com
2026-06-30
finance.biggo.com
A South Korean research team has developed a technology to stably stack ultra-thin semiconductor chips, each just one-fifth the thickness of a human hair, in 10 or more layers. The achievement delivers integration density roughly four times higher than that of High Bandwidth Memory (HBM), a critical component in artificial intelligence (AI) semiconductors, and is expected to bolster the competitiv
2026-06-30
news.futunn.com
2026-06-30
富途牛牛
__fail__
2026-06-30
www.digitimes.com
2026-06-30
digitimes
SK Hynix Cheongju Campus P&T7 (Artist’s rendering). Credit: SK Hynix
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to...
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2026-06-30
news.futunn.com
2026-06-30
富途牛牛
__fail__
2026-06-30
tspasemiconductor.substack.com
2026-06-30
semivision
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Who Co
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to meet projected AI memory demand.
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-30
news.google.com
2026-06-30
아시아경제
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-30
sourceability.com
2026-06-30
Sourceability
One of the most notable impacts AI has had on the semiconductor supply chain has been the surge in demand for high-bandwidth memory (HBM). As AI infrastructure investments continue to accelerate, memory manufacturers are increasingly prioritizing production for HBM and other high-end memory solutions, creating a ripple effect of line consolidation and dramatic shortages.
These pressures are becom
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
China tungsten curbs disrupt WF6 supplies, raising risks for HBM and AI chip output
AI Summary
The push to expand AI semiconductor output is straining supply chains for specialty electronic gases, an analysis said. China’s controls on high-purity tungsten exports have led to disruptions in Japan’s supply of tungsten hexafluoride (WF6), raising new supply-chain risks for high-bandwidth me
2026-06-29
ng.investing.com
2026-06-29
Investing.com Nigeria
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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