Semiconductor News & Analysis Feed
93 articles
2026-07-07
www.storagenewsletter.com
2026-07-07
StorageNewsletter
2026-07-07
news.google.com
2026-07-07
Wccftech
2026-07-06
digitimes.com
2026-07-06
The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.
2026-07-03
digitimes.com
2026-07-03
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.
2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
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.
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
SK Hynix (KOSE:A000660) Starts Shipping HBM4E Samples To Major AI Customers
Bailey Pemberton
June 29, 2026 2 min read
000660.KS
-10.58%
A000660
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
SK hynix has started shipping samples of its next generation HBM4E DRAM to major customers.
The new high bandwidth memory is designed for
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-24
www.chosun.com
2026-06-24
조선일보
By Park Ji-min
Published 2026.06.25. 00:31
Samsung Electronics' 6th-generation high-bandwidth memory (HBM4). /Samsung Electronics
Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the 6th-generation HBM4, according to industry insights. Following the world’s first shipment of HBM4 in February, the company is ramping up production to recover market s
2026-06-24
www.itiger.com
2026-06-24
Tiger Brokers
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2026-06-24
www.chosun.com
2026-06-24
조선일보
By Park Ji-min
Published 2026.06.24. 14:44
Updated 2026.06.24. 15:36
Samsung Electronics' 6th-generation high-bandwidth memory (HBM4). /Samsung Electronics
Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the 6th-generation HBM4, according to industry insights. This move follows the company’s global first shipment of HBM4 in February, signaling a s
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
__fail__
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK hynix’s (HXSCL) 12-Layer HBM4E Samples Keep It Ahead in the AI Memory Upgrade Cycle
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 2 min read
000660.KS
+0.98%
SK hynix Inc. (OTC:HXSCL) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave the list one of its most direct HBM catalysts on June 17, 2026, when it shipped samples of 12-layer HBM4E to major custo
2026-06-23
overclock3d.net
2026-06-23
OC3D
Published: June 23, 2026 | Source: Chisun | Author: Mark Campbell
SK Hynix to prioritise DDR5 expansion over HBM4 in new production push
SK Hynix to reportedly pivot planned HBM4 production to DDR5 as the company chases higher margins
SK Hynix is one of the world’s largest memory producers, reportedly accounting for 40% of the HBM market. Secure in its position as the global HBM leader, SK Hynix
2026-06-23
en.yna.co.kr
2026-06-23
Yonhap News Agency
This will let Google show Yonhap news articles that match or are related to your search
SEOUL, June 23 (Yonhap) -- Samsung Electronics Co.'s sales of sixth-generation high bandwidth memory chips, known as HBM4, surpassed US$1 billion, industry sources said Tuesday.
The milestone comes just four months after the South Korean tech giant became the first company in the world to begin mass productio
2026-06-23
en.yna.co.kr
2026-06-23
Yonhap News Agency
This will let Google show Yonhap news articles that match or are related to your search
SEOUL, June 23 (Yonhap) -- Samsung Electronics Co.'s sales of sixth-generation high bandwidth memory chips, known as HBM4, surpassed US$1 billion, industry sources said Tuesday.
The milestone comes just four months after the South Korean tech giant became the first company in the world to begin mass productio
2026-06-23
en.sedaily.com
2026-06-23
Seoul Economic Daily
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