Semiconductor News & Analysis Feed
320 articles
2026-06-15
datacentremagazine.com
2026-06-15
Data Centre Magazine
NVIDIA is strengthening its position in the AI infrastructure market through a series of agreements in South Korea that span memory supply, data centre development and AI-powered industrial systems.
During a four-day visit to Seoul, NVIDIA's CEO, Jensen Huang, secured agreements with SK hynix, SK Telecom, Naver, Doosan Group, LG Group and Hyundai Motor Group.
The financial terms to the partnersh
2026-06-15
www.businesskorea.co.kr
2026-06-15
Businesskorea
AI Demand Drives Memory Chips To More Than 80% Growth
Samsung Electronics and SK hynix. (Photo courtesy of techovedas.com)
The global semiconductor market is experiencing an unprecedented boom, driven by the explosive growth of the artificial intelligence (AI) industry. In particular, the memory semiconductor sector is leading overall market growth, raising expectations for improved earnings amon
2026-06-15
news.google.com
2026-06-15
Tech Times
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea,and Chosunreported.
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-14
www.chosun.com
2026-06-14
조선일보
By Yoo Jane
Published 2026.06.14. 13:38
Updated 2026.06.14. 15:10
Illustration by Jeong Da-un
Seohak ants, Korean retail investors buying foreign stocks, individual investors investing in U.S. stocks, have returned to net buying in the U.S. stock market after two months, having previously shifted from U.S. stocks to domestic stocks amid the domestic market boom.
According to the Korea Securitie
2026-06-14
www.koreaherald.com
2026-06-14
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Yonhap)
SK hynix Inc. added more than 2,000 positions last year amid the global artificial intelligence boom, which has led to a sharp rise in demand for memory chips, industry sources said Sunday.
The hiring is noteworthy as it comes amid the overall slowdown in the country's job market.
According to the sources, the number of employees at SK
2026-06-14
www.thelec.net
2026-06-14
thelec.net
Nvidia's AI data center network infrastructure. (Photo: Nvidia)
South Korean materials, components and equipment companies are gaining traction in the co-packaged optics (CPO) market.
According to industry sources on June 12, Korean optical communication-related companies including RF Materials and Sungho Electronics are supplying key CPO-related components and equipment to global companies.
CP
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners With South Korea’s LG Group On Humanoid Robots And Data Centers
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) carries a profit margin of 62.97% and net income of $120.07 billion (FY26), securing its place on our list of the most profitable blue chip stocks to bu
2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-13
www.upi.com
2026-06-13
upi.com
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2026-06-13
www.msn.com
2026-06-13
MSN
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks.
The planned listing as early as August comes after a 230% surge in SK Hynix's share
2026-06-13
www.msn.com
2026-06-13
MSN
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks.
The planned listing as early as August comes after a 230% surge in SK Hynix's share
2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Breadcrumb
All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w
2026-06-12
www.reuters.com
2026-06-12
Reuters
__fail__
2026-06-12
ca.finance.yahoo.com
2026-06-12
Yahoo! Finance Canada
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Illustration shows SK hynix logo · Reuters
Heekyong Yang and Yantoultra Ngui
Fri, June 12, 2026 at 4:27 a.m. PDT 2 min read
000660.KS
+2.33%
^IXIC
+2.54%
NVDA
+2.22%
MSFT
-1.77%
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Heekyong Yang and Yantoultra Ngui
Fri, June 12, 2026 at 4:27 AM PDT 2 min read
000660.KS
+2.33%
^IXIC
+2.54%
NVDA
+2.22%
MSFT
-1.77%
Explore stocks on Coinbase
Trading disclosure
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choos
2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
Samsung Electronics’ foundry chief Han Jin-man (Samsung Electronics)
Samsung Electronics’ foundry chief Han Jin-man said Friday the company’s contract chipmaking business is unlikely to turn profitable next year, making 2028 a more realistic target for a turnaround.
Han, president and head of Samsung Electronics’ foundry business under its Device Solutions division, made the remarks during a man
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
NVIDIA Corporation (NVDA): A Forever Stock to Buy amid Growing Business Ties in Korea
Abdul Rahman
Thu, 11 June 2026 at 8:25 pm GMT-7 2 min read
NVDA
+2.22%
SKM
+0.29%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)’s DSX platform to build a gigawatt-scal