Semiconductor News & Analysis Feed
1370 articles
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
www.bisinfotech.com
2026-06-10
Bisinfotech
www.bisinfotech.com
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2026-06-10
news.google.com
2026-06-10
Business Wire
2026-06-10
www.mk.co.kr
2026-06-10
매일경제
사진 확대
"We’ll cover the investment costs, so please secure the substrate supply first."
Competition to secure supply chains in the artificial intelligence (AI) semiconductor market is entering a new phase. Just one or two years ago, High Bandwidth Memory (HBM) was the hardest component to obtain. Concerns then shifted to shortages of general-purpose DRAM and NAND flash memory, and now semiconducto
2026-06-10
digitimes.com
2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
2026-06-10
digitimes.com
2026-06-10
Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows.
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
2026-06-10
www.marketwatch.com
2026-06-10
MarketWatch
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2026-06-10
eetimes.com
2026-06-10
Efinix’ exchangeable logic-and-routing technology aims to cut power and die area while enabling memory integration and greater flexibility for AI edge designs.
2026-06-09
www.zacks.com
2026-06-09
Zacks Investment Research
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2026-06-09
aimagazine.com
2026-06-09
AI Magazine
NVIDIA and South Korean manufacturer, SK Hynix, have announced a multi-year partnership to co‑develop next‑generation memory, align long‑term supply and accelerate semiconductor design and manufacturing for AI factories.
The agreement supports supply for advanced memory, reflecting extended development cycles, sophisticated fabrication and capital investment needs as AI demand scales worldwide.
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
www.engineering.com
2026-06-09
Engineering.com
The deal also covers semiconductor simulation, fab digital twins and tools for autonomous manufacturing workflows.
NVIDIA and SK hynix announced a multiyear technology partnership to advance next-generation memory for the global AI factory buildout and accelerate semiconductor design and manufacturing. The agreement builds on years of deep co-engineering collaboration that has powered some of the
2026-06-09
www.msn.com
2026-06-09
MSN
Key Points
History has been commonplace in recent weeks, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all hitting new highs.
The Iran war is wreaking havoc on prices, with trailing 12-month inflation rising from a reported 2.4% in February to an estimated 4.18% in May.
The Cleveland Fed's Inflation Nowcasting tool estimates a modest decline in inflation for June -- but t
2026-06-09
www.digitimes.com
2026-06-09
digitimes
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in...
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
NVIDIA Korea Deals Tie AI Factories Memory Supply To Growth Story
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NVIDIA (NasdaqGS:NVDA) has entered multi-year agreeme
2026-06-09
www.lightreading.com
2026-06-09
Light Reading
Nvidia CEO Jensen Huang clinches AI deals with SK Group, Naver and LG Group in Seoul, following a series of partnerships announced in Taipei last week.
Another week, another slew of Nvidia AI deals with Asian partners.
Last week Nvidia boss Jensen Huang unveiled a series of partnerships on a visit to Taipei, including with SKT on physical AI.
Now he's in Seoul announcing multiple deals with Kor
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue to expand. The comment was made by Samsung Electronics co-CEO and head of the Device Solutions (DS) division Young-hyun Jun following talks with Nvidia CEO Jensen Huang and senior executives at The Shilla hotel in Jun