Semiconductor News & Analysis Feed
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2026-06-06
www.tweaktown.com
2026-06-06
TweakTown
SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight
Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity.
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Hassam Nasir
Tech Reporter
Published Jun 5, 2026 7:00 PM CDT
2-minute read time
TL;DR: SK Group plans to double wafer production within five year
2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
2026-06-06
malaysia.news.yahoo.com
2026-06-06
Yahoo News Malaysia
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2026-06-06
wccftech.com
2026-06-06
Wccftech
Korean chip manufacturer SK hynix had been planning to double its memory production capacity by 2030 and 2031 from current levels, even before a request from NVIDIA CEO Jensen Huang, suggests a report from the Korean media. The NVIDIA CEO wrote "please make more" on a hynix wafer at the Computex conference in Taiwan, and supply chain sources suggest that the memory manufacturer plans to expand its
2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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2026-06-06
www.investors.com
2026-06-06
Investor's Business Daily
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2026-06-06
www.thestreet.com
2026-06-06
thestreet.com
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2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.sdxcentral.com
2026-06-05
SDxCentral
Nvidia certifies ‘big three’ for HBM4, securing memory supply for Vera Rubin launch: report
Samsung, SK Hynix, and Micron meet chip giant's requirements
June 05, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
Samsung Electronics, SK Hynix, and Micron, the so-called "big three" memory makers, have all been given the green light to by Nvidi
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
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By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
www.gurufocus.com
2026-06-05
GuruFocus
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2026-06-05
www.msn.com
2026-06-05
MSN
Micron Technology was falling early on Friday despite news it has been selected as a supplier of high-bandwidth memory to Nvidia. That looked to be overshadowed by fears about memory-chip demand.
Nvidia has certified Micron alongside South Korea’s SK Hynix and Samsung Electronics as providers of the latest design of high-bandwidth memory, known as HBM4, according to multiple reports citing commen
2026-06-05
www.barrons.com
2026-06-05
Barron's
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2026-06-05
news.google.com
2026-06-05
GuruFocus
2026-06-05
news.google.com
2026-06-05
Moomoo
2026-06-05
news.google.com
2026-06-05
Techzine Global
2026-06-05
uk.finance.yahoo.com
2026-06-05
Yahoo Finance UK
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2026-06-05
ca.finance.yahoo.com
2026-06-05
Yahoo! Finance Canada
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