Semiconductor News & Analysis Feed

Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.

SK Hynix overtakes Samsung to become South Korea’s most valuable public company Monday, 22 June 2026, 10:10 A decades-old turnaround peaked as SK Hynix surged past Samsung, driven by soaring HBM demand from AI customers. The result unsettles chip industry leaders. As mentioned by Reuters SEOUL, June 22 – SK Hynix overtook Samsung Electronics and became South Korea’s most valuable public company