Semiconductor News & Analysis Feed
1367 articles
2026-06-29
wccftech.com
2026-06-29
Wccftech
Samsung, SK Hynix & Micron are facing a class action lawsuit in the US as memory prices spiral out of control due to persistent shortages.
Memory prices have reached a historical high due to ongoing shortages as demand continues to outstrip supply. The worst is yet to come, but as the situation continues to evolve, consumers are getting fed up and have filed a private class-action lawsuit in the
2026-06-29
wccftech.com
2026-06-29
Wccftech
Given the sheer scale of disruption emanating from the ongoing global memory 'chipflation,' it was only a matter of time before the so-called 'Big Three' - Samsung, SK hynix, and Micron - were dragged into a courtroom on allegations of collusion and price-fixing, as appears to have happened last week, just as Apple cited soaring memory prices for implementing a slew of price hikes.
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 15:28 PM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 07:28 AM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 08:58 AM
Generate Trading Ideas
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
Jun 28, 2026, 23:28 PM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix f
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Chae Je-u
Published 2026.06.29. 11:28
Updated 2026.06.30. 13:55
Graphics by Kim Sung-kyu
On the 29th, while Samsung Electronics and SK Hynix both showed weakness, construction stocks in the Honam region—where semiconductor factories of the two companies are set to be built—surged to their upper limits.
According to the Korea Exchange, as of 11:10 a.m. that day, Samsung Electronics and SK Hyn
2026-06-29
www.techbuzz.ai
2026-06-29
The Tech Buzz
Investors just hit the brakes on South Korea's chip ambitions. Samsung Electronics and SK Hynix saw their shares plunge Monday after reports emerged that both companies are preparing to unveil investment plans totaling a staggering $1.3 trillion. The market's harsh reaction signals growing concern that the AI memory boom might be turning into a capital-intensive arms race that could squeeze return
2026-06-29
www.cnbc.com
2026-06-29
CNBC
Shares of Samsung Electronics
and SK Hynix
declined on Monday after South Korea unveiled sweeping artificial intelligence and semiconductor mega-projects expected to attract hundreds of billions of dollars in investment over the coming years.
Samsung Electronics’ stock was down 4.8%, while SK Hynix erased early losses of a near 6% decline to fall 1.6%.
President Lee Jae Myung announced plans t
2026-06-29
news.google.com
2026-06-29
매일경제
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Joyce Lee, Hyunjoo Jin and Heekyong Yang
June 28, 2026 4 min read
005930.KS
-8.73%
000660.KS
-9.01%
By Joyce Lee, Hyunjoo Jin and Heekyong Yang
SEOUL, June 29 (Reuters) - South Korea on Monday laid out a sweeping industrial strategy centred on semiconductors and artificial intelligence, as President Lee Jae My
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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Get the most important global
2026-06-29
digitimes.com
2026-06-29
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.
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.
2026-06-29
simplywall.st
2026-06-29
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Plans $29.4 Billion Raise And Nasdaq ADR Listing
June 29, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix (KOSE:A000660) has announced a ₩29.4b follow on equity offering, alongside a concurrent listing of American Depositary Receipts on the Nasdaq.
The board has convened to approve the capital raise and U.S.
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Lee Hai-woon
Published 2026.06.29. 05:30
Updated 2026.06.30. 11:36
“Don’t chase the domestic stock market when it rises, and don’t sell just because it falls without reason. Reversing volatility can create opportunities, but simply following the trend can wipe out your account. In the AI era, the fact that the top two memory semiconductor companies are in South Korea is the strength of the KO
2026-06-28
www.thelec.net
2026-06-28
thelec.net
Artist's rendering of the SK hynix Yongin Semiconductor Cluster. (Source: SK ecoplant)
TEMC CNS has begun supplying Central Chemical Supply Systems (CCSS) to SK hynix, indicating that construction of the chipmaker's first fabrication plant (fab) at its Yongin Semiconductor Cluster has been completed and the project has entered the cleanroom installation phase.
TEMC CNS said on June 26 that it ha
2026-06-28
www.koreatimes.co.kr
2026-06-28
The Korea Times
High-bandwidth memory chip manufactured by Korea's SK Hynix are displayed at the Reuters office in San Francisco, Calif., Jan. 13. Reuters-Yonhap
U.S. memory chip maker Micron’s strong earnings and rosy mid-term outlook are prompting expectations on the profitability of Samsung Electronics and SK hynix in the second quarter.
According to industry officials, Sunday, Samsung Electronics is expecte