Semiconductor News & Analysis Feed
1490 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk
Rich Duprey
Wed, June 10, 2026 at 7:17 AM PDT 4 min read
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000660.KS
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Musk argues the U.S. has zero high-volume memory fabs, and that delayed projects won't reach production until sometime between 2028 and 2030, leaving AI demand s
2026-06-10
www.reuters.com
2026-06-10
Reuters
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
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2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
www.jonpeddie.com
2026-06-10
Jon Peddie Research
SK Hynix turned a long HBM investment cycle into a central position in AI infrastructure. The company built deep ties with Nvidia, aligned with TSMC, and moved memory out of commodity pricing patterns. Its HBM share, operating margin, and product roadmap now reflect a custom-silicon role tied to AI accelerators, robotics, client AI systems, and autonomous fabs. For silicon teams, SK Hynix now shap
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.techtimes.com
2026-06-09
Tech Times
By Allen Lee
Published: Jun 09 2026, 08:56 AM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soaring
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.investing.com
2026-06-09
Investing.com
Oil pares gains as Iran, Israel halt strikes after Trump says stop ’shooting’
S&P 500, Nasdaq rebound after their worst session of the year while Dow slips
Investing.com-- South Korean memory chip giants Samsung Electronics and SK Hynix rose sharply on Tuesday, rebounding from steep losses in the prior session as bargain buyers stepped in to acquire battered artificial intelligence stocks.
SK
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
SK Hynix (KOSE:A000660) Valuation Check After Sharp Short Term Share Price Pullback
Simply Wall St
Tue, June 9, 2026 at 12:33 AM AST 3 min read
000660.KS
+13.13%
A000660
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Recent share performance and business profile
SK hynix (KOSE:A000660) has seen mixed share performance recently,
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
digitimes.com
2026-06-09
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 years.
2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips
The partnership targets HBM4 memory for Nvidia's Vera Rubin platform, with initial deliveries planned for Q3 2026.
2026-06-09
www.hpcwire.com
2026-06-09
HPCwire
www.hpcwire.com
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2026-06-09
www.sdxcentral.com
2026-06-09
SDxCentral
SK Hynix secures multiyear Nvidia deal to develop next-gen AI memory
Co-engineering pact expanded as Nvidia looks to ensure future hardware to sustain AI infrastructure buildout
June 08, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
SK Hynix secured a multiyear partnership with Nvidia to develop next-generation hardware for so-called AI
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Helena Cheng
2H
Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out
NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers.
The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H