Semiconductor News & Analysis Feed
10 articles
2026-07-06
news.google.com
2026-07-06
WEEX
2026-07-02
www.weex.com
2026-07-02
WEEX
2026-06-29
www.weex.com
2026-06-29
WEEX
SK Hynix stock has had one of the more eventful weeks in its recent history, and today the story got bigger.
Samsung announced a 648 trillion won investment plan, approximately $480 billion in Korean semiconductor infrastructure, adding fuel to an already accelerating narrative around Korea's position at the center of the global AI memory supply chain. Combined with the broader government-backed
2026-06-26
www.weex.com
2026-06-26
WEEX
The AI memory crisis—driven by shortages in high-bandwidth memory (HBM) for data centers and premium mobile DRAM like LPDDR5X—has flipped the usual smartphone playbook. This article explains how tightening supply impacts Apple Stock versus Samsung, why memory pricing matters to margins, how AI phones and PCs change bill-of-materials (BOM) math, and what scenarios could play out through 2027. You’l
2026-06-24
www.weex.com
2026-06-24
WEEX
SK hynix is a major South Korean memory semiconductor company. It produces DRAM, NAND flash, and high-bandwidth memory products used in servers, smartphones, PCs, storage systems, and AI accelerators. For investors in 2026, the key part of the SK hynix story is HBM, or high-bandwidth memory.
HBM is important because AI processors need extremely fast memory to move large amounts of data during tra
2026-06-24
www.weex.com
2026-06-24
WEEX
Qualcomm (NASDAQ: QCOM) has done something unusual in 2026: it has rallied past where most of Wall Street thinks it should trade. As of June 23, 2026, QCOM changed hands near $222, yet the consensus 12-month price target sits around $184 — meaning the stock is priced above the average analyst forecast. That inversion is the whole story. QCOM is no longer a sleepy handset-and-royalty name trading a
2026-06-24
www.weex.com
2026-06-24
WEEX
SK Hynix has become the purest large-cap bet on AI memory, and the question most investors are now asking is simple: where does the stock go from here? As of June 23, 2026, SK Hynix (KRX: 000660) traded around ₩2,555,000, down roughly 12% in a single session after reports that Nvidia may trim Rubin output and that SK Hynix is slowing HBM4 capacity expansion. That whiplash is the whole story in min
2026-06-22
news.google.com
2026-06-22
WEEX
2026-06-22
www.weex.com
2026-06-22
WEEX
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2026-06-22
www.weex.com
2026-06-22
WEEX
NVIDIA executed a 10-for-1 stock split that took effect after the close on June 7, 2024, with shares trading on a split-adjusted basis from June 10, 2024. The mechanics were simple: the pre-split price of roughly $1,208 was divided by ten, so NVDA opened the next session near $120 per share, while every holder ended up with ten times as many shares. The total value of a position did not change on