Semiconductor News & Analysis Feed
1087 articles
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex, lending corporate backing to South Korea's plan to build a second chip production base in Gwangju and the broader Jeolla region in the country's southwest.
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.
2026-06-28
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
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-27
www.taipeitimes.com
2026-06-27
Taipei Times
Samsung Electronics Co and SK Hynix Inc are preparing to announce hundreds of billions of dollars worth in new investments on Monday, according to South Korean media reports this week.
Samsung Group is set to unveil a 1,000 trillion won (US$646 billion) spending package over the next decade, Maeil Business Newspaper reported yesterday, in what would be the largest such plans in the country’s hist
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
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 18:53
Samsung Electronics' Seocho office building in Seocho-gu, Seoul./Courtesy of News1
Samsung Electronics plans to significantly boost the energy efficiency of high bandwidth memory (HBM) and server solid-state drives (SSD) to meet rising power demand at artificial intelligence (AI) data centers. The overall employee turnover rate last year fell to singl
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
www.bloomberg.com
2026-06-26
Bloomberg.com
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2026-06-26
digitimes.com
2026-06-26
South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly moving closer to a new chip hub in Gwangju while SK Hynix continues to weigh a site in South Jeolla Province against overseas investment options.
2026-06-26
digitimes.com
2026-06-26
Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaperreported.
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
timesofindia.indiatimes.com
2026-06-26
The Times of India
The TOI Business Desk is a vigilant and dedicated team of journalists committed to delivering the latest and most relevant business news from around the world to readers of The Times of India. The primary focus of the TOI Business Desk is to keep a watchful eye on the global business landscape, covering a wide spectrum of industries, markets, economic trends, in-depth analysis, exclusive reports a
2026-06-26
www.techtimes.com
2026-06-26
Tech Times
By Allen Lee
Published: Jun 25 2026, 1:09 PM EDT
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A man walks past the logo of Samsung Electronics displayed at the company's Seocho building in Seoul on April 7, 2026. JUNG YEON-JE/AFP VIA GETTY IMAGES
Samsung Electronics has put hard numbers behind a packaging bet it is making for next-genera
2026-06-25
www.businesskorea.co.kr
2026-06-25
Businesskorea
Samsung held first place in global DRAM revenue share at 38% in Q1, while SK hynix fell to 29%
Samsung Electronics' DDR5 DRAM. (Photo provided by Samsung Electronics)
Samsung Electronics maintained its leading position in the DRAM market for two consecutive quarters. This is interpreted as the result of significantly increasing production capacity in response to the memory shortage triggered by b