Semiconductor News & Analysis Feed
1440 articles
2026-05-31
borneobulletin.com.bn
2026-05-31
Borneo Bulletin
borneobulletin.com.bn
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2026-05-31
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
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2026-05-31
www.tradingkey.com
2026-05-31
TradingKey
SK Hynix leads in HBM market share and profitability, driven by its high-margin HBM business and purer memory focus. Samsung Electronics, while larger in scale and demonstrating strong risk resilience, is accelerating its catch-up in HBM. Investors seeking high growth may prefer SK Hynix, while those prioritizing stability might favor Samsung, especially if its HBM4 strategy succeeds. Both are acc
2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
www.kedglobal.com
2026-05-31
KED Global
Korea’s AI memory boom raises once-unthinkable question: Could SK Hynix overtake Samsung?
SK Hynix's logo (Courtesy of Reuters via Yonhap) For decades, one given in South Korea's equity market was that Samsung Electronics Co. is the country's undisputed champion.That assumption is now being tested.As the global artificial intelligence boom drives an extraordinary revaluation of memo
2026-05-31
www.koreatimes.co.kr
2026-05-31
koreatimes.co.kr
A 12-layer sample of Samsung Electronics' seventh-generation High Bandwidth Memory (HBM4E) / Courtesy of Samsung Electronics
Samsung Electronics became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 202
2026-05-31
www.koreaherald.com
2026-05-31
The Korea Herald
Samsung Electronics’ HBM4E 12-layer product, shipped for the first time in the world, is seen in this photo. (Samsung Electronics)
Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing US chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percen
2026-05-31
en.yna.co.kr
2026-05-31
Yonhap News Agency
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period, Micron's market share fe
2026-05-31
www.msn.com
2026-05-31
MSN
Samsung-automotive chip
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period,
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
digitimes.com
2026-05-30
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
2026-05-30
www.digitimes.com
2026-05-30
digitimes
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
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2026-05-29
tomshardware.com
2026-05-29
Zhiye Liu,
Check the best prices on DDR5 and DDR4 memory kits of different capacities.
2026-05-29
www.msn.com
2026-05-29
MSN
Samsung Electronics said Friday it has shipped the first samples of the latest high-bandwidth memory chips to its customers. The move lays down the gauntlet for Micron Technology but shouldn’t be much of an issue for the highflying stock.
Samsung said it has shipped the “industry’s first 12-layer HBM4E” chips, which it said represent a more than 20% improvement in data-processing speed and a more
2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Enterprise cloud computing provider Nutanix's CEO, Rajiv Ramaswami, claims that the ongoing supply chain issues have led to it becoming more economical for many enterprises to turn to cloud-based bare metal servers instead of deploying on-prem.
In an interview with The Register, Ramaswami explained that cloud providers' ability to bulk order hardware is enabling them to offer access to servers at
2026-05-29
tomshardware.com
2026-05-29
Zhiye Liu
Anbernic silently ships some retro gaming handhelds with less memory than initially advertised, without notifying customers.
2026-05-29
www.barrons.com
2026-05-29
Barron's
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