Semiconductor News & Analysis Feed
336 articles
2026-06-13
in.investing.com
2026-06-13
Investing.com India
in.investing.com
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2026-06-13
www.investing.com
2026-06-13
Investing.com
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2026-06-12
www.storyboard18.com
2026-06-12
Storyboard18
Smartphone prices could continue rising well into next year as a worsening shortage of memory chips pushes up manufacturing costs across the industry, according to Nothing co-founder and chief executive Carl Pei.
In a post on X, Pei said memory has become the single most expensive component in modern smartphones, overtaking both processors and displays. In some cases, he noted, memory accounts fo
2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
The current memory crisis means that one of the only real ways to ease the burden on the consumer market and meet the insatiable demand from the AI and data center sectors is for key players to ramp up production of existing and next-gen memory chips. As one of the biggest players in the space, SK hynix is looking to do just that and, in the process, triple its wafer production.2VIEW GALLERY - 2 I
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Micron Technology Stock
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Micron Technology (MU) stock dropped roughly 5% on Wednesday as a risk-off mood s
2026-06-10
digitimes.com
2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
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
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
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.
2026-06-08
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
2026-06-08
maaal.com
2026-06-08
صحيفة مال
Nvidia CEO: Memory Chip Shortage Could Last for Years
Maaal: «Riyadh»
Publish: 8 June 2026
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Nvidia and South Korea's SK are set to announce a collaboration plan on Monday, as Jensen Hwang, president of the US chipmaker, said the current memory chip shortage could last for several years.
A spokesperson for SK Hynix confirmed that group chairman Chi Tae-won and Nvidia CEO JFK plann
2026-06-08
maaal.com
2026-06-08
صحيفة مال
Nvidia CEO: Memory Chip Shortage Could Last for Years
Maaal: «Riyadh»
Publish: 8 June 2026
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Nvidia and South Korea's SK are set to announce a collaboration plan on Monday, as Jensen Hwang, president of the US chipmaker, said the current memory chip shortage could last for several years.
A spokesperson for SK Hynix confirmed that group chairman Chi Tae-won and Nvidia CEO JFK plann
2026-06-08
qz.com
2026-06-08
qz.com
EMERGING TECHNOLOGIES
Nvidia seals a multi-year memory chip deal with SK Hynix — but South Korean chip stocks are sinking
SK Hynix stock closed 7.7% lower on Monday as robust U.S. jobs data fueled bets on a Federal Reserve rate hike
By
Cris Tolomia
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Credit: Nvidia $NVDA -6.20%
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia signs multi-year memory chip deal with SK Hynix
Quartz · Credit: Nvidia
Cris Tolomia
Mon, June 8, 2026 at 4:17 AM PDT 2 min read
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Nvidia and SK Hynix announced a multi-year technology partnership Monday to develop next-generation memory chips for AI data centers and accelerate semiconductor design and manufacturing — e
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
fortune.com
2026-06-08
Fortune
Nvidia Corp. Chief Executive Officer Jensen Huang said its new Vera central processing units will use SK Hynix Inc.’s memory chips as the two companies prepare to do more business in the coming year.
“We had a very big year this year with SK Hynix, and we are preparing for a very, very large second half of the year and next year,” Huang told reporters outside a Seoul restaurant on Sunday where h
2026-06-07
www.bloomberg.com
2026-06-07
Bloomberg
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2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
AI Data Centers Are Draining the Memory Chip Supply Chain, and Car and Phone Bills Will Show It
Trade groups warn Washington as Ericsson and Nokia push to renegotiate contracts, with consumer wireless and auto prices in the crosshairs.
BY TECHNOLOGY DESK
JUNE 7, 2026
The automotive industry is among the sectors facing cost pressure as AI data centers consume memory chips. [Image Source: The Drive
2026-06-07
world.infonasional.com
2026-06-07
world.infonasional.com
world.infonasional.com
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