Semiconductor News & Analysis Feed
306 articles
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-24
digitimes.com
2026-06-24
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-23
overclock3d.net
2026-06-23
OC3D
Published: June 23, 2026 | Source: Chisun | Author: Mark Campbell
SK Hynix to prioritise DDR5 expansion over HBM4 in new production push
SK Hynix to reportedly pivot planned HBM4 production to DDR5 as the company chases higher margins
SK Hynix is one of the world’s largest memory producers, reportedly accounting for 40% of the HBM market. Secure in its position as the global HBM leader, SK Hynix
2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
www.thelec.net
2026-06-23
thelec.net
Jay Y. Lee inspects the C1 and C2 production lines at Samsung Electronics' Cheonan campus. (Photo: Samsung Electronics)
Jay Y. Lee, executive chairman of Samsung Electronics, inspected the company's high-bandwidth memory (HBM) production operations in Cheonan, South Korea, reviewing supply readiness for HBM4 products that have recently generated strong business momentum.
On June 23, Lee visited
2026-06-23
www.businesskorea.co.kr
2026-06-23
Businesskorea
Visit to Cheonan Signals Push for AI Chip Leadership
Samsung Electronics Executive Chairman Jay Y. Lee inspects the cleanroom facilities of NRD-K, an advanced converged semiconductor research and development center, at Samsung Electronics’ Giheung Campus on December 22 last year. (Source = Samsung Electronics)
Samsung Leads HBM4 Mass Production in February, Delivers 12-Layer HBM4E Samples to Glob
2026-06-23
www.asiae.co.kr
2026-06-23
아시아경제
Key Production Hub for HBM Backend Processing and Advanced Packaging
Soaring HBM Demand Driven by AI... Leadership Strengthened
HBM4 Surpasses $1 Billion in Cumulative Sales in Just Four Months
Samsung Electronics Chairman Lee Jae-Yong visited the company’s Cheonan site in South Chungcheong Province, where high-bandwidth memory (HBM) is produced, to personally inspect the production facilities.
2026-06-23
www.asiae.co.kr
2026-06-23
아시아경제
Key Production Hub for HBM Backend Processing and Advanced Packaging
Soaring HBM Demand Driven by AI... Leadership Strengthened
HBM4 Surpasses $1 Billion in Cumulative Sales in Just Four Months
Samsung Electronics Chairman Lee Jae-Yong visited the company’s Cheonan site in South Chungcheong Province, where high-bandwidth memory (HBM) is produced, to personally inspect the production facilities.
2026-06-23
www.chosun.com
2026-06-23
조선일보
By Soonchan Park
Published 2026.06.23. 14:59
Updated 2026.06.23. 18:45
Lee Jae-yong, right, Samsung Electronics chairman, visits Samsung Electronics Cheonan Campus and inspects semiconductor processes in February 2023. /Courtesy of Samsung Electronics
Samsung Electronics Chairman Lee Jae-yong visited the company’s Cheonan business site in South Chungcheong Province on the 23rd to inspect the pr
2026-06-23
en.sedaily.com
2026-06-23
Seoul Economic Daily
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2026-06-23
www.mk.co.kr
2026-06-23
매일경제
사진 확대
Samsung Electronics Chairman Lee Jae-yong, who visited the Cheonan and Onyang campuses on February 17, 2023, listens to executives' explanations inside the fab while wearing a cleanroom suit. <Samsung Electronics>
Samsung Electronics Chairman Lee Jae-yong visited the company's Cheonan Campus in South Chungcheong Province on the 23rd and inspected the High Bandwidth Memory (HBM) production s
2026-06-23
www.timesleader.com
2026-06-23
Times Leader
Home News Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production
News
Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production
By Bill OBoyle boboyle@timesleader.com
June 22, 2026
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Gov. Josh Shapiro and Pennsylvania Department of Community and Economic Development (DCED) Secretary Ric
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
SK Hynix slows HBM4 production to boost DRAM profits
The world's leading HBM supplier is pumping the brakes on next-gen memory chips to chase fatter margins in conventional DRAM
2026-06-23
digitimes.com
2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
digitimes.com
2026-06-22
The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving faster in headlines than in production lines. DIGITIMEShas been tracking the latest developments in TSMC's CoPoS advanced packaging technology, with glass core substrates emerging as the most closely watched variable in that story.
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume