Semiconductor News & Analysis Feed

940 articles
2026-06-02
stockstory.org 2026-06-02 StockStory
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2026-06-01
www.tradingview.com 2026-06-01 TradingView
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2026-06-01
news.google.com 2026-06-01 TradingKey
2026-06-01
www.tradingkey.com 2026-06-01 TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
www.tradingview.com 2026-06-01 TradingView
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2026-06-01
www.tradingview.com 2026-06-01 TradingView
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2026-06-01
www.tradingview.com 2026-06-01 TradingView
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2026-06-01
www.tradingview.com 2026-06-01 TradingView
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2026-06-01
www.tradingview.com 2026-06-01 TradingView
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2026-06-01
www.tradingview.com 2026-06-01 TradingView
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2026-06-01
www.tradingkey.com 2026-06-01 TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
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
www.tradingview.com 2026-05-31 TradingView
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2026-05-31
www.tradingview.com 2026-05-31 TradingView
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2026-05-31
www.tradingview.com 2026-05-31 TradingView
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2026-05-30
www.barchart.com 2026-05-30 Barchart.com
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2026-05-30
www.tradingview.com 2026-05-30 TradingView
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2026-05-30
www.tradingview.com 2026-05-30 TradingView
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2026-05-30
www.tradingview.com 2026-05-30 TradingView
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2026-05-30
www.tradingview.com 2026-05-30 TradingView
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