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2026-06-22
m.techflowpost.com
2026-06-22
深潮TechFlow
伯恩斯坦研报解读：明年 HBM 价格必翻 2 倍以上，存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读：明年 HBM
价格必翻 2 倍以上，存储成…
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道，洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
撰文：小饼
HBM 还在按年度合同锁价，普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂，造普通
2026-06-22
qz.com
2026-06-22
qz.com
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2026-06-22
www.gurufocus.com
2026-06-22
GuruFocus
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2026-06-22
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2026-06-22
Zacks Investment Research
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2026-06-22
technologymagazine.com
2026-06-22
Technology Magazine
Two decades ago, South Korea’s SK Hynix was reeling through a debt crisis that left the company nearly bankrupt. In May, it entered the trillion-dollar club, matching the world's largest technology giants.
That milestone set the stage for SK Hynix claiming the ultimate throne in chipmaking, overtaking arch rival Samsung Electronics in total market value.
Now the world’s most valuable memory chi
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Published on June 22, 2026 at 8:09 am by NOOR UL AIN REHMAN in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applied Materials, Inc. (NASDAQ:AMAT) for the development
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Noor Ul Ain Rehman
Mon, June 22, 2026 at 5:09 AM PDT 1 min read
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applie
2026-06-22
www.venturesquare.net
2026-06-22
벤처스퀘어
Ingenious Jointly Develops AI Radar Healthcare Solution with Infineon and TESA
06/22/2026
Inzinious, an AI-based radar healthcare company, is partnering with a global semiconductor company to target overseas markets. Inzinious announced that it has signed a tripartite Memorandum of Understanding (MOU) with the German semiconductor company Infineon Technologies and the Thailand Embedded Systems As
2026-06-22
www.newagebd.net
2026-06-22
Newagebd.net
Magical Messi makes World Cup history to send Argentina into last 32
Jun 23, 2026
2026-06-22
www.techtimes.com
2026-06-22
Tech Times
By Richard L. Wells
Published: Jun 22 2026, 07:58 AM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-22
qz.com
2026-06-22
qz.com
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SK Hynix overtook Samsung Electronics on Monday to become South Korea's most valuable listed company, ending a 26-year run at the top for the consumer electronics and semiconductor giant.
At mar
2026-06-22
www.thelec.net
2026-06-22
thelec.net
(Photo: SK hynix)
SK hynix has surpassed Samsung Electronics to become the largest company on South Korea's benchmark KOSPI stock market by market capitalization for the first time, ending Samsung's more than 25-year reign as the country's most valuable listed company.
According to the Korea Exchange on June 22, SK hynix closed at 2,919,000 won, up 5.61% from the previous trading session. Based
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
SK Hynix surpasses Samsung as South Korea's most valuable company
SK Hynix surpasses Samsung as South Korea's most valuable company · Quartz · Bloomberg / Getty Images
Cris Tolomia
Mon, June 22, 2026 at 4:52 AM PDT 2 min read
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SK Hynix overtook Samsung Electronics on Monday to become
2026-06-22
www.trtworld.com
2026-06-22
TRT World
The market value of South Korean chipmaker SK Hynix briefly topped that of peer Samsung Electronics on Monday to make it the country's most valuable firm.
Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7 percent to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4 percent in Samsung Electr
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
Less than 1 min read
LPK
−6.05%
The conference highlighted leadership in laser-based advanced packaging, with LIDE technology driving defect-free glass structuring for next-gen chips. D
2026-06-22
www.kedglobal.com
2026-06-22
KED Global
SK Hynix overtakes Samsung as S.Korea’s most valuable company
SK Hynix Inc. surpassed Samsung Electronics Co. in market value on Monday, becoming South Korea’s largest listed company for the first time as the world's No. 2 memory chipmaker extended its winning streak to an eighth sessionThe stock climbed as much as 6.5% to 2,945,000 won, lifting it
2026-06-22
www.barchart.com
2026-06-22
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) manufactures and markets high-performance memory and storage technologies including Dynamic Random Access Memory, NAND flash memory, NOR Flash, 3D XPoint memory and other technologies.
Its solutions are used in leading-edge computing, consumer, networking and mobile products.
Micron Technology has stayed abov
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.semafor.com
2026-06-22
Semafor
Rising chip demand is boosting secondary players in the semiconductor industry.
TSMC, the world’s biggest manufacturer, is at production capacity, and Samsung has seen a surge in customers: BYD and Google are both talking to the South Korean company. Samsung’s chips lag behind TSMC’s in manufacturing quality, but needs must, one executive told Nikkei.
TSMC, Intel, and Samsung are the only chipma
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
SK Hynix Surpasses Samsung as South Korea’s Largest Listed Company
Fiona Craig
Mon, June 22, 2026 at 3:47 AM PDT 2 min read
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Semiconductor ©Adobe Stock Images
SK Hynix (USOTC:HXSCL) reached a significant milestone on Monday as its market value overtook that of Samsung Electronics (USOTC:SSNHZ), making the memory