Semiconductor News & Analysis Feed
738 articles
2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Jeong Du-yong
Published 2026.06.25. 12:34
Global DRAM market share trend. /Courtesy of Counterpoint Research
In the global memory market, Samsung Electronics kept the No. 1 spot in DRAM and NAND flash. SK hynix maintained the lead in the high bandwidth memory (HBM) market with a majority share. Chinese companies increased their shares in DRAM and NAND, speeding up the chase.
According to mem
2026-06-25
www.msn.com
2026-06-25
MSN
Dolly Parton is now competing in the gas station industry, and Buc-ee's is to blame.
Born in Locust Ridge, Tennessee, the Queen of Country is investing in her home state by opening a new gas station known as Dolly's Tennessean Travel Stop. The first location held its grand opening ceremony on Thursday in Cornersville, Tennessee, where Parton cut the ribbon and said a few words about the business
2026-06-25
www.msn.com
2026-06-25
MSN
Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026
Management View
Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: "We're really pleased with the financial trajectory of the business... we are delivering record cash flow numbers." He added that after maintaining "appropriate excess cash," "the principal capital return we have will be share repurchase,"
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall.
At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted
2026-06-25
mezha.net
2026-06-25
mezha.net
Micron forecasts stronger revenue, boosts stock as AI demand strains HBM supply
Thursday, 25 June 2026, 00:07
The chipmaker expects sales well above analyst estimates and plans heavy capex, hinting at wider industry shifts driven by AI—details could reshape server supply chains.
As stated by Reuters
Micron Technology expects quarterly earnings to beat analysts’ expectations, while noting that i
2026-06-25
asia.nikkei.com
2026-06-25
Nikkei Asia
CEO says every AI foundational model company in China are customers
Qualcomm CEO Cristiano Amon speaks in front of audience in New York on June 24. (Photo by Yifan Yu)
NEW YORK -- Qualcomm unveiled its data center chip lineup on Wednesday, becoming the latest chipmaker to enter the AI processor race in an attempt to challenge market leader Nvidia.
2026-06-24
www.chosun.com
2026-06-24
조선일보
By Park Ji-min
Published 2026.06.25. 00:31
Samsung Electronics' 6th-generation high-bandwidth memory (HBM4). /Samsung Electronics
Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the 6th-generation HBM4, according to industry insights. Following the world’s first shipment of HBM4 in February, the company is ramping up production to recover market s
2026-06-24
www.servethehome.com
2026-06-24
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2026-06-24
www.itiger.com
2026-06-24
Tiger Brokers
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your ow
2026-06-24
blockonomi.com
2026-06-24
Blockonomi
blockonomi.com
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2026-06-24
biz.chosun.com
2026-06-24
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.24. 15:46
As competition for leadership in artificial intelligence (AI) chips intensifies, the global semiconductor industry is throwing itself into a battle to secure Korean engineers. With a prolonged shortage of high bandwidth memory (HBM) supply, the market value of Korean talent with mass-production and Production yield stabilization experience is soaring.
2026-06-24
en.sedaily.com
2026-06-24
Seoul Economic Daily
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2026-06-24
www.chosun.com
2026-06-24
조선일보
By Park Ji-min
Published 2026.06.24. 14:44
Updated 2026.06.24. 15:36
Samsung Electronics' 6th-generation high-bandwidth memory (HBM4). /Samsung Electronics
Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the 6th-generation HBM4, according to industry insights. This move follows the company’s global first shipment of HBM4 in February, signaling a s
2026-06-24
www.mk.co.kr
2026-06-24
매일경제
사진 확대
[Hanwha Asset Management]
Hanwha Asset Management announced on the 24th that the total net assets of the "PLUS Global HBM Semiconductor" exchange-traded fund (ETF) exceeded 2 trillion won.
According to the Korea Exchange, the total net assets of the PLUS Global HBM Semiconductor ETF reached KRW 2.78 trillion at the close of the previous day, exceeding KRW 2 trillion. Net assets have double
2026-06-24
www.weex.com
2026-06-24
WEEX
SK Hynix has become the purest large-cap bet on AI memory, and the question most investors are now asking is simple: where does the stock go from here? As of June 23, 2026, SK Hynix (KRX: 000660) traded around ₩2,555,000, down roughly 12% in a single session after reports that Nvidia may trim Rubin output and that SK Hynix is slowing HBM4 capacity expansion. That whiplash is the whole story in min
2026-06-24
www.moneycontrol.com
2026-06-24
Moneycontrol.com
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2026-06-24
pulse.mk.co.kr
2026-06-24
매일경제
Jay Y. Lee, executive chairman of Samsung Electronics Co., visited the company’s semiconductor facility in Cheonan, South Chungcheong Province, on Tuesday, to personally inspect production operations for high-bandwidth memory (HBM), a key component in artificial intelligence (AI) computing systems.
According to industry sources, the visit marked Lee’s first trip to the Cheonan site since February
2026-06-24
www.upi.com
2026-06-24
upi.com
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