Semiconductor News & Analysis Feed
738 articles
2026-06-23
tomshardware.com
2026-06-23
Luke James
SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.
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
en.sedaily.com
2026-06-23
Seoul Economic Daily
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2026-06-23
en.bloomingbit.io
2026-06-23
bloomingbit
Nvidia’s HBM Push Opens Door to $1.52 Trillion Memory Market Next Year
Published 4:18 AM Jun 23, 2026
Source
Korea Economic Daily
Summary
About STAT AI
The global memory market is projected to grow to $1.09 trillion this year and $1.52 trillion next year.
Expanded investment in AI data centers and servers will lift the share of server memory to 56% this year and 57% next year.
Counterpoint said
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.fxstreet.com
2026-06-23
FXStreet
www.fxstreet.com
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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
biz.chosun.com
2026-06-23
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.23. 14:41
HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry.
Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.23. 14:41
HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry.
Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina
2026-06-23
www.chosun.com
2026-06-23
조선일보
By Seongmin K
Published 2026.06.23. 14:37
Updated 2026.06.23. 15:09
Samsung Electronics' HBM4. /Samsung Electronics
Samsung Electronics’ sales of the 6th-generation high-bandwidth memory (HBM4), the first in the world to be mass-produced, have surpassed 1 billion dollars (approximately 1.53 trillion Korean won) for the first time in the industry. According to a source from the semiconductor indu
2026-06-23
www.fxleaders.com
2026-06-23
FXLeaders
Micron Technology MU) is experiencing an incredibly historic run, driven by massive AI infrastructure demand for its high-bandwidth memory (HBM) chips. The Stock Price: ~$1,211.38 (Surged over 6.7% in the last regular session, hitting a record high, and trading higher near $1,236+ in after-hours)
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings
2026-06-23
www.digitimes.com
2026-06-23
digitimes
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...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-06-23
www.digitimes.com
2026-06-23
digitimes
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...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-06-23
pulse.mk.co.kr
2026-06-23
매일경제
Samsung Electronics Co.’s sixth-generation high bandwidth memory (HBM), HBM4, has reportedly surpassed $1 billion in revenue, making it the first in the industry to hit the milestone.
According to industry sources on Tuesday, Samsung Electronics reached the milestone roughly four months after starting shipments in mid-February, as demand for HBM4 surged.
HBM4 supply has expanded quickly since la
2026-06-23
pulse.mk.co.kr
2026-06-23
매일경제
Samsung Electronics Co.’s sixth-generation high bandwidth memory (HBM), HBM4, has reportedly surpassed $1 billion in revenue, making it the first in the industry to hit the milestone.
According to industry sources on Tuesday, Samsung Electronics reached the milestone roughly four months after starting shipments in mid-February, as demand for HBM4 surged.
HBM4 supply has expanded quickly since la
2026-06-23
www.tradingview.com
2026-06-23
TradingView
News
/
TradingView
/
Key facts: SK hynix HBM shortage; MSCI ruling may affect GDR; Large Hyperliquid shorts
Key facts: SK hynix HBM shortage; MSCI ruling may affect GDR; Large Hyperliquid shorts
Less than 1 min read
000660
+1.60%
SK hynix: strong AI data-center demand fuels HBM supply tightness; wafer capacity focused on HBM. Shortages in HBM3E and HBM4; general DRAM supply tighter and unit prices
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