Semiconductor News & Analysis Feed
738 articles
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.
2026-06-23
www.koreatimes.co.kr
2026-06-23
The Korea Times
Samsung Electronics' sales of sixth-generation high bandwidth memory chips, known as HBM4, surpassed $1 billion, industry sources said Tuesday.
The milestone comes just four months after the South Korean tech giant became the first company in the world to begin mass production and shipments of HBM4 chips in February.
Industry sources expect Samsung's HBM4 revenue to exceed $1.2 billion by the en
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.23. 06:01
Updated 2026.06.23. 10:16
Inside the SK hynix semiconductor plant./Courtesy of SK hynix
SK hynix is putting more weight on targeting the commodity DRAM market while adjusting the pace of expanding mass production of 6th-generation high bandwidth memory (HBM4). With HBM already accounting for more than 40% of revenue and establishing an overwhelming le
2026-06-23
wccftech.com
2026-06-23
Wccftech
SPHBM4 is a new JEDEC standard that aims to solve the high cost and packaging concerns with existing HBM technologies.
Almost all AI & HPC accelerators rolling out these days feature some form of HBM memory. The highest-end solutions are leveraging the latest HBM4 designs, and HBM4E is being sampled to the top chipmakers.
But as demand continues to rise, and shortages persist in the premium DRAM
2026-06-23
www.chosun.com
2026-06-23
조선일보
By Choi Hyung-seok,
Chae Je-u
Published 2026.06.23. 00:54
Updated 2026.06.23. 09:25
Thanks to the AI semiconductor boom, on the 22nd SK Hynix overtakes Samsung Electronics to rank first in KOSPI market capitalization for the first time. On the 2nd, at the 'Computex 2026' exhibition held in Taipei, Taiwan, SK Hynix and Nvidia chips are displayed side by side at the SK Hynix booth. /Reuters-Yonhap
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
news.google.com
2026-06-22
Realnews Magazine
2026-06-22
www.tradingview.com
2026-06-22
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AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
3 min read
MU
−12.59%
Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by ri
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
Zacks Equity Research
Mon, June 22, 2026 at 6:13 AM PDT 3 min read
MU
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Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, sup
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
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-22
ca.investing.com
2026-06-22
Investing.com Canada
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2026-06-22
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2026-06-22
www.digitimes.com
2026-06-22
digitimes
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor...
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2026-06-22
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2026-06-22
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Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Less than 1 min read
NVDA
−0.97%
Bank of America keeps NVIDIA (NVDA) as a top pick with a $350 target, citing AI compute and networking leadership; risks include uneven AI deployments, gaming cyclicality, and power/access limits.
1
Reports say NVIDIA’s R