Semiconductor News & Analysis Feed
738 articles
2026-06-22
www.aninews.in
2026-06-22
ANI News
Samsung sharpens HBM strategy; Pursues long-term AI customer supply accords at Global Strategy Meeting
ANI | Updated: Jun 22, 2026 12:15 IST
Seoul [South Korea], June 22 (ANI): Samsung Electronics sharpened its high-bandwidth memory (HBM) strategy at its biannual global strategy meeting last week, reviewing plans to expand shipments and secure long-term supply agreements with major artificial in
2026-06-22
www.tradingkey.com
2026-06-22
TradingKey
SK Hynix shares surged over 5% on June 22 to a record high, pushing its market value past 2,000 trillion won, driven by accelerating AI infrastructure investment and HBM demand. Technical milestones, including the delivery of 12-layer HBM4E samples and a strategic partnership with Nvidia, underscore its market leadership. Financially, Q1 2026 performance showed triple-digit growth, with analysts p
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] Micron Earnings Preview: Four Key Areas in Focus — HBM Progress, Capex and More
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Reuters, Investing.com, Bloomberg, STOCK Analysis and The Elec.
As Micron prepares to report its fiscal third-quarter results on June 24, investor attention is turning to whether its strong earnings and elevated
2026-06-22
digitimes.com
2026-06-22
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 industry.
2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Micron goes into its June 24 earnings report with a memory business Wall Street no longer knows how to value. The old commodity-cycle playbook doesn't explain 81% gross margin guidance, HBM contracts signed years ahead, or a stock that has already run hard into the print.
Micron's next earnings call is not a routine update. It is a test of whether investors should still treat the company like a b
2026-06-21
news.az
2026-06-21
Latest news from Azerbaijan
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2026-06-21
www.theinvestor.co.kr
2026-06-21
theinvestor.co.kr
Samsung Electronics' Seocho office in southern Seoul (Yonhap)
Samsung Electronics reviewed plans to expand high-bandwidth memory shipments and secure long-term supply agreements with major AI customers at its global strategy meeting last week, as tightening memory supply and soaring AI demand boost the strategic importance of HBM, industry sources said Sunday.
Samsung's Device Solutions division
2026-06-21
koreabizwire.com
2026-06-21
Koreabizwire
Samsung Focuses on HBM Expansion as AI Demand Reshapes Chip Market
Posted on June 21, 2026 by Korea Bizwire in Technology, Top News with 0 Comments
Physical samples of sixth-generation high-bandwidth memory, HBM4 and HBM3E, are on display at Samsung Electronics’ booth at the Semiconductor Exhibition (SEDEX) 2025, held at COEX in southern Seoul. (Yonhap)
SEOUL, June 21 (Korea Bizwire) — Samsung
2026-06-21
borneobulletin.com.bn
2026-06-21
Borneo Bulletin
borneobulletin.com.bn
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2026-06-21
www.techinasia.com
2026-06-21
Tech in Asia
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Copyright © 2026 Tech in Asia. Al
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Samsung Electronics' Seocho office in southern Seoul (Yonhap)
Samsung Electronics reviewed plans to expand high-bandwidth memory shipments and secure long-term supply agreements with major AI customers at its global strategy meeting last week, as tightening memory supply and soaring AI demand boost the strategic importance of HBM, industry sources said Sunday.
Samsung's Device Solutions division
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
SK Hynix (KOSE:A000660) Ships HBM4E DRAM To AI Customers
Bailey Pemberton
Sat, June 20, 2026 at 8:13 PM PDT 3 min read
000660.KS
-11.55%
NVDA
-0.97%
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
SK hynix has begun shipping its next generation HBM4E DRAM for AI customers, introduc
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
Employees can be seein in front of Samsung Electronics' Seocho building in Seoul during a global strategy meeting, Tuesday. Yonhap
Samsung Electronics discussed ways to expand sales of high-bandwidth memory (HBM) chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semi
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Samsung Electronics' office in Seocho District, Seoul
Samsung Electronics Co. discussed ways to expand sales of high-bandwidth memory chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semiannual global strategy meeting last week to review first-half performance and o
2026-06-21
en.yna.co.kr
2026-06-21
Yonhap News Agency
SEOUL, June 21 (Yonhap) -- Samsung Electronics Co. discussed ways to expand sales of high-bandwidth memory (HBM) chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semiannual global strategy meeting last week to review first-half performance and outline business strate
2026-06-21
hothardware.com
2026-06-21
HotHardware
SK Hynix Fires Back In The AI Memory Race With Next Gen 48GB HBM4E
by Zak Killian — Saturday, June 20, 2026, 02:28 PM EDT
Comments
SK hynix just announced the delivery of its 12-layer HBM4E memory samples to major hardware clients, intensifying the competition to supply the memory backbone for future AI accelerators. The new fat stacks of RAM represent a significant leap in data density and thro
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-20
fourweekmba.com
2026-06-20
FourWeekMBA
AI Memory Profit Supercycle: HBM Operating Income to Hit $94.5 Billion by 2029
AI News / By Gennaro Cuofano / June 20, 2026
AI chatbots like ChatGPT and Claude triggered a scramble for high-bandwidth memory (HBM). The result: a profit supercycle that will take memory chip makers from $42 billion to $94.5 billion in operating income by 2029. The substrate layer of the AI economy is printing money.
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-20
simplywall.st
2026-06-20
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Joins NVIDIA On AI Memory While HBM4E Samples Reach Customers
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
SK hynix (KOSE:A000660) has entered a multiyear co-development partnership with NVIDIA to create advanced AI memory solutions for next-generation platforms.
The company has shipped HBM4E DRAM samples to major custome