Semiconductor News & Analysis Feed
738 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How AI and HBM Focus at Investor Day At FormFactor (FORM) Has Changed Its Investment Story
Simply Wall St
Wed, June 10, 2026 at 6:12 AM PDT 3 min read
FORM
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In recent days, FormFactor’s Investor Day focused on its expanding role in AI, high‑performance computing, high‑bandwidth memory, and advanced packaging, prompting analysts to update their views
2026-06-10
en.clickpetroleoegas.com.br
2026-06-10
CPG Click Petróleo e Gás
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Samsung eyes strategic chip factory in South Korea and could shake up the global AI landscape with advancements in HBM memories and advanced packaging.
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Caio Aviz
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10/06/2026 at 08:11
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Possible investment in Gwangju could place Samsu
2026-06-10
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2026-06-10
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2026-06-10
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2026-06-10
Investing.com Canada
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2026-06-10
www.mk.co.kr
2026-06-10
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"We’ll cover the investment costs, so please secure the substrate supply first."
Competition to secure supply chains in the artificial intelligence (AI) semiconductor market is entering a new phase. Just one or two years ago, High Bandwidth Memory (HBM) was the hardest component to obtain. Concerns then shifted to shortages of general-purpose DRAM and NAND flash memory, and now semiconducto
2026-06-10
www.digitimes.com
2026-06-10
digitimes
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and...
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2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron’s Sold Out HBM4 Supply Puts AI Valuation Premium In Focus
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) has its 2026 HBM4 AI memory supply fully committed under long-term agreements, highlighting tight industry capacity.
The company has signed new multi-year supply deals and unveiled product
2026-06-10
www.jonpeddie.com
2026-06-10
Jon Peddie Research
SK Hynix turned a long HBM investment cycle into a central position in AI infrastructure. The company built deep ties with Nvidia, aligned with TSMC, and moved memory out of commodity pricing patterns. Its HBM share, operating margin, and product roadmap now reflect a custom-silicon role tied to AI accelerators, robotics, client AI systems, and autonomous fabs. For silicon teams, SK Hynix now shap
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Allen Lee
Published: Jun 09 2026, 08:56 AM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soaring
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
www.trendforce.com
2026-06-09
TrendForce
[News] Samsung, NVIDIA Deepen Ties as Talks Reportedly Expand to HBM5 Next Year and Next-Gen Groq Chips
2026-06-09 Semiconductors editor
News
Please note that this article cites information from The Chosun Daily, Seoul Economic Daily, ZDNet, Yonhap News, Newspim, and Dealsite.
Following Jensen Huang’s high-profile meetings with SK hynix during his South Korea visit, Samsung Electronics V
2026-06-09
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2026-06-09
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2026-06-09
digitimes.com
2026-06-09
Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue to expand. The comment was made by Samsung Electronics co-CEO and head of the Device Solutions (DS) division Young-hyun Jun following talks with Nvidia CEO Jensen Huang and senior executives at The Shilla hotel in Jun
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
www.thelec.net
2026-06-09
thelec.net
Samsung Electronics DS Division Head and Vice Chairman Jun Young-hyun holds a press briefing at the Shilla Hotel banquet hall in Seoul's Jangchung-dong district on June 8. (Photo: THE ELEC)
Samsung Electronics expressed confidence in its long-term partnership with Nvidia despite the chip designer's increasingly close relationship with SK hynix.
Jun Young-hyun, vice chairman and head of Samsung E
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Jerry Owens
Published: Jun 08 2026, 13:00 PM 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
Micro
2026-06-09
news.google.com
2026-06-09
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