Semiconductor News & Analysis Feed
738 articles
2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.08. 06:00
A view of the foundry plant at the Hwaseong Campus of Samsung Electronics./Courtesy of Samsung Electronics
Inside Samsung Electronics, some say the foundry division could return to profit as early as the third quarter of this year. Analysts say profitability has gained momentum as production of base dies used in the 2-nanometer advanced process and hi
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Nvidia’s, Billion
Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not Weak Demand
07.06.2026 - 21:35:01 | boerse-global.de
Nvidia locks in HBM4 memory for Vera Rubin amid warning of multi-year advanced chip shortage; stock dips 5% but analysts see 45% upside.
Nvidia’s - Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not W
2026-06-07
en.sedaily.com
2026-06-07
Seoul Economic Daily
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2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Hynix, Doubles
SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO Plans Amid Market Turmoil
06.06.2026 - 22:43:21 | boerse-global.de
SK Hynix stock drops 10% on Broadcom AI miss, but expansion plans and HBM dominance position it for long-term growth; ADR listing up to $14B.
Hynix - SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO
2026-06-06
www.investing.com
2026-06-06
Investing.com
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2026-06-06
www.digitimes.com
2026-06-06
digitimes
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this functio
2026-06-06
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
2026-06-06
digitimes.com
2026-06-06
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.
2026-06-06
digitimes.com
2026-06-06
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.streetinsider.com
2026-06-05
StreetInsider
Investing.com -- NVIDIA (NASDAQ: NVDA) CEO Jensen Huang confirmed on June 5, 2026 that Samsung Electronics (LON:0593xq), SK Hynix Inc (KS:000660), and Micron Technology Inc (NASDAQ: MU) have all passed certification to supply HBM4 high-bandwidth memory for the company's next-generation Vera Rubin AI accelerator platform, marking the first public acknowledgment of approvals for all three major memo
2026-06-05
www.sdxcentral.com
2026-06-05
SDxCentral
Nvidia certifies ‘big three’ for HBM4, securing memory supply for Vera Rubin launch: report
Samsung, SK Hynix, and Micron meet chip giant's requirements
June 05, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
Samsung Electronics, SK Hynix, and Micron, the so-called "big three" memory makers, have all been given the green light to by Nvidi
2026-06-05
www.tradingview.com
2026-06-05
TradingView
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2026-06-05
www.asiae.co.kr
2026-06-05
아시아경제
Samgyeopsal and Somaek Gathering at "Hyungnim Jeoyo" in Hongdae
Toast: "Cheers! Go Korea! SK, LG, Naver!"
Taking Selfies with Nearby Diners and Chatting with Children
Handing Out HBM Chips, Donuts, and Bungeoppang Snacks to Citizens
Payment Covered by Chairman Lee Haejin Using Naver Pay
Jensen Huang, CEO of NVIDIA, along with the heads of Korea's major conglomerates such as SK, LG, and Naver, beg
2026-06-05
news.google.com
2026-06-05
Seoul Economic Daily
2026-06-05
www.xtb.com
2026-06-05
XTB.com
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2026-06-05
www.xtb.com
2026-06-05
XTB.com
Nvidia’s official confirmation that HBM4 memory from SK hynix, Samsung, and Micron has been certified for its upcoming Vera Rubin platform is far more than just good news for memory manufacturers. From a market perspective, the key takeaway is the signal sent by Nvidia itself. For the first time, the company has chosen to build the next generation of its AI accelerators around a fully diversified
2026-06-05
www.xtb.com
2026-06-05
XTB.com
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 72% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Nvidia’s official confirmation that HBM4 memory from SK hynix, Samsung, and Micron has been ce
2026-06-05
news.google.com
2026-06-05
GuruFocus