Semiconductor News & Analysis Feed
738 articles
2026-06-02
www.chosun.com
2026-06-02
조선일보
By Ahn Byeol
Published 2026.06.02. 18:00
Updated 2026.06.02. 18:15
NVIDIA CEO Jensen Huang enters the 'Korea Partners Night' event held at a seafood restaurant in downtown Taipei, Taiwan, on the afternoon of the 1st. /Courtesy of Kim Min-jae
The words of NVIDIA CEO Jensen Huang have sparked mixed reactions among South Korea’s semiconductor giants. The controversy began after the “Korea Partner N
2026-06-02
biz.chosun.com
2026-06-02
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.02. 18:07
Updated 2026.06.03. 00:39
Samsung Electronics and SK hynix moved to compete for leadership over high-bandwidth memory (HBM), which has emerged as a core component in the age of artificial intelligence (AI), at Computex 2026, Asia's largest IT and computing trade show, in Taipei, Taiwan. Samsung Electronics highlighted its technological competitiveness
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
biz.chosun.com
2026-06-02
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.02. 16:39
Updated 2026.06.02. 16:39
Chey Tae-won, chairman of SK Group, projected that a memory supply shortage, including high-bandwidth memory (HBM), will continue through 2030 as demand for memory surges with the spread of artificial intelligence (AI). He also unveiled a plan to double SK hynix's wafer production capacity within the next five years to respon
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-02
en.bloomingbit.io
2026-06-02
bloomingbit
SK, Nvidia Deepen Alliance in Taiwan as Huang Cites Close HBM Cooperation
Published 5:11 PM Jun 1, 2026
Source
Korea Economic Daily
Summary
About STAT AI
SK Group said it discussed strengthening a long-term partnership with Nvidia in AI infrastructure and AI memory through a series of meetings.
SK hynix said it congratulated Nvidia on reaching a $1 trillion market capitalization, reflected on th
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
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2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
www.thelec.net
2026-06-01
thelec.net
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2026-06-01
www.businesskorea.co.kr
2026-06-01
Businesskorea
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2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
Korea-China HBM Gap Narrows to Three Years
China Pursues Korea With Volume Offensive
CXMT Technology Catches Up to HBM3
Wafer Capacity Reaches Micron's Level
Jensen Huang Unveils PC AI Chip at GTC
Samsung, SK Memory Chip Demand to Grow
Finance
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Published 2026.06.01. 17:41:10
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By Kim Yoon-soo in Taipei
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Summary
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Nvidia CEO Jensen Huang unveils four new "Vera Rubin" products during
2026-06-01
www.aninews.in
2026-06-01
ANI News
Nvidia CEO Huang confirms Vera Rubin in full production with Korean HBM chips
ANI | Updated: Jun 01, 2026 13:12 IST
Seoul [South Korea], June 1 (ANI): Nvidia Chief Executive Jensen Huang said Monday that the company's next artificial intelligence accelerator, Vera Rubin, was in full production, confirming at his GTC Taipei keynote that high-bandwidth memory (HMB) from Samsung Electronics, SK hyn
2026-06-01
biz.chosun.com
2026-06-01
Chosunbiz
By
Kwon Woo-seok
Published 2026.06.01. 16:25
SK Securities said on the 1st that the semiconductor upcycle will last and raised its target prices for Samsung Electronics and SK hynix to 6.1 million won and 4 million won, respectively. As of the day's close, Samsung Electronics and SK hynix ended at 349,000 won and 2,363,000 won, respectively.
Earlier, on Apr. 8, SK Securities set target prices f
2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
www.digitaltoday.co.kr
2026-06-01
디지털투데이
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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