Semiconductor News & Analysis Feed
358 articles
2026-06-02
www.thestandard.com.hk
2026-06-02
The Standard (HK)
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2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.investing.com
2026-06-02
Investing.com
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-02
www.techzine.eu
2026-06-02
Techzine Global
2 MIN
DEVICES
SK Hynix to double wafer capacity amid AI memory shortage
ERIK VAN KLINKEN
2026年6月2日 GMT+8 17:20
The memory crunch is raising prices for hyperscalers, enterprises and consumers. SK Hynix is benefitting enormously from it, just like the other two major memory manufacturers Micron and Samsung. However, unlike those two rivals, SK Hynix plans to double its memory-chip wafer production
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
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.tradingkey.com
2026-06-02
TradingKey
SK Hynix plans to double memory chip wafer production capacity within five years, projecting a global shortage until 2030 due to AI-driven HBM demand. The company aims to be NVIDIA's primary HBM supplier for the Vera Rubin system, currently holding a significant share of HBM4 orders. SK Group also seeks to diversify partnerships in Taiwan beyond TSMC. SK Hynix has surpassed $1 trillion in market c
2026-06-02
www.mk.co.kr
2026-06-02
매일경제
Chey Tae-won, chairman of SK Group, declared that he would double SK hynix's production capacity within the next five years.
He also maintained his view that the supply shortage will continue until 2030 as demand for memory, including High Bandwidth Memory (HBM), surges amid the spread of AI.
On the 2nd, after touring the exhibition halls at COMPUTEX Taipei 2026 in Taipei, Taiwan, Chey told repo
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
kfgo.com
2026-06-02
The Mighty 790 KFGO
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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.bloomberg.com
2026-06-02
Bloomberg.com
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2026-06-02
www.reuters.com
2026-06-02
Reuters
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2026-06-02
www.digitimes.com
2026-06-02
digitimes
South Korea's Ministry of Trade, Industry, and Energy announced on June 2, 2026, that it would sharply streamline domestic approval procedures for extreme ultraviolet equipment used in semiconductor fabrication, reducing installation lead times from 34 days...
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
Inspection Period Reduced from 34 to 9 Days, Cutting 25 Days
Intermediate Inspection Omitted, Saving 500 Million Won per Unit
Samsung Electronics and SK hynix Expected to Accelerate Advanced Production Line Deployment
Samsung Electronics Semiconductor Production Site
View original image
The government is significantly streamlining the domestic introduction procedures for EUV (Extreme Ultravio
2026-06-02
www.benzinga.com
2026-06-02
Benzinga
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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