Semiconductor News & Analysis Feed
20 articles
2026-09-14
www.sammobile.com
2026-09-14
2026-09-12
news.google.com
2026-09-12
2026-09-10
news.google.com
2026-09-10
2026-09-10
www.newsquawk.com
2026-09-10
2026-09-10
www.taipeitimes.com
2026-09-10
2026-09-05
news.google.com
2026-09-05
2026-09-04
pulse.mk.co.kr
2026-09-04
In Q2 2024, Samsung Electronics significantly increased its share in the global high-bandwidth memory (HBM) market to 33%, up 12 percentage points from the previous quarter, narrowing the gap with market leader SK Hynix. According to Counterpoint Research, SK Hynix retained its top position with a 5
2026-09-03
www.barrons.com
2026-09-03
2026-09-03
www.barrons.com
2026-09-03
2026-09-03
finance.yahoo.com
2026-09-03
The global DRAM market is undergoing a significant shift as Chinese memory manufacturer CXMT (ChangXin Memory Technologies) gains ground, surpassing traditional leaders like Samsung, SK Hynix, and Micron. According to Counterpoint Research, CXMT's market share rose to 10% in Q2 from 4% a year earlie
2026-09-03
en.sedaily.com
2026-09-03
According to market research firm Counterpoint Research, Samsung Electronics significantly expanded its high-bandwidth memory (HBM) market share from 21% in the previous quarter to 33% in Q2, narrowing the gap with market leader SK Hynix. While SK Hynix still holds a 50% share, the gap has narrowed
2026-09-03
www.asiae.co.kr
2026-09-03
According to market research firm Counterpoint Research, SK Hynix maintained its leadership in the global high bandwidth memory (HBM) market in Q2 2024, capturing 50% of market revenue. Although its share declined slightly from last year's 64%, SK Hynix remains the dominant player. Meanwhile, Samsun
2026-09-03
seekingalpha.com
2026-09-03
NVIDIA delivered another strong quarterly performance in Q2 2026, despite growing competition from other Big Tech firms in custom silicon. The company's earnings call highlighted improvements in revenue per watt of deployed AI infrastructure, underscoring its efficiency gains. NVIDIA raised its FY28
2026-09-03
beth-kindig.medium.com
2026-09-03
NVIDIA delivered another strong quarterly performance in Q2 2026, despite an anticipated decline in its AI accelerator market share from around 90% to approximately 70% by end-2026. The company shifted investor focus by highlighting robust growth in sovereign AI, regional AI, neoclouds, and enterpri
2026-08-23
www.moomoo.com
2026-08-23
2026-08-18
2026-08-12
seekingalpha.com
2026-08-12
According to Counterpoint Research's latest report, Samsung maintained its leading position in the global NAND flash market during Q2 2026, capturing 25% of total shipments. SK Hynix, newly listed on Nasdaq, ranked second with approximately 15% market share, reflecting its growing competitiveness in
2026-08-12
www.techpowerup.com
2026-08-12
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10