Semiconductor News & Analysis Feed
130 articles
2026-06-10
digitimes.com
2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
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
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
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips
The partnership targets HBM4 memory for Nvidia's Vera Rubin platform, with initial deliveries planned for Q3 2026.
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Helena Cheng
2H
Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out
NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers.
The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H
2026-06-08
maaal.com
2026-06-08
صحيفة مال
Nvidia CEO: Memory Chip Shortage Could Last for Years
Maaal: «Riyadh»
Publish: 8 June 2026
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Nvidia and South Korea's SK are set to announce a collaboration plan on Monday, as Jensen Hwang, president of the US chipmaker, said the current memory chip shortage could last for several years.
A spokesperson for SK Hynix confirmed that group chairman Chi Tae-won and Nvidia CEO JFK plann
2026-06-08
maaal.com
2026-06-08
صحيفة مال
Nvidia CEO: Memory Chip Shortage Could Last for Years
Maaal: «Riyadh»
Publish: 8 June 2026
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Nvidia and South Korea's SK are set to announce a collaboration plan on Monday, as Jensen Hwang, president of the US chipmaker, said the current memory chip shortage could last for several years.
A spokesperson for SK Hynix confirmed that group chairman Chi Tae-won and Nvidia CEO JFK plann
2026-06-08
qz.com
2026-06-08
qz.com
EMERGING TECHNOLOGIES
Nvidia seals a multi-year memory chip deal with SK Hynix — but South Korean chip stocks are sinking
SK Hynix stock closed 7.7% lower on Monday as robust U.S. jobs data fueled bets on a Federal Reserve rate hike
By
Cris Tolomia
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Published 17 minutes ago
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Credit: Nvidia $NVDA -6.20%
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia signs multi-year memory chip deal with SK Hynix
Quartz · Credit: Nvidia
Cris Tolomia
Mon, June 8, 2026 at 4:17 AM PDT 2 min read
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Nvidia and SK Hynix announced a multi-year technology partnership Monday to develop next-generation memory chips for AI data centers and accelerate semiconductor design and manufacturing — e
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
fortune.com
2026-06-08
Fortune
Nvidia Corp. Chief Executive Officer Jensen Huang said its new Vera central processing units will use SK Hynix Inc.’s memory chips as the two companies prepare to do more business in the coming year.
“We had a very big year this year with SK Hynix, and we are preparing for a very, very large second half of the year and next year,” Huang told reporters outside a Seoul restaurant on Sunday where h
2026-06-07
www.bloomberg.com
2026-06-07
Bloomberg
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2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
AI Data Centers Are Draining the Memory Chip Supply Chain, and Car and Phone Bills Will Show It
Trade groups warn Washington as Ericsson and Nokia push to renegotiate contracts, with consumer wireless and auto prices in the crosshairs.
BY TECHNOLOGY DESK
JUNE 7, 2026
The automotive industry is among the sectors facing cost pressure as AI data centers consume memory chips. [Image Source: The Drive
2026-06-07
world.infonasional.com
2026-06-07
world.infonasional.com
world.infonasional.com
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Privacy
2026-06-06
malaysia.news.yahoo.com
2026-06-06
Yahoo News Malaysia
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2026-06-06
www.thestreet.com
2026-06-06
thestreet.com
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2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
news.google.com
2026-06-05
GuruFocus
2026-06-05
news.google.com
2026-06-05
Communications Today
2026-06-05
news.google.com
2026-06-05
Retail TouchPoints