Semiconductor News & Analysis Feed
2251 articles
2026-06-29
pulse2.com
2026-06-29
Pulse 2.0
Samsung Electronics and SK Hynix are reportedly preparing major long-term investment plans as South Korea looks to strengthen its position in semiconductors, artificial intelligence infrastructure, and next-generation memory chips.
According to CNBC, shares of Samsung Electronics and SK Hynix fell after reports surfaced that Samsung Group and SK Group could unveil investment plans of up to 2,000
2026-06-29
www.thelec.net
2026-06-29
thelec.net
The government announced a new semiconductor investment plan of more than 900 trillion won in partnership with Samsung Electronics, SK hynix and other major companies. (Image: THE ELEC)
Samsung Electronics and SK hynix will invest a combined 800 trillion won to build four semiconductor fabrication plants in South Korea's southwest region, while 81 trillion won will be invested in the Chungcheong
2026-06-29
qz.com
2026-06-29
qz.com
A new semiconductor manufacturing hub in southwestern South Korea is set to receive a combined 800 trillion won ($520 billion) commitment from Samsung Electronics and SK Hynix, with each chipmaker pledging to construct two fabrication plants there as memory chip demand tied to artificial intelligence continues to outpace what current facilities can supply.
South Korean President Lee Jae Myung ann
2026-06-29
www.mobileworldlive.com
2026-06-29
Mobile World Live
www.mobileworldlive.com
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2026-06-29
timesofindia.indiatimes.com
2026-06-29
The Times of India
The TOI Tech Desk is a dedicated team of journalists committed to delivering the latest and most relevant news from the world of technology to readers of The Times of India. TOI Tech Desk’s news coverage spans a wide spectrum across gadget launches, gadget reviews, trends, in-depth analysis, exclusive reports and breaking stories that impact technology and the digital universe. Be it how-tos or th
2026-06-29
www.gamesindustry.biz
2026-06-29
GamesIndustry.biz
Home News
SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM market
Lawyers claim that the trio has cut the supply of consumer – or 'conventional' – DRAM in defiance of "all economic and business logic"
Image credit: Igor Omilaev via Unsplash
News by Alex Forbes-Calvin Contributor
Published on June 29, 2026
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Chip giants
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.trendforce.com
2026-06-29
TrendForce
[News] Samsung, SK hynix, Micron Face U.S. Class-Action Lawsuit Over Alleged DRAM Supply Manipulation
2026-06-29 Semiconductors editor
News
Please note that this article cites information from IT Chosun, Wccftech, and The Biz.
The world’s three largest memory chipmakers—Samsung, SK hynix, and Micron—are facing a U.S. class-action lawsuit. According to IT Chosun, 17 U.S. consumers allege
2026-06-29
www.tikr.com
2026-06-29
TIKR.com
Key Takeaways:
Both Micron and SanDisk are signing long-term supply deals with AI customers worth tens of billions of dollars.
Micron makes a special type of memory chip that AI systems desperately need. SanDisk does not.
Analyst estimates suggest both stocks could double from here, but the paths and risks are very different.
Now Live: Discover how much upside your favorite stocks could have usin
2026-06-29
www.aol.com
2026-06-29
AOL.com
SK Hynix Just Sent a Huge Warning to Micron Investors
Adam Levy, The Motley Fool
Mon, June 29, 2026 at 10:50 AM UTC
0
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better t
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg
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2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Massive demand for memory chips for artificial intelligence (AI) training and inference has been a boon for the three major memory chipmakers. Shares of Micron Technology (
MU
+1.18%
) have climbed over 850% in the past year, while its Korean competitors SK Hynix and Samsung Electronics are up nearly 900% and 500%, respectively, in the same period. All three have benefited from a massive supply/de
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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For further inform
2026-06-29
www.tomsguide.com
2026-06-29
Tom's Guide
Computing
I knew we weren't crazy! Samsung, SK Hynix and Micron just got sued — accused of using 'AI' to fix prices and screw your wallet in RAMpocalypse
News
By Jason England
Published June 29, 2026
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2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
Samsung, SK Hynix, and Micron face a class-action antitrust lawsuit in California alleging coordinated capacity constraints under the guise of an HBM transition. Plaintiffs claim the memory giants restricted conventional DRAM supply to drive a 700% price surge, shifting capacity to higher-margin HBM. While the lawsuit invokes historical precedents of collusion, market analysts expect supply-demand
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
SK Hynix (KOSE:A000660) Starts Shipping HBM4E Samples To Major AI Customers
Bailey Pemberton
June 29, 2026 2 min read
000660.KS
-10.58%
A000660
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
SK hynix has started shipping samples of its next generation HBM4E DRAM to major customers.
The new high bandwidth memory is designed for
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
__fail__
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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