Semiconductor News & Analysis Feed
2460 articles
2026-06-22
finimize.com
2026-06-22
Finimize
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2026-06-22
www.digitimes.com
2026-06-22
digitimes
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold...
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2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
www.chosun.com
2026-06-22
조선일보
By Lee Hai-woon
Published 2026.06.22. 05:30
Updated 2026.06.22. 11:25
“If a super buyer like Apple has to purchase memory at high prices, who could be stronger than that? It’s Samsung Electronics, SK Hynix, and Micron, the companies selling memory.”
On June 22, the YouTube channel ‘Chosun Money,’ produced by the Chosun Ilbo’s economic department, featured ‘Wall Tech Man,’ a U.S. enterprise anal
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
3 Chip Supplier Stocks For AI Demand And P E Risk
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI driven demand for key electronics components is squeezing hardware makers like Nintendo and Sony through shortages, higher parts prices, and rising tariffs, while some upstream suppliers sit closer to the pressure point in this supply chain. When
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
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JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
tomshardware.com
2026-06-21
Luke James
The Bank of Korea has named performance bonuses at Samsung Electronics and SK hynix as a risk to the country's inflationary stability.
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
Tech Industry
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target
News
By Luke James published 2 days ago
Memory boom payouts worth up to $455,000 per worker are now a variable in the central bank's price outlook.
(Image credit: Samsung)
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2026-06-21
www.techtimes.com
2026-06-21
Tech Times
By Kyle Belmonte
Published: Jun 21 2026, 06:29 AM EDT
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NVIDIA.COM
NVIDIA's consumer graphics division is operating under conditions that would have seemed implausible a year ago: GPU supply to its manufacturing partners has been cut by as much as 20 percent, two of its most capable mid-range ca
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
People walk past the Samsung Electronics headquarters in Suwon, Gyeonggi Province, May 22. Yonhap
University departments guaranteeing jobs at Samsung Electronics and SK hynix required more competitive admissions scores than Seoul National University's (SNU) natural sciences track this year — a notable milestone given that SNU, widely regarded as Korea's most prestigious university, has long set t
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
SK Hynix (KOSE:A000660) Ships HBM4E DRAM To AI Customers
Bailey Pemberton
Sat, June 20, 2026 at 8:13 PM PDT 3 min read
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SK hynix has begun shipping its next generation HBM4E DRAM for AI customers, introduc
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
A semiconductor wafer on display at Semicon Korea 2026, the chip industry's biggest annual showcase in Seoul, on Feb. 11 (Newsis)
Semiconductor majors run jointly with Samsung Electronics and SK hynix have overtaken Seoul National University's natural sciences programs in 2026's entrance scores.
The shift puts a guaranteed chip-industry job, for the first time at this scale, in the same tier as
2026-06-21
www.thelec.net
2026-06-21
thelec.net
SK hynix participates in HPE Discover Las Vegas 2026. (Photo: SK hynix)
SK hynix announced on June 19 that it participated in Hewlett Packard Enterprise's HPE Discover Las Vegas 2026 (HPED 2026).
The event was held from June 15 to June 18 local time at the Venetian Convention Center in Las Vegas. At the exhibition, SK hynix strengthened its partnership with HPE and showcased a broad portfolio of
2026-06-21
hothardware.com
2026-06-21
HotHardware
SK Hynix Fires Back In The AI Memory Race With Next Gen 48GB HBM4E
by Zak Killian — Saturday, June 20, 2026, 02:28 PM EDT
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SK hynix just announced the delivery of its 12-layer HBM4E memory samples to major hardware clients, intensifying the competition to supply the memory backbone for future AI accelerators. The new fat stacks of RAM represent a significant leap in data density and thro
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
tomshardware.com
2026-06-20
Luke James
A developer has created a Chromium browser-based tool that turns Valve's second-gen Steam Controller into a self-propelled RC car.
2026-06-20
economictimes.indiatimes.com
2026-06-20
The Economic Times
Synopsis
Intel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced packaging and system integration efforts, a crucial area for Intel's push into next-generation AI systems. His extensive experience in high-scale technology and manufacturing is expected to bolster Intel's capabilities and customer commitments in this v
2026-06-20
www.aninews.in
2026-06-20
ANI News
Intel hires former SK hynix chief Lee Seok-hee to lead advanced packaging
ANI | Updated: Jun 20, 2026 17:01 IST
Seol [South Korea], June 20 (ANI): Intel has appointed former CEO of SK hynix and SK On Lee Seok-hee as a senior vice president in its foundry business, amid the US chipmaker's push into advanced semiconductor packaging.
According to a report by The Korea Herald, Intel announced Thursd
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su