Semiconductor News & Analysis Feed
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2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We Find Risky
Weixin Lin
Fri, June 19, 2026 at 8:08 AM PDT 3 min read
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3 Semiconductor Stocks We Find Risky
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more pow
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technology itself.
Hyperscalers such as Amazon (NASDAQ:AMZN | AMZN Pr
2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.techtimes.com
2026-06-19
Tech Times
By Allen Lee
Published: Jun 19 2026, 10:08 AM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soaring
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We’re Skeptical Of
Petr Huřťák
Fri, June 19, 2026 at 6:08 AM PDT 3 min read
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3 Semiconductor Stocks We're Skeptical Of
Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it's
2026-06-19
www.aol.com
2026-06-19
AOL.com
SK Hynix Has a Major Warning for Micron Technology Stock Investors
HARSH CHAUHAN, THE MOTLEY FOOL
Fri, June 19, 2026 at 8:43 PM GMT+8
0
Key Points
SK Hynix is trying to address the supply constraints in the memory industry by doubling its memory production capacity over the next five years.
This may seem like a negative for Micron Technology at first, given that it has benefited from the severe
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
SK Hynix Has a Major Warning for Micron Technology Stock Investors
Harsh Chauhan, The Motley Fool
Fri, June 19, 2026 at 5:43 AM PDT 5 min read
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Memory chips have been in phenomenal demand over the past three years due to their deployment in artificial intelligence (AI) data center accelerators, such as graphics ca
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
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2026-06-19
tomshardware.com
2026-06-19
Luke James
Intel has appointed Seok-Hee Lee, the former chief executive of memory maker SK hynix and battery maker SK On, as executive vice president of Intel Foundry.
2026-06-19
www.tomshardware.com
2026-06-19
Tom's Hardware
Tech Industry
Intel hires former SK hynix chief Seok-Hee Lee to lead Intel Foundry advanced packaging — company establishing section as 'focused business with dedicated leadership'
News
By Luke James published June 19, 2026
Intel carves back-end packaging into a standalone business.
(Image credit: Getty / Future Publishing)
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2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
A Chinese AI lab is allegedly catching up with Anthropic.
2026-06-19
www.kedglobal.com
2026-06-19
KED Global
KOSPI 200 ETF debuts in Hong Kong amid growing demand for direct, greater access to Korean stocks
Hong Kong Stock Exchange (Courtesy of Getty Images) Overseas investors are increasingly buying South Korean equities directly, as exchange traded funds (ETFs) linked to Korean stocks proliferate across Hong Kong, the US and Europe, providing greater access to the Korean market.The shift, which
2026-06-19
tomshardware.com
2026-06-19
Luke James
Wired has identified SK Telecom as the South Korean telecom company whose access to Anthropic's Claude Mythos model the White House ordered revoked over alleged ties to China.
2026-06-19
stockstory.org
2026-06-19
StockStory
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2026-06-19
stockstory.org
2026-06-19
StockStory
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2026-06-19
tomshardware.com
2026-06-19
Zhiye Liu
As part of an experiment, an enthusiast has written one petabyte of data on a legacy Sandisk P4 SATA II SSD that was released 16 years ago.
2026-06-19
www.thelec.net
2026-06-19
thelec.net
South Korea's fabless semiconductor industry is on edge following an unusually large recruitment drive by SK hynix for chip design engineers.
Industry sources said on June 19 that SK hynix plans to hire design engineers in the hundreds through its rolling recruitment program for new employees, with applications open through June 23. Recruiting at that scale for design positions alone is considere
2026-06-19
www.thelec.net
2026-06-19
thelec.net
(From left) Lip-Bu Tan, chief executive officer of Intel, and Lee Seok-hee, executive vice president of Intel Foundry. (Photo: Lip-Bu Tan's LinkedIn)
Former SK hynix chief executive officer Lee Seok-hee is returning to Intel, where he will oversee advanced packaging technologies within the company's foundry business.
On June 18, Intel announced through its newsroom that it had appointed Lee as e
2026-06-19
www.theinvestor.co.kr
2026-06-19
theinvestor.co.kr
An electronic board at Hana Bank's dealing room in Seoul shows the Kospi index reaching 9,318.1 points on Friday morning. (Yonhap)
SK hynix briefly became the second South Korean company after Samsung Electronics to surpass a market capitalization of 2,000 trillion won ($1.31 trillion) on Friday. A semiconductor-led rally pushed the benchmark Kospi to a fresh intraday record before a broad market