Semiconductor News & Analysis Feed
2520 articles
2026-06-02
www.lightreading.com
2026-06-02
Light Reading
Nvidia has asked SKT to join its physical AI program as it seeks to build closer supply chain ties with Korean firms.
Nvidia has called on SK Telecom to join its physical AI program after the Korean telco successfully deployed digital twin models using Nvidia tools. SKT said it had completed a digital twin proof of concept of an SK Hynix chip fab, optimizing the technology for large-scale manufac
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.zacks.com
2026-06-02
Zacks Investment Research
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2026-06-02
www.msn.com
2026-06-02
MSN
Quick Read
SK Hynix and Micron both hit $1 trillion in market capitalization this week, joining Samsung as the world’s memory chip giants riding an unprecedented AI infrastructure supercycle.
Hyperscalers building massive AI clusters need enormous amounts of HBM to power advanced accelerators, and constrained manufacturing capacity has created one of the strongest operating environments the memo
2026-06-02
www.aol.com
2026-06-02
AOL.com
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2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.thestandard.com.hk
2026-06-02
The Standard (HK)
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2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.mobileworldlive.com
2026-06-02
Mobile World Live
DIGITAL INDUSTRIES
NVIDIA
June 2, 2026
SKT puts Nvidia digital twins to work in chip fabs
By Amiya Johar
SHARE
SK Telecom (SKT) partnered up with Nvidia to use the chip company’s digital twin technology for semiconductor manufacturing environments operated by SK Hynix, pushing industrial AI deployments to achieve more automated factory operations.
The operator said it used Nvidia “Omniverse lib
2026-06-02
www.investing.com
2026-06-02
Investing.com
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-02
www.techzine.eu
2026-06-02
Techzine Global
2 MIN
DEVICES
SK Hynix to double wafer capacity amid AI memory shortage
ERIK VAN KLINKEN
2026年6月2日 GMT+8 17:20
The memory crunch is raising prices for hyperscalers, enterprises and consumers. SK Hynix is benefitting enormously from it, just like the other two major memory manufacturers Micron and Samsung. However, unlike those two rivals, SK Hynix plans to double its memory-chip wafer production
2026-06-02
www.chosun.com
2026-06-02
조선일보
By Ahn Byeol
Published 2026.06.02. 18:00
Updated 2026.06.02. 18:15
NVIDIA CEO Jensen Huang enters the 'Korea Partners Night' event held at a seafood restaurant in downtown Taipei, Taiwan, on the afternoon of the 1st. /Courtesy of Kim Min-jae
The words of NVIDIA CEO Jensen Huang have sparked mixed reactions among South Korea’s semiconductor giants. The controversy began after the “Korea Partner N
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
biz.chosun.com
2026-06-02
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.02. 18:07
Updated 2026.06.03. 00:39
Samsung Electronics and SK hynix moved to compete for leadership over high-bandwidth memory (HBM), which has emerged as a core component in the age of artificial intelligence (AI), at Computex 2026, Asia's largest IT and computing trade show, in Taipei, Taiwan. Samsung Electronics highlighted its technological competitiveness
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.tradingkey.com
2026-06-02
TradingKey
SK Hynix plans to double memory chip wafer production capacity within five years, projecting a global shortage until 2030 due to AI-driven HBM demand. The company aims to be NVIDIA's primary HBM supplier for the Vera Rubin system, currently holding a significant share of HBM4 orders. SK Group also seeks to diversify partnerships in Taiwan beyond TSMC. SK Hynix has surpassed $1 trillion in market c
2026-06-02
www.mk.co.kr
2026-06-02
매일경제
Chey Tae-won, chairman of SK Group, declared that he would double SK hynix's production capacity within the next five years.
He also maintained his view that the supply shortage will continue until 2030 as demand for memory, including High Bandwidth Memory (HBM), surges amid the spread of AI.
On the 2nd, after touring the exhibition halls at COMPUTEX Taipei 2026 in Taipei, Taiwan, Chey told repo
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) stock has had a lackluster year by its standards. It's up about 13% so far, which would be OK in a normal year because the S&P 500 (
^GSPC
+0.13%
) typically averages about a 10% return in a year.
But this isn't a normal year. The S&P 500 is already up 11% so far, and the S&P 500 technology-only sector is up nearly 25%. With the average tech stock showing more than double Nv