Semiconductor News & Analysis Feed
1281 articles
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Chae Je-u
Published 2026.06.29. 11:28
Updated 2026.06.30. 13:55
Graphics by Kim Sung-kyu
On the 29th, while Samsung Electronics and SK Hynix both showed weakness, construction stocks in the Honam region—where semiconductor factories of the two companies are set to be built—surged to their upper limits.
According to the Korea Exchange, as of 11:10 a.m. that day, Samsung Electronics and SK Hyn
2026-06-29
www.techbuzz.ai
2026-06-29
The Tech Buzz
Investors just hit the brakes on South Korea's chip ambitions. Samsung Electronics and SK Hynix saw their shares plunge Monday after reports emerged that both companies are preparing to unveil investment plans totaling a staggering $1.3 trillion. The market's harsh reaction signals growing concern that the AI memory boom might be turning into a capital-intensive arms race that could squeeze return
2026-06-29
www.cnbc.com
2026-06-29
CNBC
Shares of Samsung Electronics
and SK Hynix
declined on Monday after South Korea unveiled sweeping artificial intelligence and semiconductor mega-projects expected to attract hundreds of billions of dollars in investment over the coming years.
Samsung Electronics’ stock was down 4.8%, while SK Hynix erased early losses of a near 6% decline to fall 1.6%.
President Lee Jae Myung announced plans t
2026-06-29
news.google.com
2026-06-29
매일경제
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Joyce Lee, Hyunjoo Jin and Heekyong Yang
June 28, 2026 4 min read
005930.KS
-8.73%
000660.KS
-9.01%
By Joyce Lee, Hyunjoo Jin and Heekyong Yang
SEOUL, June 29 (Reuters) - South Korea on Monday laid out a sweeping industrial strategy centred on semiconductors and artificial intelligence, as President Lee Jae My
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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2026-06-29
digitimes.com
2026-06-29
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.
2026-06-29
simplywall.st
2026-06-29
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Plans $29.4 Billion Raise And Nasdaq ADR Listing
June 29, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix (KOSE:A000660) has announced a ₩29.4b follow on equity offering, alongside a concurrent listing of American Depositary Receipts on the Nasdaq.
The board has convened to approve the capital raise and U.S.
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Lee Hai-woon
Published 2026.06.29. 05:30
Updated 2026.06.30. 11:36
“Don’t chase the domestic stock market when it rises, and don’t sell just because it falls without reason. Reversing volatility can create opportunities, but simply following the trend can wipe out your account. In the AI era, the fact that the top two memory semiconductor companies are in South Korea is the strength of the KO
2026-06-28
www.thelec.net
2026-06-28
thelec.net
Artist's rendering of the SK hynix Yongin Semiconductor Cluster. (Source: SK ecoplant)
TEMC CNS has begun supplying Central Chemical Supply Systems (CCSS) to SK hynix, indicating that construction of the chipmaker's first fabrication plant (fab) at its Yongin Semiconductor Cluster has been completed and the project has entered the cleanroom installation phase.
TEMC CNS said on June 26 that it ha
2026-06-28
www.koreatimes.co.kr
2026-06-28
The Korea Times
High-bandwidth memory chip manufactured by Korea's SK Hynix are displayed at the Reuters office in San Francisco, Calif., Jan. 13. Reuters-Yonhap
U.S. memory chip maker Micron’s strong earnings and rosy mid-term outlook are prompting expectations on the profitability of Samsung Electronics and SK hynix in the second quarter.
According to industry officials, Sunday, Samsung Electronics is expecte
2026-06-28
simplywall.st
2026-06-28
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix Stock In Focus As Memory Shortage Lifts Chip Makers
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The global memory shortage is reshaping the semiconductor sector, lifting some stocks tied to memory chip supply while putting intense pressure on electronics brands that rely on those components. As Apple and Microsoft raise device prices t
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
www.barchart.com
2026-06-28
Barchart.com
AI Infrastructure by FOTOGRIN via Shutterstock
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the South Korean chip giant is making a move that could change everything for U.S.-base
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Dear Future SK Hynix Stock Investors, Mark Your Calendars for July 10
Aditya Raghunath
June 27, 2026 4 min read
000660.KS
-3.38%
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the S
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
SK Hynix is set to debut on Nasdaq via ADRs on July 10, 2026, marking a strategic move to capitalize on its 58% global HBM market share. Benefiting from deep integration with Nvidia, the firm reported a 72% operating margin in Q1 2026. While its first-mover advantage in AI memory supports a favorable outlook, key risks include Samsung’s aggressive HBM4 competition, potential cooling in AI capital
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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