Semiconductor News & Analysis Feed
1385 articles
2026-06-02
biz.chosun.com
2026-06-02
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.02. 16:39
Updated 2026.06.02. 16:39
Chey Tae-won, chairman of SK Group, projected that a memory supply shortage, including high-bandwidth memory (HBM), will continue through 2030 as demand for memory surges with the spread of artificial intelligence (AI). He also unveiled a plan to double SK hynix's wafer production capacity within the next five years to respon
2026-06-02
www.bloomberg.com
2026-06-02
Bloomberg.com
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2026-06-02
www.reuters.com
2026-06-02
Reuters
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2026-06-02
www.digitimes.com
2026-06-02
digitimes
South Korea's Ministry of Trade, Industry, and Energy announced on June 2, 2026, that it would sharply streamline domestic approval procedures for extreme ultraviolet equipment used in semiconductor fabrication, reducing installation lead times from 34 days...
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
Inspection Period Reduced from 34 to 9 Days, Cutting 25 Days
Intermediate Inspection Omitted, Saving 500 Million Won per Unit
Samsung Electronics and SK hynix Expected to Accelerate Advanced Production Line Deployment
Samsung Electronics Semiconductor Production Site
View original image
The government is significantly streamlining the domestic introduction procedures for EUV (Extreme Ultravio
2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-02
www.benzinga.com
2026-06-02
Benzinga
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2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
www.datacenterdynamics.com
2026-06-01
Data Center Dynamics
Workers at a South Korean semiconductor factory operated by SK Hynix were impacted by a fluorine gas leak at the site.
Citing a fire official, Yonhap News Agency reported that 3,600 employees were evacuated following a gas leak, which occurred after a fire broke out at the facility.
SK Hynix Cheongju campus
– SK Hynix
The fire has since been contained, and seven workers were taken to a hospital
2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
startupfortune.com
2026-06-01
Startup Fortune
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2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
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2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 15:15 PM EDT
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A Samsung flag flutters outside the company's Seocho building in Seoul on May 20, 2026. JUNG YEON-JE/AFP VIA GETTY IMAGES
A figure that has shaped South Korea's most contentious chipmaker labor dispute in years — that Samsung Electronics loses
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Rora Oh,
Park Ji-min
Published 2026.06.01. 00:47
Updated 2026.06.01. 06:23
SK Hynix, left, Samsung Electronics headquarters. /Yonhap
Samsung Electronics and SK Hynix, which have experienced unprecedented prosperity due to the AI (artificial intelligence) boom, are showing signs of being drawn into a vicious cycle of a "compensation chicken game." When employees voice dissatisfaction, asking,
2026-05-31
www.kedglobal.com
2026-05-31
KED Global
Samsung, SK Hynix join strategic investment round in Anthropic, developer of Claude AI model
Anthropic is the US developer behind the Claude generative AI model (Courtesy of Hankyung DB) South Korea’s two chip giants, Samsung Electronics Co. and SK Hynix Inc., are strengthening their links to the global artificial intelligence ecosystem by participating in a strategic investment
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Samsung Electronics and SK hynix participated in an investment round for artificial intelligence (AI) company Anthropic.
Anthropic said on May 28 that it raised $65 billion in its Series H funding round. Following the investment, the company's valuation reached $965 billion.
The funding round also included participation from three major memory suppliers: Samsung Electronics, SK hynix and Micron.
2026-05-31
www.tradingkey.com
2026-05-31
TradingKey
SK Hynix leads in HBM market share and profitability, driven by its high-margin HBM business and purer memory focus. Samsung Electronics, while larger in scale and demonstrating strong risk resilience, is accelerating its catch-up in HBM. Investors seeking high growth may prefer SK Hynix, while those prioritizing stability might favor Samsung, especially if its HBM4 strategy succeeds. Both are acc
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Choi Eun-kyung
Published 2026.05.31. 13:24
Kwak Noh-jung, SK Hynix CEO, speaks at the '2026 Co-prosperity Council Regular General Meeting' held at the Grand Walkerhill in Gwangjin-gu, Seoul on the 20th. /Courtesy of SK Hynix
Amid Samsung Electronics and SK Hynix stock prices surpassing 300,000 Korean won and 2,000,000 Korean won respectively, it was found that some executives' company stock r
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Kwak Chang-yeol
Published 2026.05.31. 11:28
Updated 2026.05.31. 13:41
ChatGPT
On the 27th, the Korean stock market saw a polarization of capital inflows between Samsung Electronics and SK Hynix in the single-stock leveraged ETF market. A total of 16 leveraged products—8 each for Samsung Electronics and SK Hynix—were simultaneously listed, but the majority of trading volume concentrated on SK