Semiconductor News & Analysis Feed
1388 articles
2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.moomoo.com
2026-06-01
Moomoo
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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
2026-06-01
www.msn.com
2026-06-01
MSN
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Amazingly, shares of Micron Technology (
MU
+5.07%
) have doubled over the past 48 days.
As a result, this week the Boise, Idaho-based semiconductor manufacturer entered the rarefied $1 trillion club. Its market capitalization, as I write this, is about $1.04 trillion. That puts it, in terms of market value, above Walmart, Eli Lilly, and Berkshire Hathaway. Only about 14 publicly traded companies
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
borneobulletin.com.bn
2026-05-31
Borneo Bulletin
borneobulletin.com.bn
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2026-05-31
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
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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
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
www.kedglobal.com
2026-05-31
KED Global
Korea’s AI memory boom raises once-unthinkable question: Could SK Hynix overtake Samsung?
SK Hynix's logo (Courtesy of Reuters via Yonhap) For decades, one given in South Korea's equity market was that Samsung Electronics Co. is the country's undisputed champion.That assumption is now being tested.As the global artificial intelligence boom drives an extraordinary revaluation of memo
2026-05-31
www.koreatimes.co.kr
2026-05-31
koreatimes.co.kr
A 12-layer sample of Samsung Electronics' seventh-generation High Bandwidth Memory (HBM4E) / Courtesy of Samsung Electronics
Samsung Electronics became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 202
2026-05-31
www.koreaherald.com
2026-05-31
The Korea Herald
Samsung Electronics’ HBM4E 12-layer product, shipped for the first time in the world, is seen in this photo. (Samsung Electronics)
Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing US chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percen
2026-05-31
en.yna.co.kr
2026-05-31
Yonhap News Agency
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period, Micron's market share fe
2026-05-31
www.msn.com
2026-05-31
MSN
Samsung-automotive chip
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period,
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua