Semiconductor News & Analysis Feed

20 articles
2026-09-28
en.sedaily.com 2026-09-28
2026-09-27
en.sedaily.com 2026-09-27
The Korea Export-Import Bank's latest analysis highlights a structural shift in the AI chip landscape: the center of gravity is moving from training-focused GPUs to inference-optimized NPUs, a transition poised to reshape competitive dynamics. With the data center AI chip market projected to nearly
2026-09-24
en.sedaily.com 2026-09-24
2026-09-15
en.sedaily.com 2026-09-15
Hanwha Asset Management has launched two new exchange-traded funds (ETFs) tracking suppliers of high-bandwidth memory (HBM) and artificial intelligence chips. The funds aim to provide investors with exposure to key segments of South Korea’s semiconductor supply chain. One fund, PLUS Korea HBM Semico
2026-09-10
en.sedaily.com 2026-09-10
Hanwha Asset Management's PLUS Global HBM Semiconductor ETF has delivered an impressive cumulative return of 950.35% since its listing, driven by a resurgence in the memory chip market fueled by expanding AI infrastructure investments. The fund, which holds major global memory chipmakers including S
2026-09-08
news.google.com 2026-09-08
2026-09-08
finance.yahoo.com 2026-09-08
2026-09-08
moneymorning.com 2026-09-08
2026-09-08
en.sedaily.com 2026-09-08
2026-09-08
finance.yahoo.com 2026-09-08
2026-09-04
www.ad-hoc-news.de 2026-09-04
SK Hynix posted record Q2 revenue of KRW 79.3 trillion and an operating margin of 76%, yet its stock has dropped 47% from its peak. The company faces a triple squeeze: political pressure from the U.S. demanding increased domestic investment, a shrinking lead in high-bandwidth memory (HBM) amid risin
2026-09-04
www.koreajoongangdaily.com 2026-09-04
2026-09-04
www.koreatimes.co.kr 2026-09-04
2026-09-04
www.koreatimes.co.kr 2026-09-04
2026-09-04
en.yna.co.kr 2026-09-04
2026-09-04
en.sedaily.com 2026-09-04
2026-09-03
en.sedaily.com 2026-09-03
According to market research firm Counterpoint Research, Samsung Electronics significantly expanded its high-bandwidth memory (HBM) market share from 21% in the previous quarter to 33% in Q2, narrowing the gap with market leader SK Hynix. While SK Hynix still holds a 50% share, the gap has narrowed
2026-09-02
en.sedaily.com 2026-09-02
U.S. Commerce Secretary Howard Lutnick announced that the Trump administration is developing a tariff framework for semiconductors, signaling a potential shift toward more aggressive trade policies aimed at boosting domestic chip production. Lutnick emphasized that companies should prepare for incom
2026-09-01
en.sedaily.com 2026-09-01
2026-09-01
en.sedaily.com 2026-09-01