SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

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digitimes.com 2026-07-07

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.

Ingenic says DRAM foundry capacity strain won't ease until 2H27

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digitimes.com 2026-07-07

China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.

Bernstein raises ASML stock price target to $2,623 on AI demand - Investing.com

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news.google.com 2026-07-06 Investing.com

Memory chip giant raises $28 billion in landmark US listing as AI demand surges - eciks.org

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news.google.com 2026-07-06 eciks.org

Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

Power Stage Segment to Dominate Data Center Semiconductor Market by 2029, Driven by AI Demand - GlobeNewswire

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news.google.com 2026-07-06 GlobeNewswire

Power Stage Segment to Dominate Data Center Semiconductor Market by 2029, Driven by AI Demand - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

Citi lifts TSMC PT, sees chipmaker raising 2026 growth outlook on AI demand - Investing.com

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news.google.com 2026-07-06 Investing.com

SK Hynix plans $28 billion Nasdaq listing to tap AI demand - Межа. Новини України.

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news.google.com 2026-07-06 Межа. Новини України.

Kingboard raises CCL prices again as AI demand tightens PCB material supply

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digitimes.com 2026-07-06

Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.

Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand

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digitimes.com 2026-07-06

Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.

Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

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digitimes.com 2026-07-06

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources.

Phison says AI demand could erase NAND memory's boom-and-bust cycle

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digitimes.com 2026-07-06

AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.

Nvidia supplier Hon Hai’s sales beat on continued AI demand - Fortune

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news.google.com 2026-07-06 Fortune

Why Micron Technology, Inc.’s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum - Insider Monkey

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news.google.com 2026-07-05 Insider Monkey

Why Micron Technology, Inc.’s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum - Yahoo Finance

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news.google.com 2026-07-05 Yahoo Finance

Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand - Bloomberg.com

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news.google.com 2026-07-05 Bloomberg.com