Semiconductor News & Analysis Feed

398 articles
2026-05-28
www.bloomberg.com 2026-05-28 Bloomberg.com
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2026-05-28
eciks.org 2026-05-28 eciks.org
DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand Published on 27 May 2026 at 12:27 pm • Written by Chris Martin • Reading duration : 4 minutes · read 71 times © DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand Share this post Show summary The Roundhill Memory ETF (DRAM) hit a 52-week high of $62.68 on May 27, 2026, extending its record r
2026-05-27
www.techtimes.com 2026-05-27 Tech Times
By Adrian Parham Published: May 27 2026, 10:37 AM EDT Share on Facebook Share on Twitter Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket MICRON.COM The three companies that control high-bandwidth memory — the chip at the bottleneck of every AI server on earth — crossed $1 trillion in market capitalization in the same month for the first time in history. Micron Technology cro
2026-05-27
news.futunn.com 2026-05-27 富途牛牛
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2026-05-27
www.moomoo.com 2026-05-27 Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here. 三星电子计划在越南投资39万亿越南盾(约合15亿美元),以建设首家芯片测试工厂。这一项目旨在缓解当前由人工智能(AI)需求激增所引发的全球存储芯片短缺问题。 智通财经APP获悉,三星电子计划在越南投资39万亿越南盾(约合15亿
2026-05-27
seekingalpha.com 2026-05-27 Seeking Alpha
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2026-05-27
www.ndtv.com 2026-05-27 NDTV
Access Denied You don't have permission to access "http://www.ndtv.com/shorts/global-chip-shortage-could-make-smartphones-more-expensive-warns-ex-infosys-cfo-1104707" on this server. Reference #18.29c83017.1779823118.68e0274c https://errors.edgesuite.net/18.29c83017.1779823118.68e0274c
2026-05-27
www.ndtv.com 2026-05-27 NDTV
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2026-05-26
www.thehindu.com 2026-05-26 The Hindu
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2026-05-25
pluang.com 2026-05-25 Pluang
AI data center growth faces a major hurdle: power grid delays could push new projects online only by 2030. The rapid expansion of AI infrastructure is hitting a critical bottleneck: power availability and grid capacity. Utilities may take 18 to 24 months just to confirm power capacity for new AI data centers, delaying projects significantly. Industry lead... Market News Neutral · 9 hours ago
2026-05-25
punchbowl.news 2026-05-25 Punchbowl News
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2026-05-25
www.msn.com 2026-05-25 MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices. Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year. Even with the recent drop, the stock is up more than sevenfold i
2026-05-25
www.msn.com 2026-05-25 MSN
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2026-05-25
www.msn.com 2026-05-25 MSN
GPU prices jump: Nvidia's CFO reported 2026 rental prices for H100 GPUs rose 20% and A100s 15%, defying normal semiconductor depreciation trends. Shortage spans stack: The AI chip bottleneck now affects GPUs, memory, networking gear, and cooling systems as hyperscaler demand overwhelms supply. Economic implications: Rising prices for older chips suggest AI infrastructure is behaving like a scarc
2026-05-24
timesofindia.indiatimes.com 2026-05-24 The Times of India
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2026-05-23
cryptobriefing.com 2026-05-23 Crypto Briefing
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2026-05-23
cryptobriefing.com 2026-05-23 Crypto Briefing
Try Gloria Terminal English Crypto Markets Prediction Markets Macro AI Tech Newsletter Podcasts Advertising Earn with Nexo NEWS Micron CEO sees memory chip shortage lasting beyond 2026 Record revenue and fully booked AI memory orders paint a picture of sustained scarcity, with customers receiving as little as half their requested chip volumes. by Editorial Team Just now ago SHARE Add us on Goo
2026-05-23
startupfortune.com 2026-05-23 Startup Fortune
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2026-05-23
finance.yahoo.com 2026-05-23 Yahoo Finance
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2026-05-23
finance.yahoo.com 2026-05-23 Yahoo Finance
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