Semiconductor News & Analysis Feed
233 articles
2026-07-13
news.google.com
2026-07-13
Fortune
2026-07-13
news.google.com
2026-07-13
Fortune
2026-07-13
digitimes.com
2026-07-13
Huawei is reportedly partnering with Chinese DRAM maker Shenzhen Shengweixu Technology (SwaySure) and the Chinese government to build a state-backed 12-inch memory fabrication plant in Shenzhen, a move aimed at easing DRAM shortages while reducing reliance on overseas suppliers amid continued US export controls.
2026-07-11
cryptobriefing.com
2026-07-11
Crypto Briefing
2026-07-11
wccftech.com
2026-07-11
Wccftech
2026-07-10
www.thestreet.com
2026-07-10
thestreet.com
2026-07-10
tomshardware.com
2026-07-10
Luke James
Nanya Technology plans capex of more than TW$200 billion ($6.2 billion) in 2027, roughly four times its budget for this year.
2026-07-10
www.moomoo.com
2026-07-10
Moomoo
2026-07-10
stocktwits.com
2026-07-10
Stocktwits
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
www.tradingview.com
2026-07-10
TradingView
2026-07-10
www.igorslab.de
2026-07-10
igor´sLAB
2026-07-10
digitimes.com
2026-07-10
Nanya Technology posted record quarterly profit after a more than 60% rise in average DRAM selling prices lifted its gross margin to 79.5%, with the Taiwanese memory chipmaker expecting prices and margins to improve further in the second half.
2026-07-10
digitimes.com
2026-07-10
SK Hynix has priced a US$26.5 billion Nasdaq offering, giving the world's leading supplier of high-bandwidth memory fresh capital to expand DRAM wafer production, advanced packaging and leading-edge manufacturing equipment at the same time.
2026-07-10
digitimes.com
2026-07-10
High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.
2026-07-09
www.etf.com
2026-07-09
ETF.com
2026-07-09
digitimes.com
2026-07-09
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.
2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.
2026-07-09
digitimes.com
2026-07-09
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
2026-07-09
www.cnbc.com
2026-07-09
CNBC