Semiconductor News & Analysis Feed
233 articles
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.chosun.com
2026-05-28
조선일보
By Park Ji-min
Published 2026.05.28. 16:05
Updated 2026.05.28. 16:18
CXMT's latest DRAM DDR5 product. /CXMT
The initial public offering (IPO) of Chinese DRAM company ChangXin Memory Technologies (CXMT) has entered its final stages. The Shanghai Stock Exchange announced on the 27th that CXMT’s STAR Market (the Chinese version of NASDAQ) IPO passed the listing review committee’s deliberation. Only
2026-05-28
digitimes.com
2026-05-28
ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.
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
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The Roundhill Memory ETF (DRAM) hit a 52-week high of $62.68 on May 27, 2026, extending its record r
2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
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2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-26
futurumgroup.com
2026-05-26
The Futurum Group
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2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
evertiq.com
2026-05-26
Evertiq
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production...
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2026-05-26
digitimes.com
2026-05-26
Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices as part of an end-to-end offering for AI chips, addressing rising demand for GenAI and high-performance computing for memory capacity, bandwidth, and energy efficiency. The firm said it is leveraging its combined lo
2026-05-26
digitimes.com
2026-05-26
Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production toward higher-value AI server products.
2026-05-25
wccftech.com
2026-05-25
Wccftech
US memory giant Micron believes that the shortage in the memory market when it comes to HBM, NAND and DRAM products will last well beyond calendar year 2026. Micron's thoughts were shared by JPMorgan in an investment note where the bank shared insights that the firm's management shared at the 54th J.P. Morgan Annual Global Technology, Media and Communications (TMC) Conference held in Boston, Massa
2026-05-25
www.telecompaper.com
2026-05-25
Telecompaper
Memory chip vendor Micron Technology is marking first production for a US manufacturing process targeted at DRAM components. The first US production lines deploying Micron's 1-alpha process are now active in its fabrication facility in Manassas, Virginia. The 1-alpha node is expected to satisfy demand for extended lifecycle memory use cases, including DDR4 and LP4-grade DRAM used in networking, au
2026-05-25
www.electropages.com
2026-05-25
Electropages
Micron Advances Made-in-America Memory With Manufacturing Expansion in Virginia
In The News | 25-05-2026 | By Jack Pollard
Micron has announced the start of 1α (1-alpha) DRAM manufacturing at its Manassas, Virginia fabrication facility, marking what the company describes as the most advanced memory technology ever produced in the United States.
The expansion strengthens domestic production of