Semiconductor News & Analysis Feed
233 articles
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall.
At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report
SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report · Stocktwits
Yuvraj Malik
Wed, June 24, 2026 at 3:03 AM PDT 2 min read
000660.KS
+0.98%
MU
-1.12%
Trade MU on Coinbase
Trading disclosure
SK Hynix will issue 17.79 million new shares to back a Nasdaq listing of ADRs on July 10.
DR
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
__fail__
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-23
newsletter.semianalysis.com
2026-06-23
SemiAnalysis
China’s CXMT Is Set to Challenge DRAM Incumbents
CXMT IPO, SK Hynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs
RAY WANG, MYRON XIE, DYLAN PATEL, AND 3 OTHERS
JUN 23, 2026
∙ PAID
115
1
21
Share
We were the first to describe the memory shortage coming from AI’s insatiable usage in reasoning and agentic flows in late 2024 on the newsletter. We have since p
2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
twaslnews1.twaslnews.com
2026-06-23
شبكة تواصل الإخبارية
الرئيسية
/
اخبار
AI boom and HBM demand to boost Micron’s DRAM revenues in Q3 | FXStreet
الكاتب
abdulrahman
تاريخ النشر
منذ 18 ساعة
جدول المحتوى
Key takeaways
Micron Technology, Inc. price and EPS surprise
HBM and AI adoption create a major tailwind for MU’s DRAM
Strategic partnerships strengthen Micron’s AI position
Key takeaways
Micron is set to report Q3 fiscal 2026 results, with DRAM expected
2026-06-23
stocktwits.com
2026-06-23
Stocktwits
stocktwits.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a10935c60ffa28c0
Performance and Security by Cloudflare
Privacy
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback · Stocktwits
Yuvraj Malik
Tue, June 23, 2026 at 2:15 AM PDT 2 min read
MU
-13.18%
000660.KS
+0.98%
005930.KS
+9.84%
SNDK
-13.64%
STX
-5.07%
Explore stocks on Coinbase
Trading disclos
2026-06-23
www.fxstreet.com
2026-06-23
FXStreet
www.fxstreet.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a108cb457a947fe7
Performance and Security by Cloudflare
Privacy
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
SK Hynix slows HBM4 production to boost DRAM profits
The world's leading HBM supplier is pumping the brakes on next-gen memory chips to chase fatter margins in conventional DRAM
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.23. 06:01
Updated 2026.06.23. 10:16
Inside the SK hynix semiconductor plant./Courtesy of SK hynix
SK hynix is putting more weight on targeting the commodity DRAM market while adjusting the pace of expanding mass production of 6th-generation high bandwidth memory (HBM4). With HBM already accounting for more than 40% of revenue and establishing an overwhelming le
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.