Semiconductor News & Analysis Feed
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2026-06-22
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2026-06-22
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AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
3 min read
MU
−12.59%
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 ri
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
Zacks Equity Research
Mon, June 22, 2026 at 6:13 AM PDT 3 min read
MU
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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, sup
2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-22
stocktwits.com
2026-06-22
Stocktwits
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company
DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company · Stocktwits
Yuvraj Malik
Mon, June 22, 2026 at 2:00 AM PDT 3 min read
000660.KS
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005930.KS
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MU
+6.82%
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2026-06-22
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2026-06-22
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DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company
DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company
2 min read
000660
−12.47%
MU
+6.82%
KEY POINTS:
SK Hynix stock has climbed a whopping 350% this year, compared to the 195% gain in Samsung sto
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
GMKtec's dramatically redesigned EVO-X3 'Strix Halo' Mini PC gets Lisa Su’s signature of approval.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
SK Hynix (KOSE:A000660) Ships HBM4E DRAM To AI Customers
Bailey Pemberton
Sat, June 20, 2026 at 8:13 PM PDT 3 min read
000660.KS
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SK hynix has begun shipping its next generation HBM4E DRAM for AI customers, introduc
2026-06-20
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2026-06-20
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i
2026-06-20
www.gurufocus.com
2026-06-20
GuruFocus
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2026-06-18
tomshardware.com
2026-06-18
Anton Shilov
Apple's Tim Cook says that Apple can no longer 'shield' its customers from increased prices of DRAM and NAND memory.
2026-06-18
tomshardware.com
2026-06-18
Anton Shilov
CCP directives can be lifebuoy for Chinese producers of DRAM modules and solid-state drives as domestic memory makers may be obliged to support the module industry.
2026-06-18
wccftech.com
2026-06-18
Wccftech
SK Hynix has commenced sampling of its next-gen HBM4E memory, offering up to 16 Gbps speeds and 48 GB capacities.
The acceleration in AI has pushed DRAM manufacturers to dial up their development plans. As such, SK Hynix is racing its rival Samsung to deliver the first HBM4E memory solutions to partners who will be using it to power their next-generation datacenters.
The HBM4E memory will play a
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin tool installation as early as the second quarter of 2027, with initial volume production expected by the end of that year.
2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-17
tomshardware.com
2026-06-17
Zhiye Liu
Chinese memory brands Gloway and KingBank have begun using homemade chips to produce DDR5 memory kits in lieu of Samsung, Micron, or SK hynix DRAM.
2026-06-16
wccftech.com
2026-06-16
Wccftech
The memory requirements of experiencing the entire Siri AI features suite will eventually force Apple to introduce a minimum of 12GB LPDDR5X RAM for its iPhone 18 lineup, but more importantly, is how increased demand for these devices will contribute to the existing memory crisis while making a handful of suppliers wealthy in the process.
2026-06-16
digitimes.com
2026-06-16
Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it, potentially benefiting Apple's suppliers such as Samsung Electronics and SK Hynix. The shift could drive both shipment growth and higher prices for mobile DRAM.
2026-06-16
digitimes.com
2026-06-16
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced packaging capacity, according to the latest Worldwide Semiconductor Equipment Market Statistics report from SEMI.