Semiconductor News & Analysis Feed
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Micron Technology’s stock has been showing remarkable performance, and in the past few days, it has posted significant moves with some profit booking as well. For example, over the last month, this stock has risen by more than 25 percent before cooling off. Looking at the last year, it has gained massive returns of over 800 percent.
At the time we are writing this article, this stock is trading a
2026-06-05
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AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported strong earnings, prompting the market to reassess the strategic role of...
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2026-06-05
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2026-06-05
Tech Times
By Chase Fiorini
Published: Jun 04 2026, 16:56 PM EDT
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ALMAS SALAKHOV/UNSPLASH
Anyone planning a new PC build or workstation upgrade in 2026 needs to revise their memory budget: the minimum price for a 32GB DDR5 kit has crossed $375, and the structural reasons behind that floor are unlikely to
2026-06-04
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2026-06-04
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2026-06-04
매일경제
"The very question facing the AI semiconductor industry is changing... From the perspective of faster HBM and larger GPUs, attention is shifting toward inference and Agentic AI stages" "The challenge is no longer who can make the better GPU, but how AI systems should operate"
사진 확대
Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management]
As resolving bottlenecks in memory semi
2026-06-04
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2026-06-04
AASTOCKS.com
SK Group Chairman Chey Tae-won met with Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) Chairman C.C. Wei. The two sides exchanged views on the development of next-generation AI technologies and agreed to further strengthen comprehensive cooperation, including joint research and development of next-generation high bandwidth memory (HBM) and advanced packaging technologies, in order t
2026-06-04
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2026-06-04
AASTOCKS.com
SK Group Chairman Chey Tae-won met with Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) -10.000 (-2.239%)
After
-1.196%
Chairman C.C. Wei. The two sides exchanged views on the development of next-generation AI technologies and agreed to further strengthen comprehensive cooperation, including joint research and development of next-generation high bandwidth memory (HBM) and advanced p
2026-06-04
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2026-06-04
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SK Group, TSMC Agree to Strengthen Ties in HBM, Advanced Packaging
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2026/06/04 09:36 CST
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SK Group Chairman Chey Tae-won met with Taiwan Semiconductor Manufac
2026-06-04
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2026-06-04
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SK Group Chairman Chey Tae-won met with Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) Chairman C.C. Wei. The two sides exchanged views on the development of next-generation AI technologies and agreed to further strengthen comprehensive cooperation, including joint research and development of next-generation high bandwidth memory (HBM) and advanced packaging technologies, in order t
2026-06-04
www.ad-hoc-news.de
2026-06-04
AD HOC NEWS
Microns, Trillion-Dollar
Micron's Trillion-Dollar Moment: HBM Sold Out, Analysts Aggressive, but Auto Market Share Slips
04.06.2026 - 03:13:17 | boerse-global.de
Micron Technology crosses $1 trillion market cap as AI memory demand soars, but insider selling and Samsung's automotive memory lead raise caution.
Micron's Trillion-Dollar Moment: HBM Sold Out, Analysts Aggressive, but Auto Market Shar
2026-06-04
biz.chosun.com
2026-06-04
Chosunbiz
By
Lee Ho-jun
Published 2026.06.04. 09:59
HANMI Semiconductor sets up a booth at the 2026 Computex exhibition. /Courtesy of HANMI Semiconductor
HANMI Semiconductor took part in Taiwan's Computex for the first time and showcased High Bandwidth Memory (HBM) production equipment and next-generation packaging equipment.
HANMI Semiconductor said on the 4th that it participated in "Computex 2026," he