Semiconductor News & Analysis Feed
735 articles
2026-07-09
nai500.com
2026-07-09
NAI500
2026-07-09
finance.biggo.com
2026-07-09
finance.biggo.com
2026-07-09
www.digitimes.com
2026-07-09
digitimes
2026-07-09
www.digitimes.com
2026-07-09
digitimes
2026-07-09
www.digitimes.com
2026-07-09
digitimes
2026-07-09
en.sedaily.com
2026-07-09
Seoul Economic Daily
2026-07-09
v.daum.net
2026-07-09
v.daum.net
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
Samsung Electronics and SK Hynix may take longer than expected to adopt hybrid bonding in next-generation high-bandwidth memory, as industry sources cited by ZDNetKoreasay the near-term case for the technology has weakened even though its long-term relevance remains intact.
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.ad-hoc-news.de
2026-07-09
AD HOC NEWS
2026-07-08
tomshardware.com
2026-07-08
Anton Shilov
SPHBM4 promises HBM4-class bandwidth without usage of silicon interposer and CoWoS-like packaging.
2026-07-08
www.ig.com
2026-07-08
ig.com
2026-07-08
www.ig.com
2026-07-08
ig.com
2026-07-08
biz.chosun.com
2026-07-08
Chosunbiz
2026-07-08
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
digitimes.com
2026-07-08
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
2026-07-08
www.ad-hoc-news.de
2026-07-08
AD HOC NEWS
Inside, Micron
Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Factory, and a Stock That Keeps Falling
Veröffentlicht: 07.07.2026 um 19:02 Uhr, Redaktion boerse-global.de
Micron’s HBM chips are sold out through 2026 and revenue surged 345%, but the stock fell 25% from its peak amid cyclical overcapacity fears.
Inside - Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Fac
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
2026-07-07
www.techtimes.com
2026-07-07
Tech Times
By Adrian Parham
Published: Jul 07 2026, 9:39 AM EDT
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A man walks past a logo of SK Hynix at the lobby of the company's Bundang office in Seongnam on January 29, 2021. JUNG YEON-JE/AFP VIA GETTY IMAGES
SK Hynix launched the investor roadshow Monday for a $28.21 billion Nasdaq listing that gives