Semiconductor News & Analysis Feed
20 articles
2026-09-06
www.igorslab.de
2026-09-06
2026-09-04
www.tradingkey.com
2026-09-04
2026-09-04
www.digitimes.com
2026-09-04
Micron is reportedly planning to double its high-bandwidth memory (HBM) capacity by the end of 2026, targeting approximately 100,000 wafers per month, primarily to meet demand for Nvidia's Vera Rubin AI platform's 12-layer HBM4 memory. This strategic move highlights the semiconductor industry's grow
2026-09-04
2026-09-01
news.google.com
2026-09-01
2026-08-31
news.google.com
2026-08-31
2026-08-31
news.google.com
2026-08-31
2026-08-15
www.techtimes.com
2026-08-15
Samsung Electronics is reportedly considering relocating its conventional DRAM and NAND flash packaging and testing operations from South Korean facilities to Vietnam, in order to free up space for high-bandwidth memory (HBM) production. This move aims to increase HBM output to meet the growing dema
2026-08-10
news.google.com
2026-08-10
2026-08-09
news.google.com
2026-08-09
2026-08-09
news.google.com
2026-08-09
2026-08-07
news.google.com
2026-08-07
2026-07-07
www.ad-hoc-news.de
2026-07-07
Micron Technology broke ground on a new HBM chip factory in Higashi-Hiroshima, Japan, with a total investment of $9.3 billion, supported by up to $3.3 billion in Japanese subsidies. The facility, set to produce high-bandwidth memory chips crucial for AI processors, is expected to begin deliveries by
2026-06-24
www.itiger.com
2026-06-24
Samsung Electronics has redirected half of its High Bandwidth Memory (HBM) production capacity toward HBM4 technology while suspending production of 8-stack HBM3E. This move reflects the semiconductor industry's rapid technological evolution and the growing demand for higher-performance memory solut
2026-06-24
www.chosun.com
2026-06-24
Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the sixth-generation HBM4, signaling a strategic push to regain market share after a recent first shipment in February. With 150,000 monthly HBM DRAM wafers, Samsung dedicates approximately 75,000 to HBM
2026-06-21
www.tradingkey.com
2026-06-21
Micron Technology is set to release its fiscal third-quarter 2026 earnings, with Wall Street expecting a significant performance boost. Consensus estimates project EPS of $19.72 and revenue of $34.38 billion, representing year-over-year growth of 932% and 270%, respectively. The primary driver is th
2026-06-16
ca.investing.com
2026-06-16
Micron's complete HBM capacity sell-out presents a critical test at the June 24 milestone. HBM, as a core component for high-performance computing and AI applications, demonstrates the semiconductor industry's strong demand for advanced memory technologies. This situation reveals supply-demand imbal
2026-06-16
www.investing.com
2026-06-16
Micron's high-bandwidth memory (HBM) capacity has been fully sold out, creating critical pressure as of June 24. HBM, a core storage technology for high-performance computing and AI applications, reflects the strong market demand in these sectors. The semiconductor industry's supply-demand imbalance
2026-06-16
letsdatascience.com
2026-06-16
Micron Technology's High Bandwidth Memory (HBM) capacity has been fully sold out, creating a key catalyst ahead of its earnings report on June 24. According to Investing.com, Micron has exhausted its HBM production capacity through 2026, with customers already queuing for 2027 allocations. HBM is a
2026-06-16
uk.investing.com
2026-06-16
Micron's high-bandwidth memory (HBM) capacity has been fully sold out, making June 24 a critical turning point. HBM, as a core storage technology for high-performance computing and AI applications, reflects the strong demand for advanced semiconductor memory solutions. The current supply constraints