Semiconductor News & Analysis Feed
20 articles
2026-08-07
news.google.com
2026-08-07
2026-08-07
2026-08-04
finance.biggo.com
2026-08-04
2026-07-06
news.google.com
2026-07-06
2026-06-25
mezha.net
2026-06-25
Micron Technology has forecast stronger-than-expected quarterly revenue, driven by surging demand for high-bandwidth memory (HBM) fueled by generative artificial intelligence (AI). The company's fourth-quarter revenue is projected at around $50 billion, significantly exceeding analyst estimates of $
2026-06-21
www.techinasia.com
2026-06-21
Samsung Electronics is reviewing its long-term high-bandwidth memory (HBM) supply agreements, highlighting the complexity and dynamism of the semiconductor supply chain. HBM, a critical storage technology for high-performance computing and AI applications, plays a pivotal role in the entire industry
2026-06-19
www.digitimes.com
2026-06-19
2026-06-19
2026-06-10
www.digitimes.com
2026-06-10
NVIDIA CEO Jensen Huang's recent multi-day visit to South Korea brought the competitive 'triangle relationship' between Samsung Electronics, SK Hynix, and NVIDIA in high-bandwidth memory (HBM) supply into sharp focus. While touring AI factories and signing partnerships in robotics, Huang's visit hig
2026-06-08
www.msn.com
2026-06-08
NVIDIA's multi-year HBM supply agreement with SK Hynix represents a strategic alignment in the AI computing sector, addressing the structural global memory shortage that CEO Jensen Huang warns could persist for years. This deal strengthens both companies' positions in the AI supply chain, supporting
2026-05-16
www.ad-hoc-news.de
2026-05-16
2026-05-13
www.aastocks.com
2026-05-13
2026-05-13
www.aastocks.com
2026-05-13
The meeting between SK Hynix CEO and Microsoft's Bill Gates represents a significant development in global semiconductor supply chain cooperation. This collaboration focuses on high-bandwidth memory (HBM) supply partnerships, highlighting the necessity of deep industry collaboration between upstream
2026-05-13
www.aastocks.com
2026-05-13
2026-05-13
www.aastocks.com
2026-05-13
The meeting between SK Hynix CEO and Microsoft founder Bill Gates represents a significant advancement in semiconductor supply chain collaboration. This engagement focuses on deepening HBM (High Bandwidth Memory) supply cooperation, highlighting the increasingly tight partnerships between upstream a
2026-05-13
www.aastocks.com
2026-05-13
2026-05-13
www.aastocks.com
2026-05-13
2026-05-13
www.igorslab.de
2026-05-13
2026-05-13
www.igorslab.de
2026-05-13
2026-05-13
www.whalesbook.com
2026-05-13