Semiconductor News & Analysis Feed
12 articles
2026-08-05
www.openpr.com
2026-08-05
2026-07-11
developer.nvidia.com
2026-07-11
This article explores how host offloading techniques can alleviate high-bandwidth memory (HBM) bottlenecks in large language model (LLM) training using the JAX framework. As model size, sequence length, and batch size increase, GPU memory becomes a critical constraint. The study highlights NVIDIA's
2026-06-16
sg.finance.yahoo.com
2026-06-16
Micron Technology surged due to explosive demand for high-bandwidth memory (HBM), making it a standout performer in Q1 2026. According to the Columbia Global Technology Growth Fund's investor letter, Micron reported nearly tripled revenue year-over-year, exceeding consensus by about $20 billion, wit
2026-06-16
uk.finance.yahoo.com
2026-06-16
Micron Technology surged in Q1 2026 due to explosive demand for high-bandwidth memory (HBM), highlighting its strong position in the semiconductor industry. The company reported nearly tripled revenue year-over-year, exceeding consensus expectations by around $20 billion. Its performance was driven
2026-06-16
www.mk.co.kr
2026-06-16
As demand for high-bandwidth memory (HBM) in artificial intelligence (AI) servers surges, the semiconductor supply chain is experiencing significant ripple effects. South Korean telecom operator KT recently paid 1.45 billion KRW in advance to its set-top box partners to secure memory supplies, highl
2026-06-16
www.mk.co.kr
2026-06-16
As demand for high-bandwidth memory (HBM) in AI servers surges, the semiconductor supply chain is experiencing significant disruptions. Korean telecom operator KT has taken preemptive action by advancing payments of KRW 1.45 billion to its set-top box partners to secure memory supplies. This move ad
2026-06-11
finance.yahoo.com
2026-06-11
Applied Materials (AMAT), a leading global semiconductor equipment manufacturer, is highlighted as one of the top stocks to buy in the high-bandwidth memory (HBM4) sector, supported by strong analyst sentiment and upgraded price targets. Analysts from Evercore ISI, TD Cowen, and Bernstein have reaff
2026-06-10
www.bisinfotech.com
2026-06-10
The rapid advancement of artificial intelligence technology has made high-bandwidth memory (HBM) a critical bottleneck constraining AI computing performance enhancement. Recent market analysis reveals that traditional memory architectures can no longer meet the growing demand for AI computational po
2026-05-26
www.blocksandfiles.com
2026-05-26
2026-05-24
www.techtimes.com
2026-05-24
2026-05-17
2026-05-15
www.tipranks.com
2026-05-15