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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
深潮TechFlow
伯恩斯坦研报解读:明年 HBM 价格必翻 2 倍以上,存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读:明年 HBM
价格必翻 2 倍以上,存储成…
HBM 长协锁价致盈利远低于普通 DRAM,伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍,并大幅上调三星、SK 海力士、美光目标价,存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道,洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM,伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍,并大幅上调三星、SK 海力士、美光目标价,存储行业迎来结构性重估。
撰文:小饼
HBM 还在按年度合同锁价,普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂,造普通
2026-06-22
qz.com
2026-06-22
qz.com
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2026-06-22
www.fool.com
2026-06-22
The Motley Fool
With gains of 260% in 2026 already, Micron Technology (
MU
10.19%
) has proven to be one of the best investments on the stock market this year.
There is a good chance of Micron stock getting another big boost after it releases its fiscal 2026 third-quarter earnings on June 24, driven by the persistent shortage in memory chip supply. Artificial intelligence (AI) chips, such as graphics cards and c
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
evertiq.com
2026-06-22
Evertiq
© Nokia
General | June 22, 2026
Nokia announces $30M semiconductor investment in Pennsylvania
Evertiq
The investment in advanced test and packaging (ATP) operations in Allentown, Pennsylvania, will increase domestic production capacity of the optical networking technologies that power scalable AI infrastructure connectivity in the US.
Nokia has announced a major expansion of its advanced test and
2026-06-22
technologymagazine.com
2026-06-22
Technology Magazine
Two decades ago, South Korea’s SK Hynix was reeling through a debt crisis that left the company nearly bankrupt. In May, it entered the trillion-dollar club, matching the world's largest technology giants.
That milestone set the stage for SK Hynix claiming the ultimate throne in chipmaking, overtaking arch rival Samsung Electronics in total market value.
Now the world’s most valuable memory chi
2026-06-22
news.google.com
2026-06-22
CNBC
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Published on June 22, 2026 at 8:09 am by NOOR UL AIN REHMAN in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applied Materials, Inc. (NASDAQ:AMAT) for the development
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Here is What Analysts Are Saying About ASML Holding (ASML)
Noor Ul Ain Rehman
Mon, June 22, 2026 at 5:09 AM PDT 2 min read
ASML.AS
-4.25%
ASML
-6.90%
Trade ASML on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the best AI memory stocks to buy in 2026. ASML Holding N.V. (NASDAQ:ASML) received a rating update from JPMorgan on June 3. The firm raised the price target on the s
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Noor Ul Ain Rehman
Mon, June 22, 2026 at 5:09 AM PDT 1 min read
AMAT
-8.19%
EL.PA
+0.62%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applie
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron (MU) Appoints Dr. Alexis Black Björlin to Board of Directors
Noor Ul Ain Rehman
Mon, June 22, 2026 at 5:09 AM PDT 1 min read
MU
-9.48%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the best AI memory stocks to buy in 2026. Micron Technology, Inc. (NASDAQ:MU) announced on June 9 the appointment of Dr. Alexis Black Björlin to its board of directors. In
2026-06-22
www.eletimes.ai
2026-06-22
ELE Times
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2026-06-22
www.venturesquare.net
2026-06-22
벤처스퀘어
Ingenious Jointly Develops AI Radar Healthcare Solution with Infineon and TESA
06/22/2026
Inzinious, an AI-based radar healthcare company, is partnering with a global semiconductor company to target overseas markets. Inzinious announced that it has signed a tripartite Memorandum of Understanding (MOU) with the German semiconductor company Infineon Technologies and the Thailand Embedded Systems As
2026-06-22
www.newagebd.net
2026-06-22
Newagebd.net
Magical Messi makes World Cup history to send Argentina into last 32
Jun 23, 2026
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.thelec.net
2026-06-22
thelec.net
SMEC's Polisher 1.8 model. (Source: SMEC)
SMEC is expanding its semiconductor equipment business with Samsung Electronics. The company is set to increase shipments of wafer polishing equipment to Samsung's mass-production lines beginning this year.
According to industry sources on June 22, SMEC will supply wafer polishing equipment for use in Samsung Electronics' production lines. The equipment
2026-06-22
qz.com
2026-06-22
qz.com
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SK Hynix overtook Samsung Electronics on Monday to become South Korea's most valuable listed company, ending a 26-year run at the top for the consumer electronics and semiconductor giant.
At mar