Semiconductor News & Analysis Feed
20 articles
2026-08-18
2026-08-12
seekingalpha.com
2026-08-12
According to Counterpoint Research's latest report, Samsung maintained its leading position in the global NAND flash market during Q2 2026, capturing 25% of total shipments. SK Hynix, newly listed on Nasdaq, ranked second with approximately 15% market share, reflecting its growing competitiveness in
2026-08-12
www.techpowerup.com
2026-08-12
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-05
uk.finance.yahoo.com
2026-08-05
2026-08-04
biz.chosun.com
2026-08-04
2026-07-31
news.futunn.com
2026-07-31
Kioxia, a leading global NAND flash memory manufacturer, reported disappointing earnings that fell short of market expectations, causing a brief decline in its share price. While the company achieved significant growth in the first quarter of fiscal 2026, its operating profit and revenue did not mee
2026-07-31
www.moomoo.com
2026-07-31
Kioxia, a leading global NAND flash memory manufacturer, reported financial results that fell short of market expectations, despite significant revenue and profit growth. The company's operating profit forecast was below consensus, indicating a potential slowdown in NAND price increases. Nevertheles
2026-07-22
247wallst.com
2026-07-22
In the latest reporting period, both AMD and NVIDIA delivered impressive AI performance, yet their strategic directions diverge significantly. AMD is positioning itself as a credible second-source supplier for hyperscalers, while NVIDIA is expanding its infrastructure on an unprecedented scale, as d
2026-07-18
seekingalpha.com
2026-07-18
2026-07-14
news.google.com
2026-07-14
2026-07-06
news.google.com
2026-07-06
2026-07-03
2026-07-01
www.moomoo.com
2026-07-01
Renowned investor Michael Burry continues to hold significant put options on NVIDIA, signaling skepticism about the company's long-term prospects in the AI chip market. Burry believes that emerging alternatives such as Google's TPU and Amazon's Trainium may gradually erode NVIDIA's market dominance.
2026-06-29
www.digitimes.com
2026-06-29
According to DIGITIMES, Samsung Electronics could overtake SK Hynix to become the global leader in the high-bandwidth memory (HBM) market by 2027, driven by competitive advantages of HBM4 technology. HBM4, the sixth generation of HBM, offers higher bandwidth and lower power consumption, making it cr
2026-06-29
2026-06-24
www.cnbc.com
2026-06-24
In a recent interview, Kevin Cassidy, a senior executive at Micron Technology, expressed confidence in the company's current market position, emphasizing that its market share in the memory chip sector has reached a satisfactory level. This statement reflects Micron's prudent strategy amid intense c
2026-06-23
seekingalpha.com
2026-06-23
2026-06-19
www.tradingview.com
2026-06-19
HBM (High Bandwidth Memory) market demonstrated strong growth in the quarter, achieving record sales performance while gaining significant market share. This expansion is primarily driven by sustained demand increases in key application areas such as data centers, AI, and high-performance computing.