SemiPulse — Semiconductor Intelligence

iPhone 17 topples charts as memory costs threaten midrange Android momentum

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digitimes.com 2026-05-06

Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint, the iPhone 17 was the world's best-selling smartphone in the first quarter, while Samsung's Galaxy A series placed five models in the top 10, leaving the two vendors with nine of the top 10 spots.

Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded

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digitimes.com 2026-05-06

Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and 91.3% from the same period in 2025, driven by strong market demand and an improved product mix. Net profit reached NT$10.12 billion, surging 226.9% sequentially and turning from a loss a year earlier, while earnings per

RichWave sees Wi-Fi 7 growth outrunning memory price pressure

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digitimes.com 2026-05-06

Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs squeeze profitability and cloud order visibility. The company said memory-driven price increases are affecting the broader networking industry, but the impact on its 2026 growth will be limited.

Micron's CEO says AI memory demand is just in its 'first innings' and memory supply is already insufficient - TweakTown

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www.tweaktown.com 2026-05-06 TweakTown

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Conventional DRAM overtakes HBM profitability; memory big two draw attention with different responses - 디지털투데이

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www.digitaltoday.co.kr 2026-05-06 디지털투데이

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AMD expects 20% decline in gaming revenue from 'higher component costs' in the second half of 2026

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tomshardware.com 2026-05-06 Jake Roach

AMD is expecting the memory crunch to hit its gaming business in the second half of the year, with revenue expected to decline by "more than 20%."

AMD gaming revenue component costs memory shortage data center AI demand semiconductor industry market trends

Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade - 24/7 Wall St.

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247wallst.com 2026-05-06 24/7 Wall St.

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Micron zooms past $700 billion market cap as rally in memory stocks accelerates - CNBC

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www.cnbc.com 2026-05-06 CNBC

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US Rallies Allies To Ease The Memory Chip Shortage - Finimize

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finimize.com 2026-05-06 Finimize

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Sandisk vs Micron Technology: What's the Better Memory Stock to Buy? - The Motley Fool

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www.fool.com 2026-05-06 The Motley Fool

Investing in tech and artificial intelligence (AI) has been the hottest theme in the markets in the past few years. Recently, investors have specifically pivoted to memory and storage stocks, as demand for those types of products has been through the roof as a result of AI. And in doing so, shares of bothSandisk(SNDK1.80%)andMicron Technology(MU0.72%)have been taking off.Within the past 12 months,

U.S. looks to ease memory chip shortage with supply chain bloc, Nikkei Asia says - TipRanks

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www.tipranks.com 2026-05-06 TipRanks

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Micron stock surges on booming memory chip demand - Yahoo Finance

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finance.yahoo.com 2026-05-05 Yahoo Finance

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Will Strong Memory Pricing Further Lift Micron Technology's Cash Flow? - The Globe and Mail

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www.theglobeandmail.com 2026-05-05 The Globe and Mail

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