Semiconductor News & Analysis Feed

1356 articles
2026-06-30
www.fool.com 2026-06-30 The Motley Fool
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2026-06-30
www.indexbox.io 2026-06-30 IndexBox
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2026-06-30
tomshardware.com 2026-06-30 Anton Shilov
Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC 'Turin' processors.
2026-06-30
www.msn.com 2026-06-30 MSN
Micron Technology stock was rising sharply Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips. Micron shares were up 10.1% at $1,081 with markets cheered by the prospect of a U.S.-Iran peace deal. Shares have been volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forward price-to-earnin
2026-06-30
letsdatascience.com 2026-06-30 Let's Data Science
POLICY & REGULATION dram memory chips antitrust supply chain Memory chipmakers face US class-action over DRAM shift 7 sources | June 30, 2026 | By LDS Team 6.7 Relevance Score Photo: img.etimg.com · rights & takedowns QUICK SUMMARY Hide Seventeen consumers and small businesses filed a proposed US class-action lawsuit in the Northern District of California alleging Samsung Electronics, SK hynix, a
2026-06-30
finance.yahoo.com 2026-06-30 Yahoo Finance
AI Memory Stocks Micron and Sandisk Are Up 200% in the Last 3 Months. History Says This Will Happen Next. Trevor Jennewine, The Motley Fool June 30, 2026 5 min read MU -7.38% SNDK -10.89% NVDA -1.25% Explore stocks on Coinbase Trading disclosure Memory chipmakers Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been big winners from the artificial intelligence infrastructure boom. I
2026-06-30
www.fool.com 2026-06-30 The Motley Fool
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2026-06-30
www.rockpapershotgun.com 2026-06-30 Rock Paper Shotgun
Home Hardware News US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply Update: Micron respond Image credit: Rock Paper Shotgun News by Mark Warren Senior Staff Writer Updated on June 30, 2026 28 comments Update: Micron have issued the following statement to RPS: "Micron disagrees with the allegations contained in the complaint. We co
2026-06-30
www.moomoo.com 2026-06-30 Moomoo
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2026-06-30
news.futunn.com 2026-06-30 富途牛牛
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2026-06-30
www.digitimes.com 2026-06-30 digitimes
SK Hynix Cheongju Campus P&T7 (Artist’s rendering). Credit: SK Hynix SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 ​billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to... Some subscribers prefer to save their log-in inform
2026-06-30
digitimes.com 2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-30
digitimes.com 2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
digitimes.com 2026-06-30
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 ​billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to meet projected AI memory demand.
2026-06-30
digitimes.com 2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com 2026-06-30
Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft, and Nintendo all having signaled product price increases as widening supply-demand gaps continue to drive up memory costs.
2026-06-30
digitimes.com 2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com 2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.
2026-06-30
digitimes.com 2026-06-30
Samsung said on June 29 it will invest a combined KRW2,655 trillion (approx. US$1.72 trillion as of June 30, 2026) across its domestic operations, splitting the figure between continued buildout of its existing Pyeongtaek and Yongin semiconductor clusters and a fresh push into Korea's southwestern Honam region, where the bulk of the new money is aimed at memory capacity.
2026-06-30
www.cnbc.com 2026-06-30 CNBC
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