Semiconductor News & Analysis Feed
1359 articles
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Micron smashed expectations, and it couldn't have gone much better for investors who are bullish on memory stocks.
Multiple memory companies are shifting to multiyear contracts with tech giants to secure meaningful revenue visibility.
As companies continue to deliver superb results, it will increase the price of memory chips and reduce the likelihood of a future supply glut.
10 stoc
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
The AI Memory Supercycle Could Last Longer Than Investors Expect. That's Great News for Micron and Sandisk.
Marc Guberti, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
SNDK
-0.03%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
The latest earnings for Micron (NASDAQ: MU) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 re
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
The latest earnings for Micron (
MU
+1.18%
) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 results showed that the biggest bulls underestimated the growth of the memory industry and that the supercycle is still in its early stages.
Even though Micron, Sandisk (
SNDK
+0.10%
), and other memory companies have mostly gone parabolic over
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
simplywall.st
2026-06-28
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix Stock In Focus As Memory Shortage Lifts Chip Makers
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The global memory shortage is reshaping the semiconductor sector, lifting some stocks tied to memory chip supply while putting intense pressure on electronics brands that rely on those components. As Apple and Microsoft raise device prices t
2026-06-28
drrobertcastellano.substack.com
2026-06-28
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Nvidia Didn't Just Create an AI Boom. It Rewrote the Memory Business
DR. ROBERT CASTELLANO
JUN 28, 2026
∙ PAID
6
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
The DRAM Market Reveals What HBM Does Not
Chart 1. Global DRAM Bit Shipments
Chart 2. Global DRAM Average Selling Prices
Chart 3. Global DRAM Revenue
2026-06-27
tomshardware.com
2026-06-27
Hassam Nasir
A new precedent on the precipice?
2026-06-27
www.aol.com
2026-06-27
AOL.com
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
RICH DUPREY
Sat, June 27, 2026 at 9:27 PM GMT+8
0
Quick Read
AAPL's push to source chips from blacklisted CXMT poses little threat to MU, as CXMT produces only commodity DRAM, not HBM.
Apple's aggressive price negotiations during the last memory downturn discouraged supplier investment, directly contributing to the
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
Rich Duprey
June 27, 2026 5 min read
MU
+0.94%
AAPL
+1.31%
005930.KS
+2.75%
000660.KS
-3.38%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AAPL's push to source chips from blacklisted CXMT poses little threat to MU, as CXMT produces only commodity DRAM, not HBM.
Apple's aggressive price negotiations durin
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Video Muted
The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of the biggest bottlenecks for AI infrastructure.
That shortage has helped lift Micron Technology (NASDAQ:MU | MU Price Prediction), Samsung Electronics, and SK hynix to record profi
2026-06-27
www.cnbc.com
2026-06-27
CNBC
Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections.
Then came the memory crunch, which has driven up the cost to produce practically every electronic device on
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
SK Hynix is set to debut on Nasdaq via ADRs on July 10, 2026, marking a strategic move to capitalize on its 58% global HBM market share. Benefiting from deep integration with Nvidia, the firm reported a 72% operating margin in Q1 2026. While its first-mover advantage in AI memory supports a favorable outlook, key risks include Samsung’s aggressive HBM4 competition, potential cooling in AI capital
2026-06-27
tomshardware.com
2026-06-27
Luke James
Commodore has slashed the starting price of its Callback 8020 flip phone to $399, down from $499.
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
eciks.org
2026-06-27
eciks.org
Apple TV 4K price jumps to $199 as chip shortage forces hikes
Published on 27 June 2026 at 12:38 am •
Written by Chris Martin
• Reading duration : 3 minutes · read 373 times
© Apple TV 4K price jumps to $199 as chip shortage forces hikes
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Apple raised the price of its Apple TV 4K to $199 on June 25, 2026, marking a 54 percent jump from the previous $129 starting price. The increa
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
digitimes.com
2026-06-27
Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean equipment maker looks to broaden its advanced packaging business beyond TC bonders for high-bandwidth memory and supply global foundry and OSAT customers, ETNewsand Yonhapreported.
2026-06-27
www.pbs.org
2026-06-27
PBS
Apple's new entry-level Mac laptop, the MacBook Neo is on display during an event in New York City, March 4, 2026. Photo by Shannon Stapleton/Reuters
Apple increases prices for Macs and iPads, blaming memory chip shortage fueled by AI
By — Barbara Ortutay, Associated Press
Economy Jun 26, 2026 7:50 PM EDT
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip
2026-06-27
www.tweaktown.com
2026-06-27
TweakTown
Micron has signed agreements locking in record-high memory prices with major customers through 2030
Micron has locked in 16 non-cancellable agreements through 2030 with $22 billion in deposits, and the RAMpocalypse, it seems, has a five-year contract.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 26, 2026 6:40 PM CDT
2-minute read time
TL;DR: Micron has secured 16 non-cancellable agr
2026-06-27
www.renaissancecapital.com
2026-06-27
renaissancecapital.com
Three IPOs priced this past week, joined by four SPACs.
The biggest news of the week came from the pipeline, with Korea-listed SK hynix (SKHY) finally filing publicly for its US cross-listing. The memory chip giant is currently valued at over $1 trillion and is reportedly planning to raise about $29 billion, which would make it the second largest IPO of all time.
Engine products manufacturer DPC