Semiconductor News & Analysis Feed
1370 articles
2026-06-21
glavnoe.in.ua
2026-06-21
Головне в Україні
iPhone 18 Pro Could Rise to $1,399 Amid Memory Chip Shortage
Serhii Bordovskyi
20 june 2026 20:25
read in ukrainian →
Illustrative photo: MacRumors
Apple may significantly raise prices for its future iPhone lineup due to rising memory chip costs. Analysts estimate that the starting price of the iPhone 18 Pro could reach $1,399. MacRumors reported this, citing an analysis by The Wall Street Journa
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su
2026-06-20
fourweekmba.com
2026-06-20
FourWeekMBA
AI Memory Profit Supercycle: HBM Operating Income to Hit $94.5 Billion by 2029
AI News / By Gennaro Cuofano / June 20, 2026
AI chatbots like ChatGPT and Claude triggered a scramble for high-bandwidth memory (HBM). The result: a profit supercycle that will take memory chip makers from $42 billion to $94.5 billion in operating income by 2029. The substrate layer of the AI economy is printing money.
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?
Daniel Sparks, The Motley Fool
Fri, June 19, 2026 at 2:37 PM PDT 5 min read
MU
+6.82%
AAPL
-0.34%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the wor
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the world's supply, prices for these chips have about doubled over the past year, and the companies that make them -- Micron (
MU
+6.34%
) among them -- have been some of the biggest winners of the AI boom. Now those rising costs are landing on the comp
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Joins NVIDIA On AI Memory While HBM4E Samples Reach Customers
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
SK hynix (KOSE:A000660) has entered a multiyear co-development partnership with NVIDIA to create advanced AI memory solutions for next-generation platforms.
The company has shipped HBM4E DRAM samples to major custome
2026-06-19
www.proactiveinvestors.com
2026-06-19
Proactive financial news
What Brokers Say
Tech
Written by:
Emily Jarvie
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Micron Technology Inc
(
NASDAQ:MU
)
View Price & Profile
Micron seen benefiting from strong memory pricing ahead of fiscal Q3 results
Published: 10:20 19 Jun 2026 EDT
Micron Technology Inc (NASDAQ:MU) is positioned to benefit from stronger-than-expected memory pricing trends as
2026-06-19
english.dotdotnews.com
2026-06-19
點新聞
Apple CEO Tim Cook. (File photo)
Apple CEO Tim Cook has revealed that the company plans to raise prices on its products to offset soaring memory chip costs, which have been driven higher by the rapid expansion of artificial intelligence (AI) infrastructure.
According to an interview with Cook published by The Wall Street Journal on June 17, the Apple chief executive said price increases for Appl
2026-06-19
tomshardware.com
2026-06-19
Luke James
Intel has appointed Seok-Hee Lee, the former chief executive of memory maker SK hynix and battery maker SK On, as executive vice president of Intel Foundry.
2026-06-19
www.moomoo.com
2026-06-19
Moomoo
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105115143 : which share is still having room to grow for memory and Chip ?
skumaar42 : Memory chips have emerged
2026-06-19
www.msn.com
2026-06-19
MSN
chip market-data
SEOUL, June 19 (Yonhap) -- The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is projected to reach 1,500 trillion won (US$975 billion) in 2026, up 4.2 times from 360 trillion won recorded last year, accor
2026-06-19
www.techinasia.com
2026-06-19
Tech in Asia
Counterpoint Research, a Hong Kong-based market research firm, projected the global memory chip market would reach 1,500 trillion won (US$975 billion) in 2026.
The firm said the market would be 4.2 times larger than the estimated 360 trillion won (US$234 billion) in 2025, driven by growing AI infrastructure investment, particularly in North America.
Counterpoint said server memory products, incl
2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
INFRASTRUCTURE
memory chips
dram
nand
ai infrastructure
Global Memory Chip Market Grows Fourfold in 2026
2 sources
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June 19, 2026
6.8
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Photo: newsimg.koreatimes.co.kr · rights & takedowns
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Counterpoint Research data, as reported by Yonhap and The Korea Times, projects the global memory chip market will reach approximately 1,500 trillion won in 2026, a 4.2-times i
2026-06-19
news.futunn.com
2026-06-19
富途牛牛
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2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.koreatimes.co.kr
2026-06-19
The Korea Times
A highest-capacity, high-bandwidth 16-High HBM3E memory chip from SK hynix is seen at this studio photograph in San Francisco, California, Aug. 6, 2025. Reuters-Yonhap
The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is
2026-06-19
www.koreatimes.co.kr
2026-06-19
The Korea Times
A highest-capacity, high-bandwidth 16-High HBM3E memory chip from SK hynix is seen at this studio photograph in San Francisco, California, Aug. 6, 2025. Reuters-Yonhap
The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is
2026-06-19
en.yna.co.kr
2026-06-19
Yonhap News Agency
SEOUL, June 19 (Yonhap) -- The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is projected to reach 1,500 trillion won (US$975 billion) in 2026, up 4.2 times from 360 trillion won recorded last year, according to data from
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Few stocks have ridden the artificial intelligence (AI) boom quite like Micron Technology (
MU
+6.19%
). The memory chipmaker's stock has more than tripled in 2026, up nearly 300% year to date as of this writing and trading around $1,134 after a fresh run to record highs. The company is now valued at close to $1.3 trillion.
That sets a high bar heading into Wednesday. When Micron reports its fisc