SemiPulse — Semiconductor Intelligence

SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push

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digitimes.com 2026-05-21

SK Hynix is reportedly moving to reshape part of its Cheongju campus around wafer testing, a shift that underscores how high-bandwidth memory, or HBM, is putting new pressure on the back end of the chipmaking process.

China-led low-spec HBM front expands, raising concerns over impact on Korean memory profits - 디지털투데이

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www.digitaltoday.co.kr 2026-05-21 디지털투데이

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DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research - 24/7 Wall St.

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247wallst.com 2026-05-21 24/7 Wall St.

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Four-Tier Memory Hierarchy for LLM Reasoning (USC, UW) - Semiconductor Engineering

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semiengineering.com 2026-05-21 Semiconductor Engineering

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Micron leads chip rally: Samsung strike concerns boost memory trade ahead of Nvidia earnings - MSN

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www.msn.com 2026-05-20 MSN

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Micron: The Market Still Underestimates The AI Memory Cycle (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-20 Seeking Alpha

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NVIDIA Started The AI Rally — Now Memory And Power Chip Stocks Are Stealing The Spotlight - Benzinga

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www.benzinga.com 2026-05-20 Benzinga

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Micron Stock Rises as Memory-Chip Rival Faces Threat of Strike - Barron's

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www.barrons.com 2026-05-20 Barron's

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Samsung's advisor warns of memory chip market crash by 2028 - SamMobile

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www.sammobile.com 2026-05-20 SamMobile

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Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028 - digitimes

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www.digitimes.com 2026-05-20 digitimes

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Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

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digitimes.com 2026-05-20

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.

China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks

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digitimes.com 2026-05-20

China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader CXMT updated its own prospectus filings.

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

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digitimes.com 2026-05-20

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.

Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says

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digitimes.com 2026-05-20

South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.

CXMT profit surge shows limits of China's DRAM push

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digitimes.com 2026-05-20

ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses.

Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital? - 24/7 Wall St.

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247wallst.com 2026-05-20 24/7 Wall St.

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Imec’s Patrick Vandenameele: Full-stack Innovation Is the Name of the Game

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eetimes.com 2026-05-19

As AI pushes semiconductors toward new limits in energy, memory, and interconnects, imec’s CEO says future progress will depend on deep co-optimization across the entire computing stack.

Semiconductor Innovation AI Chips Silicon Photonics Chip Stacking Computing Architecture Memory Technology Interconnect Technology Quantum Computing

Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit - MSN

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www.msn.com 2026-05-19 MSN

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Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit - CNBC

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www.cnbc.com 2026-05-19 CNBC

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FCC's foreign-made router ban collides with memory, chip shortage - MSN

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www.msn.com 2026-05-19 MSN

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