Semiconductor News & Analysis Feed
1384 articles
2026-06-07
www.bloomberg.com
2026-06-07
Bloomberg
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2026-06-07
finimize.com
2026-06-07
Finimize
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2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
AI Data Centers Are Draining the Memory Chip Supply Chain, and Car and Phone Bills Will Show It
Trade groups warn Washington as Ericsson and Nokia push to renegotiate contracts, with consumer wireless and auto prices in the crosshairs.
BY TECHNOLOGY DESK
JUNE 7, 2026
The automotive industry is among the sectors facing cost pressure as AI data centers consume memory chips. [Image Source: The Drive
2026-06-07
world.infonasional.com
2026-06-07
world.infonasional.com
world.infonasional.com
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2026-06-07
digitimes.com
2026-06-07
Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-06
tomshardware.com
2026-06-06
Jeffrey Kampman
AMD's EXPO Ultra Low Latency program, announced at Computex 2026, aims to give users a one-click route to lower memory latencies than its existing EXPO profiles
2026-06-06
www.tweaktown.com
2026-06-06
TweakTown
SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight
Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 5, 2026 7:00 PM CDT
2-minute read time
TL;DR: SK Group plans to double wafer production within five year
2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
2026-06-06
malaysia.news.yahoo.com
2026-06-06
Yahoo News Malaysia
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2026-06-06
wccftech.com
2026-06-06
Wccftech
Korean chip manufacturer SK hynix had been planning to double its memory production capacity by 2030 and 2031 from current levels, even before a request from NVIDIA CEO Jensen Huang, suggests a report from the Korean media. The NVIDIA CEO wrote "please make more" on a hynix wafer at the Computex conference in Taiwan, and supply chain sources suggest that the memory manufacturer plans to expand its
2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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2026-06-06
www.investors.com
2026-06-06
Investor's Business Daily
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2026-06-06
www.thestreet.com
2026-06-06
thestreet.com
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2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.sdxcentral.com
2026-06-05
SDxCentral
Nvidia certifies ‘big three’ for HBM4, securing memory supply for Vera Rubin launch: report
Samsung, SK Hynix, and Micron meet chip giant's requirements
June 05, 2026 By Ben Wodecki Have your say
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– Ben Wodecki/SDxCentral
Samsung Electronics, SK Hynix, and Micron, the so-called "big three" memory makers, have all been given the green light to by Nvidi
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
www.gurufocus.com
2026-06-05
GuruFocus
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