Semiconductor News & Analysis Feed
1390 articles
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
digitimes.com
2026-05-30
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
2026-05-30
www.digitimes.com
2026-05-30
digitimes
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
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2026-05-29
tomshardware.com
2026-05-29
Zhiye Liu,
Check the best prices on DDR5 and DDR4 memory kits of different capacities.
2026-05-29
www.msn.com
2026-05-29
MSN
Samsung Electronics said Friday it has shipped the first samples of the latest high-bandwidth memory chips to its customers. The move lays down the gauntlet for Micron Technology but shouldn’t be much of an issue for the highflying stock.
Samsung said it has shipped the “industry’s first 12-layer HBM4E” chips, which it said represent a more than 20% improvement in data-processing speed and a more
2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Enterprise cloud computing provider Nutanix's CEO, Rajiv Ramaswami, claims that the ongoing supply chain issues have led to it becoming more economical for many enterprises to turn to cloud-based bare metal servers instead of deploying on-prem.
In an interview with The Register, Ramaswami explained that cloud providers' ability to bulk order hardware is enabling them to offer access to servers at
2026-05-29
tomshardware.com
2026-05-29
Zhiye Liu
Anbernic silently ships some retro gaming handhelds with less memory than initially advertised, without notifying customers.
2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-29
www.digitimes.com
2026-05-29
digitimes
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look for alternatives to traditional x86 chips in the entry-level market.
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2026-05-29
digitimes.com
2026-05-29
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the company. The move underscores intensifying competition among memory suppliers as demand accelerates for higher-performance components used in AI computing systems.
2026-05-29
digitimes.com
2026-05-29
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202
2026-05-29
eetimes.com
2026-05-29
Server architecture will offer up to 100 TB of DRAM per accelerator.
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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