Semiconductor News & Analysis Feed
1343 articles
2026-07-03
unn.ua
2026-07-03
Українські Національні Новини (УНН)
2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
2026-07-03
news.google.com
2026-07-03
CoinDesk
2026-07-03
www.barrons.com
2026-07-03
Barron's
2026-07-03
www.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
2026-07-03
eciks.org
2026-07-03
eciks.org
2026-07-03
digitimes.com
2026-07-03
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.
2026-07-03
digitimes.com
2026-07-03
SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening supply for storage and server memory.
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-03
digitimes.com
2026-07-03
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
2026-07-03
www.tweaktown.com
2026-07-03
TweakTown
South Korea announces $518 billion semiconductor investment with Samsung and SK hynix for new memory fabs
The plan includes four new memory fabs, an HBM packaging hub, and a government push to halve standard semiconductor construction timelines.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jul 2, 2026 3:05 PM CDT
Updated Jul 2, 2026 3:40 PM CDT
1 minute & 45 seconds read time
TL;DR: Sou
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal
Sasha Jovanovic
Thu, July 2, 2026 at 12:14 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, NOR and UFS NAND memory and storage for current and next-generat
2026-07-03
pulse2.com
2026-07-03
Pulse 2.0
SK Hynix announced plans to invest 100 trillion won, or about $64.38 billion, to build new chip plants in South Korea as part of a broader investment push tied to the growth of artificial intelligence, according to Reuters.
The company said the projects will be based in Cheongju, a city in central South Korea. And the plans include 80 trillion won for a new NAND memory chip factory by 2029 and 20
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
David Moadel
Thu, July 2, 2026 at 9:02 AM PDT 4 min read
BAC
-2.33%
MU
+0.83%
STX
+2.49%
SNDK
+4.97%
WDC
+2.88%
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Trading disclosure
Quick Read
Shares of SanDisk plunged 11%, Seagate slid 7%, and Micron dropped 4%, extending back-to-back losses as the memory sector trimed its extraordinary 2
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
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2026-07-02
wimz.com
2026-07-02
Classic Rock 103.5 WIMZ
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
tradersunion.com
2026-07-02
Traders Union
2026-07-02
www.businessinsider.com
2026-07-02
Business Insider
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
The Next Micron? Some Investors Say NETLIST (NLST) Is The Best AI Memory Stock to Buy Now
Fahad Saleem
Thu, July 2, 2026 at 6:44 AM PDT 2 min read
NLST
-1.39%
MU
+0.26%
SNDK
+3.41%
Explore stocks on Coinbase
Trading disclosure
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You S