SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Micron's blowout quarter is less a surprise than a confirmation of a structural shift in the memory industry. The 379% revenue surge and 87% gross margins signal that AI-driven HBM demand has fundamentally altered the cyclical nature of memory chips, transforming them from commodity products into st

Micron AI Memory HBM DRAM Earnings Revenue Growth Artificial Intelligence Semiconductor Manufacturing

Memory chip market remains robust! Bernstein: DRAM and NAND prices may rise nearly 20% in Q3; cycle expected to begin "normalizing" by 2028 - 富途牛牛

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news.futunn.com 2026-09-29

The AI boom has made memory chips the star of the show; Singapore stakes its role in advanced packaging - Singapore Economic Development Board (EDB)

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www.edb.gov.sg 2026-09-29

AI Boom-Led Memory Chip Demand to Boost Micron's DRAM Revenues in Q4 - tradingview.com

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www.tradingview.com 2026-09-28

SK hynix considers memory chip production in the US — Korea Herald - UA.NEWS

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ua.news 2026-09-27

SK hynix's exploration of US-based memory chip production signals a consequential shift in the global semiconductor supply chain, driven by the convergence of AI-driven HBM demand, geopolitical risk mitigation, and US industrial policy incentives. The company's consideration of leasing Intel's Ohio

Memory Chips HBM US Manufacturing Semiconductor Fabrication CHIPS Act Intel Cloud Computing AI

How memory chip shortage is boosting profits at UK’s Raspberry Pi - The Times

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www.thetimes.com 2026-09-24

Micron 2 GB GDDR7 Memory Chips Reach End Of Life, Leaving RTX 50 Series Fully Dependent On Samsung And SK Hynix - Wccftech

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wccftech.com 2026-09-22

Samsung Reportedly Ramps 4nm Capacity For Memory Chips, Stepping Up Competition With SK Hynix, Micron - Yahoo Finance

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finance.yahoo.com 2026-09-22

Samsung Reportedly Ramps 4nm Capacity For Memory Chips, Stepping Up Competition With SK Hynix, Micron - Stocktwits

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