Semiconductor News & Analysis Feed
40 articles
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Video Muted
The artificial intelligence boom is creating winners and losers in places many investors never expected. While most attention remains fixed on GPUs from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), memory chips have quietly become one of the industry’s biggest bottlenecks.
Every AI server requires massive amounts of high-bandwidth memory (HBM) and DRAM, and supply simply can’t keep
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.theregister.com
2026-06-25
The Register
SYSTEMS
Micron locks in historically high memory prices for five years
Big buyers agree to deals that will deliver historically enormous margins and profits
Simon Sharwood
APAC Editor
2
Published Thu 25 Jun 2026 // 02:07 UTC
Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a fl
2026-06-22
tomshardware.com
2026-06-22
Luke James
DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-18
www.investing.com
2026-06-18
Investing.com
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2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-11
www.businessinsider.com
2026-06-11
Business Insider
Rising memory prices are making AI infrastructure more expensive — and Nvidia's biggest customers could be in for serious sticker shock.
Last month, Meta CEO Mark Zuckerberg and Microsoft CFO Amy Hood cited rising memory costs for chips and data centers as a key factor in their increased AI spending. The surge has helped fuel a boom in memory stocks.
Research firm Bernstein said in a note to inv
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
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.
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
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
2026-05-22
wccftech.com
2026-05-22
Wccftech
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2026-05-21
wccftech.com
2026-05-21
Wccftech
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2026-05-20
www.digitimes.com
2026-05-20
digitimes
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2026-05-05
www.tradingview.com
2026-05-05
TradingView
News
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GuruFocus
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Micron Stock Keeps Jumping as Memory Prices Soar
Micron Stock Keeps Jumping as Memory Prices Soar
Less than 1 min read
MU
+15.49%
Micron Technology
MU
shares extended their rally on Monday after strong earnings from peer Sandisk lifted expectations for memory-chip pricing, while Wall Street also raised its view on the broader storage market.
The stock climbed about 7% in mor
2026-05-05
www.gurufocus.com
2026-05-05
GuruFocus