Semiconductor News & Analysis Feed
20 articles
2026-07-31
2026-07-30
2026-07-29
www.theregister.com
2026-07-29
SK Hynix's memory price fluctuations have drawn attention from major technology companies, highlighting the complexity and sensitivity of the semiconductor supply chain. As a leading memory chip manufacturer, SK Hynix's pricing changes significantly impact the entire industry. Major tech companies l
2026-07-29
www.koreaherald.com
2026-07-29
SK Hynix reported a record quarterly operating profit of 60.54 trillion won ($41.6 billion) for Q2, up 557.2% year-on-year, driven by surging demand for memory chips used in AI servers. Revenue rose to 79.32 trillion won, a 256.8% increase YoY and 51% sequentially. Net profit surged 1,242.5% to 93.9
2026-07-23
247wallst.com
2026-07-23
The memory chip market has been on a strong upward trajectory, with semiconductor stocks like Micron Technology and SanDisk seeing massive gains—239.2% and 576.9% year-to-date, respectively. Analysts point to persistent supply shortages as the core driver, with Deutsche Bank forecasting significant
2026-07-22
ts2.tech
2026-07-22
On July 22, 2026, Micron Technology (NASDAQ:MU) stock surged 12.2% to around $968, increasing market capitalization by approximately $119 billion. The surge was driven by strong demand for memory chips fueled by AI growth, leading to significant price increases. Despite a dip in Wednesday’s trading,
2026-07-21
seekingalpha.com
2026-07-21
2026-07-21
stocksdownunder.com
2026-07-21
2026-07-20
www.techpowerup.com
2026-07-20
2026-07-20
www.benzinga.com
2026-07-20
2026-07-17
2026-07-14
tomshardware.com
2026-07-14
China's chip exports reached $177.28 billion in the first half of 2026, up more than 96% year-on-year, driven primarily by global demand for AI hardware and a surge in memory prices. The data, released by China's General Administration of Customs, highlights the country's dominance in exporting matu
2026-07-09
www.fool.com
2026-07-09
Micron Technology delivered exceptional results in its fiscal Q3 2026, reporting $41.5 billion in revenue—a 346% YoY increase—and net income of $28.2 billion, up 205% YoY. The surge was driven by strong demand for its high bandwidth memory (HBM) chips used in AI workloads. Micron has sold out all HB
2026-07-09
finance.yahoo.com
2026-07-09
Micron Technology delivered exceptional results in its fiscal Q3 2026, reporting $41.5 billion in revenue—a 346% year-over-year increase—and net income of $28.2 billion, significantly exceeding analyst expectations. The surge was driven by strong demand for high-bandwidth memory (HBM) chips used in
2026-07-09
2026-07-07
2026-07-07
2026-07-03
www.theglobeandmail.com
2026-07-03
Micron Technology is experiencing one of the strongest profit cycles in its history, driven primarily by rising memory prices. The robust demand for AI servers, high-bandwidth memory (HBM), enterprise SSDs, and advanced DRAM continues to outpace industry supply, creating favorable pricing conditions
2026-07-03
www.theglobeandmail.com
2026-07-03
Micron Technology is experiencing one of the strongest profit cycles in its history, driven primarily by rising memory prices. The robust demand for AI servers, high-bandwidth memory (HBM), enterprise SSDs, and advanced DRAM continues to outpace industry supply, creating favorable pricing conditions
2026-07-03
www.tradingview.com
2026-07-03
Micron Technology is experiencing one of its strongest profit cycles in history, with higher memory prices being a key driver. In Q3 2026, the company reported record revenues of $41.46 billion, up 74% sequentially and 346% year-over-year. Non-GAAP gross margin expanded to 84.9%, significantly highe