Semiconductor News & Analysis Feed
20 articles
2026-08-14
news.google.com
2026-08-14
2026-08-11
www.benzinga.com
2026-08-11
Industry analyst Ming-Chi Kuo challenges reports that Apple's chips are stuck at TSMC with a $1 billion backlog, confirming that tight memory supply is indeed a real issue. This incident highlights the complexity and fragility of the global semiconductor supply chain. Apple's chip demand significant
2026-08-09
news.google.com
2026-08-09
2026-08-02
www.koreaherald.com
2026-08-02
2026-07-31
2026-07-27
news.google.com
2026-07-27
2026-07-26
news.google.com
2026-07-26
2026-07-25
www.cnbc.com
2026-07-25
NVIDIA has secured high-bandwidth memory supply from SK Hynix as part of a $500 billion AI deal, signaling a major strategic move to secure critical components for its advanced processors and systems. The agreement includes large-scale data center construction expected to come online in 2027, and in
2026-07-22
www.tweaktown.com
2026-07-22
SK Hynix CEO Kwak Noh-Jung warned that 2027 will be the worst year in the history of the memory industry from a supply perspective. Despite an expected 12% increase in wafer and manufacturing capacity, this growth will still fall short of rising demand, especially for non-HBM DRAM used in consumer e
2026-07-20
www.tweaktown.com
2026-07-20
2026-07-18
finance.yahoo.com
2026-07-18
2026-07-13
news.google.com
2026-07-13
2026-07-13
news.google.com
2026-07-13
2026-07-12
news.google.com
2026-07-12
2026-07-12
news.google.com
2026-07-12
2026-07-11
www.reuters.com
2026-07-11
2026-07-11
finance.yahoo.com
2026-07-11
SK Hynix CEO Kwak Noh-jung warned that the global memory industry is poised for its worst-ever supply shortage in 2027, with demand continuing to outpace supply well beyond 2030. Despite aggressive capacity expansion, the company's production capabilities are struggling to meet surging demand, parti
2026-07-10
www.supplychaindive.com
2026-07-10
Ford and General Motors have signed memory supply agreements with Micron Technology to secure critical components for next-generation vehicles. As the automotive industry shifts toward software-defined, AI-driven platforms, demand for high-performance memory and storage is rising sharply. These part
2026-07-07
www.techpowerup.com
2026-07-07
Micron Technology and Ford have signed a strategic agreement to strengthen long-term memory supply, marking a significant shift in semiconductor industry collaboration with automotive manufacturing. As automotive electrification and intelligent driving systems advance, demand for high-performance me
2026-07-07
evertiq.com
2026-07-07
Micron Technology and Ford Motor Company have entered into a long-term Strategic Customer Agreement (SCA) to secure the supply of memory and storage solutions for Ford’s next-generation vehicle production. This move is supported by Micron’s ongoing investments in expanding and localizing automotive