Semiconductor News & Analysis Feed

42 articles
2026-07-10
www.supplychaindive.com 2026-07-10 Supply Chain Dive
2026-07-09
digitimes.com 2026-07-09
The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.
2026-07-07
www.techpowerup.com 2026-07-07 TechPowerUp
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2026-07-07
evertiq.com 2026-07-07 Evertiq
© micron Business | July 07, 2026 Micron partners with Ford to strengthen long-term memory supply Evertiq Micron is increasing output of key automotive memory solutions with capacity expansions designed to support long product lifecycles and ensure sustained supply for critical production programs. Micron Technology and Ford Motor Company have announced a long-term Strategic Customer Agreement (S
2026-07-07
digitimes.com 2026-07-07
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-07
investingnews.com 2026-07-07 Investing News Network
You will be notified when this event occurs. No additional settings needed. Micron Technology, Inc. (Nasdaq: MU) and Ford Motor Company today announced a long-term Strategic Customer Agreement (SCA) to strengthen the supply of memory and storage solutions supporting Ford's next-generation vehicle production. Micron is increasing output of key automotive memory solutions with
2026-07-06
news.google.com 2026-07-06 Yahoo! Finance Canada
2026-07-06
news.google.com 2026-07-06 Yahoo Finance
2026-07-06
news.google.com 2026-07-06 Yahoo Finance
2026-07-06
news.google.com 2026-07-06 Yahoo Finance
2026-07-06
news.google.com 2026-07-06 Stock Titan
2026-07-06
digitimes.com 2026-07-06
Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.
2026-07-03
evertiq.com 2026-07-03 Evertiq
© MIcron Business | July 03, 2026 Micron and General Motors sign long-term memory supply agreement Evertiq Micron Technology and General Motors have signed a Strategic Customer Agreement to secure a long-term, reliable supply of memory and storage products for GM's vehicle production. The agreement covers LPDRAM, NOR and UFS NAND products, according to a press release from Micron. Beyond the comm
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
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% Explore stocks on Coinbase 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
digitimes.com 2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-06-29
telecom.economictimes.indiatimes.com 2026-06-29 ET Telecom
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2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand Ananya Gairola Fri, June 26, 2026 at 2:46 AM PDT 6 min read MU -3.64% Trade MU on Coinbase Trading disclosure Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-25
digitimes.com 2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa