Semiconductor News & Analysis Feed
374 articles
2026-07-05
news.google.com
2026-07-05
Blockonomi
2026-07-04
news.google.com
2026-07-04
Magzter
2026-07-04
www.msn.com
2026-07-04
MSN
I have covered Micron more times lately than any other stock on my beat. The Q3 earnings beat was historic. The guidance was historic. The HBM4 shipment disclosure was historic.
And yet the stock is now trading near $970, down from a 52-week high of $1,255 reached June 25, as investors wrestle with a question the market keeps returning to: how long can this last?
On June 30, Jim Cramer sat down
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Memory chip manufacturers are discouraging the government from meddling with the industry.
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima
2026-07-03
www.datacenterdynamics.com
2026-07-03
Data Center Dynamics
Chip industry trade association SEMI has written to the senior officials in US President Donald Trump's administration, urging the government to stop trying to influence memory prices and production capacity.
According to a report from Bloomberg, the group has warned that an interventionist approach is likely to worsen supply, as companies across all industries continue to grapple with the ongoin
2026-07-03
unn.ua
2026-07-03
Українські Національні Новини (УНН)
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The SEMI group warned the Trump administration that interfering in memory chip prices will worsen the shortage due to the AI boom. They called instead for extending tax incentives and long-term agreements.
Attempts by the U.S. government to solve the global me
2026-07-03
www.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
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2026-07-03
digitimes.com
2026-07-03
SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening supply for storage and server memory.
2026-07-03
pulse2.com
2026-07-03
Pulse 2.0
SK Hynix announced plans to invest 100 trillion won, or about $64.38 billion, to build new chip plants in South Korea as part of a broader investment push tied to the growth of artificial intelligence, according to Reuters.
The company said the projects will be based in Cheongju, a city in central South Korea. And the plans include 80 trillion won for a new NAND memory chip factory by 2029 and 20
2026-07-02
wimz.com
2026-07-02
Classic Rock 103.5 WIMZ
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
tradersunion.com
2026-07-02
Traders Union
Rising demand from AI data centers is tightening global memory chip supply and is beginning to affect consumer electronics pricing. Currys says smartphones and laptops are likely to face higher prices later this year, even as the retailer uses its scale to protect supply into September.
Speaking after the retailer released its annual results, Baldock says reduced availability for consumer devices
2026-07-02
www.businessinsider.com
2026-07-02
Business Insider
Higher prices for smartphones and laptops are coming later this year, the boss of Currys, Britain's biggest electricals retailer, has warned, as the AI data center boom soaks up the world's supply of memory chips.
Currys, a UK equivalent of Best Buy, sells laptops, phones, TVs, and appliances online and through hundreds of stores across the UK, Ireland, and the Nordic countries, generating about
2026-07-02
srnnews.com
2026-07-02
SRN News
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes of mobile phones
2026-07-02
www.933thedrive.com
2026-07-02
93.3 The Drive
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
www.thestar.com.my
2026-07-02
The Star
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2026-07-02
www.channelnewsasia.com
2026-07-02
CNA
Business
UK's Currys warns memory chip shortage will push up prices
FILE PHOTO: People walk past a Currys store in London, Britain, January 6, 2026. REUTERS/Corey Rudy/File Photo
02 Jul 2026 05:31PM
(Updated: 02 Jul 2026 05:35PM)
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2026-07-02
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2026-07-02
www.scmp.com
2026-07-02
South China Morning Post
Semiconductors
TechBig Tech
Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race
CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says
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Howard Liuin Beijing
Published: 4:46pm, 2 Jul 2026
As China’s leading DRAM maker ChangXin Me
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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