Semiconductor News & Analysis Feed
50 articles
2026-06-26
www.whio.com
2026-06-26
WHIO TV
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
apnews.com
2026-06-26
AP News
A shopper looks over Apple MacBook laptops on display in a Costco warehouse on June 2, 2026, in Sheridan, Colo. (AP Photo/David Zalubowski, File)
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the con
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher.
Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares are down 10% to
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
David Moadel
Tue, June 23, 2026 at 6:27 AM PDT 4 min read
SNDK
-13.64%
DRAM
-14.25%
MU
-13.18%
WDC
-8.45%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high
2026-06-23
www.autonews.com
2026-06-23
Automotive News
As the artificial intelligence boom continues, auto industry companies are competing with tech giants for access to memory chips, a shift that is driving up costs and triggering structural changes to the supply chain just as automakers lean into the software-defined vehicle transition.
How EV batteries, from lithium ion to solid state, are evolving
Some electric vehicle battery developers are wo
2026-06-22
eciks.org
2026-06-22
eciks.org
Micron stock hits record as AI memory demand accelerates
Published on 22 June 2026 at 10:56 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 163 times
© Micron stock hits record as AI memory demand accelerates
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Micron Technology stock hit an all-time closing high of $1,133.99 on June 18, 2026, as artificial intelligence memory demand continues to accelerate far
2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-19
www.moomoo.com
2026-06-19
Moomoo
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105115143 : which share is still having room to grow for memory and Chip ?
skumaar42 : Memory chips have emerged
2026-06-18
www.upi.com
2026-06-18
upi.com
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2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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2026-06-18
digitimes.com
2026-06-18
Samsung Electronics has demonstrated a 3D stacked transistor structure with a 42-nanometer gate pitch, a research milestone that extends vertical integration, long used in memory chips, into logic semiconductors.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips
The partnership targets HBM4 memory for Nvidia's Vera Rubin platform, with initial deliveries planned for Q3 2026.
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Helena Cheng
2H
Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out
NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers.
The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H
2026-06-08
fortune.com
2026-06-08
Fortune
Nvidia Corp. Chief Executive Officer Jensen Huang said its new Vera central processing units will use SK Hynix Inc.’s memory chips as the two companies prepare to do more business in the coming year.
“We had a very big year this year with SK Hynix, and we are preparing for a very, very large second half of the year and next year,” Huang told reporters outside a Seoul restaurant on Sunday where h