Semiconductor News & Analysis Feed
16 articles
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
2026-06-30
digitimes.com
2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.
2026-06-30
digitimes.com
2026-06-30
Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft, and Nintendo all having signaled product price increases as widening supply-demand gaps continue to drive up memory costs.
2026-06-29
tomshardware.com
2026-06-29
Luke James
Samsung, SK hynix, and Micron were sued on June 25th in the U.S. District Court for the Northern District of California.
2026-06-29
www.tomshardware.com
2026-06-29
Tom's Hardware
Tech Industry
Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production
News
By Luke James
Published June 29, 2026
A California class action accuses the three memory makers of choking DDR3 and DDR4 supply.
(Image credit: Getty / Bloomberg)
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2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, 26 June 2026 at 6:15 am GMT-7 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stocks dropping more than 6% and Western Digital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, June 26, 2026 at 6:15 AM PDT 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
Explore stocks on Coinbase
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What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stoc
2026-06-26
digitimes.com
2026-06-26
Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-19
english.dotdotnews.com
2026-06-19
點新聞
Apple CEO Tim Cook. (File photo)
Apple CEO Tim Cook has revealed that the company plans to raise prices on its products to offset soaring memory chip costs, which have been driven higher by the rapid expansion of artificial intelligence (AI) infrastructure.
According to an interview with Cook published by The Wall Street Journal on June 17, the Apple chief executive said price increases for Appl
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-12
digitimes.com
2026-06-12
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March. Retail prices for some models could rise by as much as CNY1,000 (approx. US$148).
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-05-29
www.digitimes.com
2026-05-29
digitimes
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look for alternatives to traditional x86 chips in the entry-level market.
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2026-05-21
www.tomshardware.com
2026-05-21
Tom's Hardware
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2026-05-14
overclock3d.net
2026-05-14
OC3D
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