Semiconductor News & Analysis Feed
23 articles
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-04
letsdatascience.com
2026-06-04
Let's Data Science
INFRASTRUCTURE
dram
hbm
micron
ai infrastructure
Micron Benefits From AI-Driven Memory Demand Surge
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June 4, 2026
6.8
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According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-03
sourceability.com
2026-06-03
Sourceability
The semiconductor industry continues to experience massive shifts as the result of uncontrollable AI demand. Recently, Micron joined the ranks of Nvidia in the trillion-dollar market value club thanks to enormous opportunities tied to AI-driven memory demand.
Consecutively, the ongoing legal dispute involving Wingtech and Nexperia reflects the increasing complexity of geopolitical influences in
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-30
digitimes.com
2026-05-30
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
2026-05-30
www.digitimes.com
2026-05-30
digitimes
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
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2026-05-27
mlq.ai
2026-05-27
MLQ.ai
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2026-05-27
www.theinformation.com
2026-05-27
The Information
20 Great Books for Summer 2026
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2026-05-27
siliconangle.com
2026-05-27
SiliconANGLE
Memory chip makers Micron Technology Inc. and SK Hynix Inc. saw their market values surge above $1 trillion for the first time today, driven by insatiable demand for their products from artificial intelligence firms.
Micron’s stock was up more than 19% today, as investors piled into the stock following a report from the investment bank UBS, which tripled its price target from $535 to $1,525 per s
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron jumps 16% after UBS triples price target to $1,625 on AI memory demand
UBS analyst Timothy Arcuri tripled his Micron price target, citing long-term supply agreements and AI-driven demand for hi
2026-05-26
www.investing.com
2026-05-26
Investing.com
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2026-05-26
ca.investing.com
2026-05-26
Investing.com Canada
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2026-05-15
finance.yahoo.com
2026-05-15
Yahoo Finance
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2026-05-12
www.tipranks.com
2026-05-12
TipRanks
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