SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Steam Machines will only come with one 16GB stick of RAM

0.78

tomshardware.com 2026-06-25 Jowi Morales

Gamers and enthusiasts just can’t catch a break from the memory chip shortage.

Steam Machines RAM performance single-channel memory dual-channel memory Valve gaming console PC gaming AMD Zen 4

Samsung Leads DRAM Market While SK hynix Dominates HBM - Businesskorea

0.92

www.businesskorea.co.kr 2026-06-25 Businesskorea

Samsung held first place in global DRAM revenue share at 38% in Q1, while SK hynix fell to 29% Samsung Electronics' DDR5 DRAM. (Photo provided by Samsung Electronics) Samsung Electronics maintained its leading position in the DRAM market for two consecutive quarters. This is interpreted as the result of significantly increasing production capacity in response to the memory shortage triggered by b

DRAM market Memory chip Semiconductor industry Storage memory Samsung Electronics SK hynix HBM market DDR5

IBM Shows Sub-1-nm Chips, Targeting Production in 5 Years

0.92

eetimes.com 2026-06-25

IBM unveils 0.7-nm nanostack chips promising 100 billion transistors, denser SRAM, and production within five years.

IBM Chip Manufacturing Sub-1-nm Nanostack Technology 3D IC SRAM Scaling Quantum Effects EUV Lithography

Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM - Tom's Hardware

0.92

www.tomshardware.com 2026-06-25 Tom's Hardware

Tech Industry Artificial Intelligence Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM News By Anton Shilov published 22 hours ago More efficient than HBM, denser than SRAM. Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall. (Image credi

Qualcomm Near-memory computing AI accelerator HBC architecture LPDDR Memory wall Bandwidth-per-watt Data center

DRAM surges as Micron earnings, SK Hynix U.S. listing plans boost AI memory trade (DRAM:BATS) - Seeking Alpha

0.92

seekingalpha.com 2026-06-25 Seeking Alpha

__fail__

Samsung Defends DRAM, NAND Lead; SK hynix Holds 58% of HBM - Seoul Economic Daily

0.92

en.sedaily.com 2026-06-25 Seoul Economic Daily

403 ERROR The request could not be satisfied. Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner. If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documenta

DRAM market NAND flash Semiconductor storage Memory chips Samsung Electronics SK hynix HBM memory Semiconductor competition

Baird raises Micron stock price target to $1,280 on DRAM outlook - Investing.com

0.92

www.investing.com 2026-06-25 Investing.com

This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u

Micron Technology DRAM Semiconductor Industry Stock Price Target Investment Analysis Memory Market Semiconductor Investment Chip Design

Q3 memory prices rose more than expected, and HBM profitability is projected to catch up with that of standard DRAM next year; Nomura has repeatedly raised its target prices for SK Hynix and Samsung. - 富途牛牛

0.9

news.futunn.com 2026-06-25 富途牛牛

__fail__

Samsung widens DRAM, NAND lead as SK hynix dominates HBM in South Korea - CHOSUNBIZ - Chosunbiz

0.92

biz.chosun.com 2026-06-25 Chosunbiz

By Jeong Du-yong Published 2026.06.25. 12:34 Global DRAM market share trend. /Courtesy of Counterpoint Research In the global memory market, Samsung Electronics kept the No. 1 spot in DRAM and NAND flash. SK hynix maintained the lead in the high bandwidth memory (HBM) market with a majority share. Chinese companies increased their shares in DRAM and NAND, speeding up the chase. According to mem

DRAM market NAND flash HBM memory Semiconductor industry Samsung Electronics SK hynix Memory market trends AI servers

IC design firms race to secure packaging capacity

0.85

digitimes.com 2026-06-25

IC design firms are scrambling to expand their partner networks as tight packaging and testing capacity remain the most pressing bottleneck in the supply chain. Companies in Taiwan, Europe, and the US say the shortage is worse than expected, pushing packaging, testing, and related materials into broader supply constraints.

IC design Packaging capacity Supply chain bottleneck Semiconductor manufacturing Capacity shortage Supply chain management Technology competition Global semiconductor

Commentary: Micron turns AI memory crunch into a buyback story

0.92

digitimes.com 2026-06-25

Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.

Micron Technology AI memory DRAM demand NAND flash HBM memory Free cash flow Shareholder returns Semiconductor industry

China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp

0.85

digitimes.com 2026-06-25

Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.

Semiconductor Manufacturing Specialty Process Low-Power Chips Wafer Foundry Hua Hong Group Advanced Process Capacity Expansion Chinese Semiconductor

Qualcomm’s HBC Stacks Compute Beneath DRAM To Smash The AI Memory Wall, Claiming 6x The Bandwidth Per Watt Of HBM - Wccftech

0.92

wccftech.com 2026-06-25 Wccftech

Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall. At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted

Qualcomm AI Data Center Memory Wall HBC LPDDR 3D Integration Bandwidth Per Watt AI Accelerator

Can Intel’s New Foundry Chief Reframe INTC’s Role in Advanced Packaging and AI Supply Chains? - simplywall.st

0.92

simplywall.st 2026-06-24 simplywall.st

United States/Semiconductors/NasdaqGS:INTC Can Intel’s New Foundry Chief Reframe INTC’s Role in Advanced Packaging and AI Supply Chains? June 24, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link Earlier this month, Intel appointed former SK hynix and SK On chief Seok-Hee Lee as executive vice president of Intel Foundry, putting him in charge of advanced packaging, system integration

Intel Foundry Advanced Packaging AI Supply Chain Semiconductor Manufacturing Technology Pivot Investment Narrative 18A-P Process

SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report - Yahoo Finance

0.92

finance.yahoo.com 2026-06-24 Yahoo Finance

SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report · Stocktwits Yuvraj Malik Wed, June 24, 2026 at 3:03 AM PDT 2 min read 000660.KS +0.98% MU -1.12% Trade MU on Coinbase Trading disclosure SK Hynix will issue 17.79 million new shares to back a Nasdaq listing of ADRs on July 10. DR

Semiconductor Industry DRAM Memory Chips SK Hynix Nasdaq Listing Chip Manufacturing Memory Market US Capital Markets Semiconductor Investment

Meta pauses mandatory AI training program that tracked employee keystrokes after internal data leak

0.75

tomshardware.com 2026-06-24 Etiido Uko

Meta has paused an internal AI training program after employee conversations, keystrokes, transcripts, and performance-related data were reportedly exposed across the company.

Meta AI training data leak employee privacy internal security corporate compliance AI ethics data governance

"Semiconductor & Memory Stocks" Plunge Globally! Is This a Buying Opportunity or a Warning Sign? ~ Record $2 Billion Flows into DRAM - Moomoo

0.95

www.moomoo.com 2026-06-24 Moomoo

__fail__

Ams Osram Secures €1bn Bond to Halve Financing Costs as €570m Infineon Sale Hangs in Regulatory - Ad-hoc-news.de

0.92

www.ad-hoc-news.de 2026-06-24 Ad-hoc-news.de

Ams, Osram Ams Osram Secures €1bn Bond to Halve Financing Costs as €570m Infineon Sale Hangs in Regulatory Balance 24.06.2026 - 03:15:47 | boerse-global.de Ams Osram places €1B bond at 7.25% to cut annual interest costs by €40M, eyes Infineon sensor sale for deleveraging; stock up 134% YTD but recent volatility persists. Ams - Ams Osram Secures €1bn Bond to Halve Financing Costs as €570m Infineo

Semiconductor Industry Ams Osram Infineon Financing Costs Bond Issuance M&A Transaction Optical Sensors Debt Restructuring

Samsung pushes memory supply deals as demand spreads beyond HBM

0.92

digitimes.com 2026-06-24

Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.

JEDEC approves SPHBM4 standard to broaden HBM4 packaging and boost glass substrate prospects

0.92

digitimes.com 2026-06-24

JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.

Semiconductor News & Analysis Feed