Semiconductor News & Analysis Feed
85 articles
2026-07-07
digitimes.com
2026-07-07
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-07
news.google.com
2026-07-07
StorageReview.com
2026-07-06
news.google.com
2026-07-06
Quiver Quantitative
2026-07-06
digitimes.com
2026-07-06
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.
2026-07-06
digitimes.com
2026-07-06
Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.
2026-07-05
news.google.com
2026-07-05
Bitget
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
The AI-driven memory and storage chip shortage is driving OEMs towards Chinese chip manufacturers.
2026-07-04
www.storagereview.com
2026-07-04
StorageReview.com
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
2026-07-03
eciks.org
2026-07-03
eciks.org
2026-07-03
digitimes.com
2026-07-03
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
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.
2026-07-02
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
gmauthority.com
2026-07-02
GM Authority
2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
A research firm says that PC deliveries for the first quarter of 2026 fell by 7%, with the entire industry expected to ship 14.4% less units for the entire year.
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind the Memory-Storage Split?
David Moadel
June 29, 2026 4 min read
MU
+0.94%
WDC
+7.14%
SNDK
-0.03%
^NDX
+1.26%
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Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concern
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.
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The split is striking because these three names traded as one theme for much of the past year. Micron stock is up 265% year to date (YTD), and SanDisk shares have rallied 71
2026-06-29
www.binance.com
2026-06-29
Binance
US storage and optical communications stocks posted broad pre-market gains on June 29, according to market data, adding to the constructive AI infrastructure signal from South Korea's 800 trillion won semiconductor investment pledge announced earlier in the session.
Storage stocks — broad gains across the sector
Micron Technology rose 2.16%, Western Digital gained 2.48%, SanDisk climbed 1.59%, a
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Western Digital (WDC) Stock Rallies As Micron’s $100 Billion AI Deals Lift Storage Demand
Bailey Pemberton
June 28, 2026 3 min read
WDC
+7.14%
MU
+0.94%
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Micron reported strong AI memory results and secured multi year AI memory contracts worth a
2026-06-26
www.storagenewsletter.com
2026-06-26
StorageNewsletter
Micron Technology: Fiscal 3Q26 Financial Results
Generating $41.6 billion, up 74.3% QoQ and up 347.3% YoY
This is a Press Release edited by StorageNewsletter.com on June 26, 2026 at 2:01 pm
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Fiscal Q3 2026 highlights:
Revenue of $41.46 billion versus $23.86 billion for the prior quarter and $9.30 billion for the same period last year
GAAP net income of $28.24 billion, or $2