Semiconductor News & Analysis Feed
88 articles
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
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.
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
digitimes.com
2026-06-25
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.
2026-06-25
digitimes.com
2026-06-25
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.
2026-06-24
news.google.com
2026-06-24
NAI500
2026-06-24
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.
2026-06-23
www.storagenewsletter.com
2026-06-23
StorageNewsletter
SK hynix Receives 2026 IEEE Corporate Innovation Award for Driving AI Computing Expansion with HBM
Recognition highlights the company's achievements in driving expansion of AI computing through HBM innovation and application
This is a Press Release edited by StorageNewsletter.com on June 23, 2026 at 2:00 pm
SK hynix Inc. announced that it received the Corporate Innovation Award at the ‘2026 IEEE
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Texas Instruments (TXN) Launches A Battery Monitor Built For EVs And Energy Storage
Bailey Pemberton
Sat, June 20, 2026 at 2:06 PM PDT 3 min read
TXN
+2.92%
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Texas Instruments (NasdaqGS:TXN) released a high cell count battery monitor with integrated
2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-18
www.latestly.com
2026-06-18
LatestLY
Apple outgoing CEO Tim Cook has confirmed that price increases across the company's product lineup are now unavoidable due to the surging costs and tightening supply of memory and storage chips. In an interview with The Wall Street Journal, Cook explained that the situation has become unsustainable, as consumer electronics firms face fierce competition for components that are increasingly being di
2026-06-18
digitimes.com
2026-06-18
In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is preparing to raise product prices because memory and storage costs have surged to a point Apple can no longer absorb. He said Apple has spent the past stretch trying to shield customers from these cost increases, but the situation has become "unsustainable."
2026-06-17
www.moomoo.com
2026-06-17
Moomoo
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