Semiconductor News & Analysis Feed
86 articles
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
www.moomoo.com
2026-06-16
Moomoo
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2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
AMD acquires MEXT to get Predictive Memory Engine that offloads infrequently accessed data from DRAM to NAND storage.
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Micron Technology, Inc.MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive, demand for storage solutions is rising across cloud and enterprise data centers. This trend is favoring Micron Technology’s NAND business.
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, 12 June 2026 at 5:34 am GMT-7 4 min read
MU
-0.54%
STX
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Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive,
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, June 12, 2026 at 5:34 AM PDT 4 min read
MU
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SNDK
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Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI m
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
digitimes.com
2026-06-12
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
AI factories are changing what data-center infrastructure must do.
Unlike traditional data centers, AI factories are built to manufacture intelligence at scale. They run power-dense training and inference workloads, increasingly support agentic and reasoning models, and must deliver predictable performance even as compute demand shifts rapidly. In this environment, electrical infrastructure is no
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments Battery Monitor Highlights EV And Energy Storage Growth Story
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Texas Instruments (NasdaqGS:TXN) has introduced the BQ79826Z-Q1 battery monitor for electric vehicles and energy storage systems.
The device offers industry-leading cell-count capacity and uses electroche
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
2026-06-09
digitimes.com
2026-06-09
Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth memory and enterprise storage.
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-05
www.storagereview.com
2026-06-05
StorageReview.com
Nutanix Unified Storage Earns Enterprise-Level NVIDIA Certification for Production AI Workloads
by Harold Fritts on June 5, 2026
Enterprise ◇ Enterprise Storage
Nutanix announced that its Nutanix Unified Storage (NUS) solution is now NVIDIA-Certified at the enterprise level, validating the platform for enterprise and cloud provider deployments running large-scale production AI workloads. The ce
2026-06-02
markets.financialcontent.com
2026-06-02
FinancialContent
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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