Semiconductor News & Analysis Feed

10 articles
2026-06-24
www.datacenterdynamics.com 2026-06-24 Data Center Dynamics
Anthropic has signed a supply agreement with memory and storage company Micron. The deal follows Micron's investment in the generative AI company's Series H funding round. – Sebastian Moss Micron and Anthropic will analyze how memory and storage subsystems perform across various workloads and interact across the AI infrastructure stack. Anthropic said that this effort is expected to drive adva
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.reuters.com 2026-06-23 Reuters
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2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Micron, Anthropic sign AI infrastructure supply agreement Reuters Mon, June 22, 2026 at 11:02 AM PDT 1 min read MU -13.18% CRWV -5.00% AVGO -3.06% Explore stocks on Coinbase Trading disclosure June 22 (Reuters) - Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply ‌of memory and storage products, and a strategic investment ‌in the IPO-bound AI company's
2026-06-15
www.tradingview.com 2026-06-15 TradingView
News / London Stock Exchange / REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement Refinitiv4 min read IQE +5.35% TSEM +1.77% RNS Number : 1844I IQE PLC 15 June 2026   IQE plc Cardiff, UK 15 June 2026 IQE and Tower Semiconductor announce multi-year InP epiwafer supply agreement -     Supporting planned growth in I
2026-06-15
finance.yahoo.com 2026-06-15 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. IQE and Tower Semiconductor Announce Multi-year InP epiwafer Supply Agreement Tower Semiconductor Sun, June 14, 2026 at 11:00 PM PDT 3 min read IQE.L +21.08% TSEM +6.99% TSEM.TA +7.57% Trade TSEM on Coinbase Trading disclosure Tower Semiconductor Supporting planned growth in InP silicon photonics tech
2026-06-11
tomshardware.com 2026-06-11 Anton Shilov
Biwin signs a 24-months supply agreement with an unknown NAND maker to get memory worth $1.86 billion.
2026-06-08
www.tomshardware.com 2026-06-08 Tom's Hardware
PC Components RAM DRAM Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cycles News By Anton Shilov published 13 minutes ago Nvidia and SK hynix tighten their relationship. Nvidia and SK hynix to co-develop memory for next-generation Nvidia platforms, sign supply agreement. (Image credit: Nvidia) Share this article 0 Join the
2026-06-08
tomshardware.com 2026-06-08 Anton Shilov
Nvidia and SK hynix tighten their relationship.
2026-05-25
digitimes.com 2026-05-25
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.