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2026-09-29
Memory chip market remains robust! Bernstein: DRAM and NAND prices may rise nearly 20% in Q3; cycle expected to begin "normalizing" by 2028 - 富途牛牛
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news.futunn.com 2026-09-29
2026-09-29
NVIDIA Added a Record $150 Billion to Its Buyback. Here’s the Math Behind Spending $235 Billion by Early 2028 - TIKR.com
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www.tikr.com 2026-09-29
2026-09-29
HBM to take nearly 30% of DRAM capacity as Samsung speeds up P5 - digitimes
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www.digitimes.com 2026-09-29
2026-09-29
HBM may account for nearly 30% of industry-wide DRAM capacity next year, says Samsung: Report - electronics.economictimes.indiatimes.com
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electronics.economictimes.indiatimes.com 2026-09-29
2026-09-29
Samsung Electronics says HBM to account for nearly 30% of industry DRAM capacity next year - channelnewsasia.com
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www.channelnewsasia.com 2026-09-29
2026-09-29
Samsung Electronics says HBM to account for nearly 30% of industry DRAM capacity next year - Reuters
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www.reuters.com 2026-09-29
2026-09-29
Samsung Electronics says HBM to account for nearly 30% of industry DRAM capacity next year - TradingView
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www.tradingview.com 2026-09-29
2026-09-28
Samsung: HBM to account for nearly 30% of DRAM production capacity next year, potentially tightening supply of conventional memory - 富途牛牛
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news.futunn.com 2026-09-28
Samsung's decision to allocate nearly 30% of its DRAM production capacity to HBM next year signals a decisive strategic pivot toward AI-driven memory demand. This is not merely a product-mix adjustment but a structural reallocation of wafer resources, given that HBM's TSV stacking and advanced packa
SamsungHBMHigh Bandwidth MemoryDRAMConventional MemoryAI MemoryProduction CapacitySupply-Demand
2026-09-26
SK hynix's Solidigm eyes $150B IPO as early as 2027, Reuters report suggests - Korea JoongAng Daily
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www.koreajoongangdaily.com 2026-09-26
2026-09-26
SK hynix's Solidigm eyes $150B IPO for as early as 2027, Reuters report suggests - Korea JoongAng Daily
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www.koreajoongangdaily.com 2026-09-26
2026-09-25
From ISM 1.0 to Semicon 2.0—India's chip subsidy overhaul draws early interest, raises the bar for investors
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digitimes.com 2026-09-25
2026-09-24
Taiwan Semiconductor Manufacturing (NYSE:TSM) Sees Early A14 Interest, Is It 18% Above Fair Value? - simplywall.st
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simplywall.st 2026-09-24
2026-09-24
SEMICON India 2026: Startup Mitra Sheds Light on Early-Stage Silicon Startup Funding
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eetimes.com 2026-09-24
2026-09-24
I've Held Nvidia for Nearly 3 Years. Here's Whether I'd Still Buy Today. - Yahoo Finance
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finance.yahoo.com 2026-09-24
2026-09-24
I've Held Nvidia for Nearly 3 Years. Here's Whether I'd Still Buy Today. - The Motley Fool
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news.google.com 2026-09-24
2026-09-24
Announcing Linux on Snapdragon X2 Series Early Developer Preview - Qualcomm
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www.qualcomm.com 2026-09-24
2026-09-23
Four AI Stars Rev Up As Analysts Raise Profit Targets; Micron Clears Early Buy Point - Investor's Business Daily
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www.investors.com 2026-09-23
2026-09-23
Nvidia’s Last Quarter Was Nearly Perfect. One Number in the Fine Print Wasn’t. - Yahoo Finance
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finance.yahoo.com 2026-09-23
2026-09-23
Nvidia’s Last Quarter Was Nearly Perfect. One Number in the Fine Print Wasn’t. - The Motley Fool
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www.fool.com 2026-09-23
2026-09-23
Micron, IBD Stock Of The Day, Surges Past Early Buy Point With Earnings Ahead - Investor's Business Daily
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news.google.com 2026-09-23