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2026-07-07
Micron: Why I Believe This Memory Cycle Isn't Fully Priced In Yet (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-07-07 Seeking Alpha
2026-07-07
SK Hynix’s $29 Billion Listing Puts the Memory Supercycle to the Test - 24/7 Wall St.
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247wallst.com 2026-07-07 24/7 Wall St.
2026-07-07
Micron Locks in Big Customers But Memory-Chip Fears Drag on Stock - Barron's
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www.barrons.com 2026-07-07 Barron's
2026-07-07
Micron Locks in Big Customers But Memory-Chip Fears Drag on Stock - Barron's
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www.barrons.com 2026-07-07 Barron's
2026-07-07
Micron shares retreat as Samsung earnings trigger memory chip selloff (MU) - Yahoo Finance
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finance.yahoo.com 2026-07-07 Yahoo Finance
2026-07-07
Intel patent reveals new XBM memory architecture that ditches HBM's costly silicon interposer — backend-transistor DRAM stack uses UCIe links and built-in repair to ease AI's memory bottleneck - Tom's Hardware
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www.tomshardware.com 2026-07-07 Tom's Hardware
2026-07-07
Intel patent reveals new XBM memory architecture that ditches HBM's costly silicon interposer
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tomshardware.com 2026-07-07 Etiido Uko
Intel’s XBM patent proposes an HBM alternative that uses backend-transistor DRAM, UCIe chiplet links, and repair logic to reduce packaging costs and complexity.
Semiconductor MemoryHigh-Bandwidth MemoryHBMSilicon InterposerMemory ArchitectureIntel PatentUCIe InterfaceBEOL Technology
2026-07-07
Micron, AI memory bets reportedly drive hedge fund Appaloosa's 32% H1 surge (MU:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-07-07 Seeking Alpha
2026-07-07
Micron and Ford Sign Strategic Agreement to Strengthen Long-Term Memory Supply - TechPowerUp
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www.techpowerup.com 2026-07-07 TechPowerUp
2026-07-07
AI Inference Pushes Memory Beyond DRAM and HBM - EE Times Asia
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news.google.com 2026-07-07 EE Times Asia
2026-07-07
Micron partners with Ford to strengthen long-term memory supply - Evertiq
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evertiq.com 2026-07-07 Evertiq
2026-07-07
MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff - Yahoo Finance
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finance.yahoo.com 2026-07-07 Yahoo Finance
2026-07-07
Samsung's push in high bandwidth memory chips makes sense despite its lower margins: Futurum - CNBC
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www.cnbc.com 2026-07-07 CNBC
2026-07-07
Samsung's profit soars 19 times as memory chip shortage continues - Nikkei Asia
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asia.nikkei.com 2026-07-07 Nikkei Asia
2026-07-07
Memory chip maker SK Hynix seeks to raise $28B through U.S. IPO - SiliconANGLE
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siliconangle.com 2026-07-07 SiliconANGLE
2026-07-07
Transcend posts record revenue in 2Q26 on strong demand
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digitimes.com 2026-07-07
Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.
2026-07-07
AI server demand tightens power device supply as lead times stretch to 270 days
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digitimes.com 2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-07
Lenovo confirms YMTC SSDs in notebooks sold outside China
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digitimes.com 2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
Micron, Ford sign long-term memory supply agreement
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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
Memory prices rebound as supply tightens, with global buyers facing higher costs
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digitimes.com 2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.