Semiconductor News & Analysis Feed
1328 articles
2026-07-01
www.chosun.com
2026-07-01
조선일보
By Park Ji-min
Published 2026.07.02. 00:37
Updated 2026.07.02. 09:39
What will be the next-generation advanced memory to follow ‘High Bandwidth Memory (HBM)’? The global semiconductor industry is focusing on developing a ‘second HBM’ product. HBM, a product that maximizes data processing speed by vertically stacking DRAM, has become a key asset in the artificial intelligence (AI) era and the key
2026-07-01
www.forbes.com
2026-07-01
Forbes
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower.
Video Muted
The Roundhill Memory
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
2026-07-01
qz.com
2026-07-01
qz.com
General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing.
Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%
Rebecca Payne
Wed, July 1, 2026 at 7:30 AM PDT 4 min read
005930.KS
-6.25%
MU
-4.71%
000660.KS
-5.68%
Trade MU on Coinbase
Trading disclosure
An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
www.technewsworld.com
2026-07-01
technewsworld.com
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2026-07-01
www.moomoo.com
2026-07-01
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2026-07-01
moneywise.com
2026-07-01
moneywise.com
Dave Smith
Jul 1, 2026
Samsung Electronics and SK Hynix, two of the largest makers of memory chips on the planet, will invest a combined $590 billion alongside the South Korean government to build a sprawling new manufacturing complex in an effort to relieve the AI-driven shortage that has sent the price of computer memory soaring worldwide.
South Korean President Lee Jae Myung, standing alongsi
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
A research firm says that PC deliveries for the first quarter of 2026 fell by 7%, with the entire industry expected to ship 14.4% less units for the entire year.
2026-07-01
www.techzine.eu
2026-07-01
Techzine Global
3 MIN
INFRASTRUCTURE
Memory shortages are only partly due to AI, says Micron
MELS DEES
Jul 1, 2026, 5:34 PM GMT+8
According to Micron, the global memory chip shortages are not solely the result of the explosive growth of AI. CEO Sanjay Mehrotra (photo) argues that years of price pressure from customers prevented the industry from investing enough, causing production capacity to lag behind when de
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
biz.chosun.com
2026-07-01
Chosunbiz
By
Jeong Du-yong
Published 2026.07.01. 17:17
SK hynix business sites in Icheon, Gyeonggi./Courtesy of News1
SK hynix will use funds raised through the issuance of American depositary shares (ADS) for a Nasdaq listing in the United States to expand domestic production facilities, invest in advanced packaging equipment, and introduce extreme ultraviolet (EUV) lithography equipment. The amended reg
2026-07-01
www.airliquide.com
2026-07-01
Air Liquide
Contact
Close popin
Air Liquide invests over 170M USD in the U.S. to support SK hynix’s ambition to build a global AI memory ecosystem
Paris, France, July 01, 2026 Press Releases Group Industry
As part of a long-term contract, Air Liquide will build, own and operate two new production units in the state of Indiana to deliver ultra-pure gases to the first U.S. fab of SK hynix, a South Korean globa
2026-07-01
www.pcmag.com
2026-07-01
PCMag Middle East
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
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TradingView
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Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Less than 1 min read
000660
+2.59%
SK hynix files to list ADSs as SKHY on Nasdaq, proposing up to 17.79M ADS (≈2.5% of Seoul shares) to raise funds for Korean fabs and EUV scanners; trading starts July 10.
1
SK hynix (000660) will joi
2026-07-01
digitimes.com
2026-07-01
GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a concern with potential relevance for global semiconductor investors.