SemiPulse — Semiconductor Intelligence

Micron Stock Keeps Jumping as Memory Prices Soar - TradingView

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www.tradingview.com 2026-05-05 TradingView

News / GuruFocus / Micron Stock Keeps Jumping as Memory Prices Soar Micron Stock Keeps Jumping as Memory Prices Soar Less than 1 min read MU +15.49% Micron Technology MU shares extended their rally on Monday after strong earnings from peer Sandisk lifted expectations for memory-chip pricing, while Wall Street also raised its view on the broader storage market. The stock climbed about 7% in mor

Micron Stock Keeps Jumping as Memory Prices Soar - GuruFocus

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www.gurufocus.com 2026-05-05 GuruFocus

South Korea eyes memory-led AI order against Nvidia

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digitimes.com 2026-05-05

As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.

Semiconductor Industry Artificial Intelligence Memory Chips NVIDIA South Korean Semiconductor AI Inference GPUs Storage

Nanya Technology's April revenue soars, driven by strong ASP outlook and accelerated expansion efforts

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digitimes.com 2026-05-05

Nanya Technology reported consolidated revenue of NT$25.49 billion (approx. US$805.3 million) for April 2026, surging 717.33% from NT$3.12 billion a year earlier and 40.29% from March, setting a record high as memory contract prices continue to rise.

Semiconductor Industry Memory Chips Revenue Growth Market Expansion Technology Development Supply Chain Semiconductor Manufacturing Storage Memory

DDR6 server memory moves into early development as industry prepares for next-generation AI demand

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digitimes.com 2026-05-05

The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead of formal standardization. The industry is coordinating closely across chip designers, substrate manufacturers, and controller IP providers to prepare for the transition from DDR5, which is now entering maturity in data

DDR6 memory server memory AI demand semiconductor industry memory technology chip development industry standard supply chain

SK Hynix weighs memory plant shift as HBM demand outlook changes - digitimes

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www.digitimes.com 2026-05-05 digitimes

Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner? - 24/7 Wall St.

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247wallst.com 2026-05-04 24/7 Wall St.

AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory

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tomshardware.com 2026-05-04 Kunal Khullar

The Ryzen AI Max+ PRO 495 appears to retain the same core configuration as its predecessor while adding more unified memory and slightly better performance.

AMD Ryzen AI APU Unified Memory LPDDR5X Radeon GPU Mobile Processor AI Computing

Barclays Boosts SK Hynix and Samsung Price Targets Amid Strengthening Memory Chip Market - Blockonomi

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blockonomi.com 2026-05-04 Blockonomi

Intel’s ZAM Memory Threatens HBM’s AI Throne With 2x The Bandwidth of HBM4, More Capacity & Low Thermal Constraints - Wccftech

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wccftech.com 2026-05-03 Wccftech

QNAP’s new AI NAS supports NVIDIA’s 300W RTX PRO 6000 Blackwell Max-Q GPU with 96GB GDDR7 ECC memory - VideoCardz.com

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videocardz.com 2026-05-03 VideoCardz.com

STMicro Introduces STM32C5 for Cost-Sensitive Smart Devices

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eetimes.com 2026-04-29 Yashasvini Razdan

Introducing STM32C5 in India, STMicroelectronics explained how the new series targets cost-sensitive applications with improved performance, memory, and connectivity.

Microcontroller STM32C5 STMicroelectronics Industrial IoT Smart Devices Cost-sensitive Design Ethernet Integration Cortex-M33

Fixing AI’s Bottlenecks: Memory, Scale, and Sparsity

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eetimes.com 2026-04-23 Sunny Bains

Unlock the future of AI with insights from top neuromorphic engineers—listen to how experts tackle memory, scale, and sparsity.

AI hardware Neuromorphic computing Memory bottleneck AI chips Computational architecture Neural networks Memory technology Sparse computing

YMTC’s NAND Design Surprise Alongside a New Fab

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eetimes.com 2026-04-20 Majeed Ahmad

China’s memory underdog defies sanctions by building a fab that mostly sources equipment, materials, and tools locally.

YMTC NAND flash 3D NAND semiconductor self-reliance Chinese chip industry DRAM AI infrastructure Fab construction

Fast Isn’t Fast Enough: Redefining Metrics for Edge AI