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EUV42 3nm29 AI10 DRAM8 GPU8 HBM6 3D printing5 EU3 data centers3 CUDA3 Starlink3 RISC-V3 AI infrastructure3 P-core3 E-core3
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
Apple is hiking the prices of MacBooks and iPads due to the memory chip shortage - Scripps News
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www.scrippsnews.com 2026-07-07 Scripps News
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
Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes
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digitimes.com 2026-07-07
Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.
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
Ingenic says DRAM foundry capacity strain won't ease until 2H27
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digitimes.com 2026-07-07
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.
2026-07-07
Samsung Electronics second-quarter operating profit surges on AI memory boom
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digitimes.com 2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.