Semiconductor News & Analysis Feed
1374 articles
2026-06-16
www.moomoo.com
2026-06-16
Moomoo
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2026-06-16
news.futunn.com
2026-06-16
富途牛牛
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2026-06-16
www.mk.co.kr
2026-06-16
매일경제
사진 확대
Employees of KT's partner companies are packing set-top boxes. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top boxes is also soaring. Accordingly, KT is the first telecommunications company to pay advance payments to its partners to stabilize the supply chain.
KT announced on the 16th that it re
2026-06-16
evertiq.com
2026-06-16
Evertiq
© Omdia
Analysis | June 16, 2026
Semiconductor market hits record quarter, driven by memory surge
Evertiq
Semiconductor revenue grew 27% QoQ in Q1 2026 to reach USD 319 billion – the highest quarterly growth Omdia has recorded since it began tracking the market in 2002. It marks the third consecutive quarter of double-digit growth, putting the market on track to surpass USD 700 billion in the firs
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
Preemptive response to a 7-fold jump in memory values
Set-top box costs also doubled
Funding first-time carrier materials purchases
"Prevent supply chain disruptions and stabilize supply chains"
사진 확대
The manufacturing site of KT's set-top box partner. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top b
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
tomshardware.com
2026-06-16
Zhiye Liu
Our RAM benchmark hierarchy ranks DDR5 and DDR4 memory kits of all frequencies and capacities for any budget.
2026-06-16
digitimes.com
2026-06-16
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had recently made positive progress in HBM4E development and was preparing to send samples soon, with shipments possibly beginning in June 2026 and no later th
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
2026-06-16
digitimes.com
2026-06-16
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used in semiconductor manufacturing. Limited short-term supply additions and low industry inventories are widening the supply-demand gap, triggering a rapid price increase.
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-16
digitimes.com
2026-06-16
Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it, potentially benefiting Apple's suppliers such as Samsung Electronics and SK Hynix. The shift could drive both shipment growth and higher prices for mobile DRAM.
2026-06-16
digitimes.com
2026-06-16
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial daily Sedaily, moving ahead just four months after presenting what it described as the world's first 8nm-class MRAM at an international conference.
2026-06-16
digitimes.com
2026-06-16
Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing toward pilot production and mass manufacturing.
2026-06-16
www.msn.com
2026-06-16
MSN
Micron Technology stock was rising sharply Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips.
Micron shares were up 10.1% at $1,081 with markets cheered by the prospect of a U.S.-Iran peace deal.
Shares have been volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forward price-to-earnin
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
AMD acquires MEXT to get Predictive Memory Engine that offloads infrequently accessed data from DRAM to NAND storage.
2026-06-16
stocksdownunder.com
2026-06-16
Stocks Down Under
KEY POINTS
Micron makes a special memory chip (HBM) that AI computers need, and it is sold out for all of 2026.
The stock jumped about 11% on Monday to a record high near US$1,089, up more than 700% in a year, making it roughly a US$1.2 trillion company.
Experts strongly disagree: some see it rising to US$1,750, while others see it falling sharply from here.
The next big test is the company’s ear
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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