Semiconductor News & Analysis Feed
1391 articles
2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
www.marketscreener.com
2026-05-25
marketscreener.com
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption,...
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2026-05-25
www.cnbc.com
2026-05-25
CNBC
London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market’s cyclicality at their own risk.
The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM
2026-05-25
www.wsws.org
2026-05-25
World Socialist Web Site
West Lafayette, Indiana government fast-tracks SK Hynix memory chip factory construction
George Kirby, Kevin Reed
9 hours ago
As residents of West Lafayette, Indiana continue their fight to stop the construction of the SK Hynix microchip factory and reverse the rezoning of their neighborhood, local politicians are moving swiftly to assist the South Korean-based semiconductor corporation and its P
2026-05-25
digitimes.com
2026-05-25
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.
2026-05-25
digitimes.com
2026-05-25
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.
2026-05-25
digitimes.com
2026-05-25
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.
2026-05-25
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2026-05-25
Punchbowl News
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2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
finance.yahoo.com
2026-05-25
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2026-05-25
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2026-05-25
The Motley Fool
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2026-05-25
www.msn.com
2026-05-25
MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices.
Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year.
Even with the recent drop, the stock is up more than sevenfold i
2026-05-24
www.techtimes.com
2026-05-24
Tech Times
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2026-05-24
www.digitimes.com
2026-05-24
digitimes
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2026-05-24
www.insidenova.com
2026-05-24
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2026-05-24
wccftech.com
2026-05-24
Wccftech
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2026-05-23
www.fool.com
2026-05-23
The Motley Fool
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2026-05-23
www.tomshardware.com
2026-05-23
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