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Samsung Earnings, SK Hynix Nasdaq Listing Decide Memory Stock Fate - 조선일보

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news.google.com 2026-07-05 조선일보

Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

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digitimes.com 2026-07-05

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.

Applied Materials unveils integrated tools for HBM, chiplet, and 3D packaging scale-up

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digitimes.com 2026-07-05

Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me

The Artificial Intelligence (AI) Memory Supercycle Is Getting Stronger. Here's How You Can Profit From This Boom With Less Than $100 - The Motley Fool

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news.google.com 2026-07-05 The Motley Fool

Chinese YMTC SSDs make their way into retail Lenovo laptops

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tomshardware.com 2026-07-04 Jowi Morales

The AI-driven memory and storage chip shortage is driving OEMs towards Chinese chip manufacturers.

SSD Storage Chip Lenovo YMTC US Market Supply Chain Crisis AI Buildout Semiconductor Industry

Memory price surge begins to cool as consumers hit affordability limit

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tomshardware.com 2026-07-04 Etiido Uko

TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.

Memory Price DRAM NAND Flash AI Infrastructure Semiconductor Market Consumer Electronics Server Memory PC Market

AI DATA CENTERS ARE MAKING THE GLOBAL MEMORY CHIP SHORTAGE EVEN WORSE - Magzter

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news.google.com 2026-07-04 Magzter

Micron CEO Sanjay Mehrotra tells Jim Cramer memory chip shortage will persist beyond 2027 - MSN

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www.msn.com 2026-07-04 MSN

Samsung and SK Hynix seek substrate price cuts for the second half of 2026

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digitimes.com 2026-07-04

Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.

Commentary: Korea's KRW800tn chip bet risks US fab pressure while Apple profits from memory shock

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digitimes.com 2026-07-04

South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.

TSMC's median pay trails four smaller IC design houses, filings show

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digitimes.com 2026-07-04

Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.

Micron Remains a Buy as AI Memory Demand Surges - TradingView

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www.tradingview.com 2026-07-04 TradingView

Micron Remains a Buy as AI Memory Demand Surges - Yahoo Finance

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finance.yahoo.com 2026-07-04 Yahoo Finance

SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain. - Yahoo Finance

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finance.yahoo.com 2026-07-04 Yahoo Finance

SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain. - Barchart.com

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www.barchart.com 2026-07-04 Barchart.com