SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

AI Memory and Storage Glut Fears Loom as SanDisk, Micron, Seagate All Plunge - Yahoo Finance

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finance.yahoo.com 2026-07-03 Yahoo Finance

Micron Technology secures strategic agreement to supply memory and storage chips for GM's next-generation vehicles - eciks.org

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eciks.org 2026-07-03 eciks.org

Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

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digitimes.com 2026-07-03

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.

SK Hynix puts US$64 billion into Cheongju chip buildout

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digitimes.com 2026-07-03

SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening supply for storage and server memory.

Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron

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digitimes.com 2026-07-03

Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.

Kioxia begins sample shipments of 10th-generation flash memory

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digitimes.com 2026-07-03

Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.

South Korea announces $518 billion semiconductor investment with Samsung and SK hynix for new memory fabs - TweakTown

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www.tweaktown.com 2026-07-03 TweakTown

The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal - Yahoo Finance

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finance.yahoo.com 2026-07-03 Yahoo Finance

SK Hynix To Invest $64 Billion In Memory Chip Plants Under Broader AI Investment Plan - Pulse 2.0

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pulse2.com 2026-07-03 Pulse 2.0

SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears - Yahoo Finance

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finance.yahoo.com 2026-07-03 Yahoo Finance