Semiconductor News & Analysis Feed

Chinese memory chip manufacturer Shenzhen Longsys Electronics expects its first-half 2026 net profit to reach between $1.36 billion and $1.62 billion, a staggering increase from just $2.2 million in the same period last year—representing a growth of over 60,000%. This surge is driven by the global A

General Motors (GM) and Micron Technology have entered a strategic customer agreement to secure long-term supply of memory and storage platforms for GM's vehicle production. As modern vehicles increasingly rely on semiconductors—with an average of over 1,700 chips and some models exceeding 3,000—the

Recent concerns over an impending glut in AI memory and storage markets have triggered sharp declines in the shares of SanDisk, Micron, and Seagate. Over the past 24 hours, SanDisk, Seagate, and Micron dropped 14.13%, 10.38%, and 5.49% respectively, erasing much of their 2026 gains. Analysts, includ

On July 1, 2026, Micron Technology and General Motors announced a Strategic Customer Agreement (SCA) to secure long-term supply of memory and storage chips for GM’s next-generation vehicle platforms. The agreement covers key products such as LPDRAM, NOR, and UFS NAND, essential for advanced driver-a

Micron Technology's partnership with General Motors represents a significant milestone in the semiconductor industry's expansion into automotive electronics. As the automotive industry accelerates toward electrification and intelligent driving, demand for high-performance memory solutions has surged

New PC shipments in the U.S. dropped to 15.8 million units in Q1 2026, a 7% year-over-year decline—the steepest drop in nearly three years. According to Omdia, this downturn is primarily driven by supply shortages and rising prices for memory and storage chips. The anticipated Windows 11 refresh cyc

Microsoft's Xbox is set to pay five times more for memory and storage in 2027 compared to two years ago, highlighting the severe strain in the global semiconductor supply chain. Despite Microsoft being a major player in the AI boom that is driving up component prices, the company has seen its storag

At COMPUTEX 2026, Micron Technology unveiled its full portfolio of AI-optimized memory and storage solutions, designed to enhance performance in next-generation data centers and intelligent edge applications. As AI workloads expand from training to large-scale inference—including reasoning-heavy and