Semiconductor News & Analysis Feed
20 articles
2026-08-18
sg.finance.yahoo.com
2026-08-18
2026-08-17
finance.yahoo.com
2026-08-17
2026-08-17
www.investing.com
2026-08-17
2026-08-17
eu.36kr.com
2026-08-17
The global memory chip market is currently experiencing an unprecedented 'war,' with manufacturers scrambling to secure supply amid surging demand driven by AI growth. SK Hynix, a leading memory chipmaker, has captured nearly half of the global HBM market share and become a key supplier for AI chip
2026-08-13
news.google.com
2026-08-13
2026-08-13
www.cnbc.com
2026-08-13
According to Counterpoint Research, Yangtze Memory Technologies (YMTC) has rapidly gained ground in the NAND flash memory chip market, securing the third position in global shipments during Q2, behind South Korea's Samsung and SK hynix but ahead of U.S. rival Micron and Japan's Kioxia. This marks a
2026-08-10
2026-08-09
news.google.com
2026-08-09
2026-08-04
www.gurufocus.com
2026-08-04
2026-07-28
news.google.com
2026-07-28
2026-07-26
news.google.com
2026-07-26
2026-07-25
seekingalpha.com
2026-07-25
Apple is reportedly seeking government approval to use Chinese memory chips in an effort to reduce soaring storage costs, but Micron Technology is opposing this move. This development highlights the complex dynamics within the global semiconductor supply chain, particularly amid escalating US-China
2026-07-25
9to5mac.com
2026-07-25
Recent reports from The Wall Street Journal reveal that Apple is attempting to convince the Trump administration to allow the use of memory chips from Chinese suppliers, despite their designation as restricted entities. Apple's plan involves sourcing chips for products sold outside the U.S., not jus
2026-07-23
cryptobriefing.com
2026-07-23
As artificial intelligence continues to advance, high bandwidth memory (HBM) has become a critical component of AI infrastructure, and Samsung Electronics is quietly emerging as a key player in this space. While NVIDIA has been the default choice for investors seeking exposure to AI, Samsung has bee
2026-07-23
seekingalpha.com
2026-07-23
On July 23, 2026, Tesla CEO Elon Musk revealed that Micron Technology recently provided Tesla with a 'significant allocation' of memory chips, helping alleviate supply constraints for this critical component. This announcement has drawn significant attention in the semiconductor industry, as global
2026-07-23
www.bloomberg.com
2026-07-23
2026-07-20
finance.yahoo.com
2026-07-20
2026-07-20
2026-07-17
tomshardware.com
2026-07-17
U.S. lawmakers are urging the federal government to ban exports of memory chips to China, even when such chips are used within allied supply chains. This move stems from growing concerns over the security of U.S. and allied semiconductor supply chains. As companies like Apple face severe memory chip
2026-07-16
www.economist.com
2026-07-16