Semiconductor News & Analysis Feed
49 articles
2026-07-16
digitimes.com
2026-07-16
CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's technology path. For readers worldwide, the listing signals both greater supply competition and a potential shift in where next-generation memory innovation develops.
2026-07-15
digitimes.com
2026-07-15
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.
2026-07-14
digitimes.com
2026-07-14
AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.
2026-07-13
news.google.com
2026-07-13
finance.biggo.com
2026-07-13
digitimes.com
2026-07-13
Memory chipmaker Nanya said its second-quarter 2026 operations hit a record high, with President Pei-Ing Lee saying signed long- and short-term agreements now account for 50% of total capacity. He said the memory market has entered a broad shortage, and that Nanya may add a fifth strategic partner, while 2027 capital expenditure could climb to as much as NT$200 billion (approx. US$6.2 billion), 4x
2026-07-11
invezz.com
2026-07-11
Invezz
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
247wallst.com
2026-07-10
24/7 Wall St.
2026-07-10
www.msn.com
2026-07-10
MSN
2026-07-10
www.cnbc.com
2026-07-10
CNBC
2026-07-10
www.digitimes.com
2026-07-10
digitimes
2026-07-10
digitimes.com
2026-07-10
High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.
2026-07-09
digitimes.com
2026-07-09
Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese makers benefited from a rally across the memory market, while industry watchers continued to flag the risk of volatility after a sharp price run-up.
2026-07-09
www.ad-hoc-news.de
2026-07-09
AD HOC NEWS
Microns, Structural
Micron's Structural Shift: How HBM Demand Is Reshaping the Memory Market — and Why New Fabs Take Years to Ease the Squeeze
Veröffentlicht: 08.07.2026 um 19:15 Uhr, Redaktion boerse-global.de
Structural reallocation of memory chips to AI-focused HBM keeps prices elevated, but Micron's stock slides 28% from highs amid supply constraints and long-term uncertainty.
Micron's Struc
2026-07-07
www.marketwatch.com
2026-07-07
MarketWatch
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2026-07-07
digitimes.com
2026-07-07
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.
2026-07-06
digitimes.com
2026-07-06
The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.
2026-07-06
digitimes.com
2026-07-06
Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.
2026-07-06
digitimes.com
2026-07-06
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.
2026-07-03
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.