Semiconductor News & Analysis Feed
26 articles
2026-07-04
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.
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
2026-07-03
www.tradingview.com
2026-07-03
TradingView
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
2026-06-30
www.rockpapershotgun.com
2026-06-30
Rock Paper Shotgun
2026-06-30
digitimes.com
2026-06-30
Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft, and Nintendo all having signaled product price increases as widening supply-demand gaps continue to drive up memory costs.
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-27
tomshardware.com
2026-06-27
Luke James
Commodore has slashed the starting price of its Callback 8020 flip phone to $399, down from $499.
2026-06-27
www.tweaktown.com
2026-06-27
TweakTown
Micron has signed agreements locking in record-high memory prices with major customers through 2030
Micron has locked in 16 non-cancellable agreements through 2030 with $22 billion in deposits, and the RAMpocalypse, it seems, has a five-year contract.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 26, 2026 6:40 PM CDT
2-minute read time
TL;DR: Micron has secured 16 non-cancellable agr
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.theregister.com
2026-06-25
The Register
SYSTEMS
Micron locks in historically high memory prices for five years
Big buyers agree to deals that will deliver historically enormous margins and profits
Simon Sharwood
APAC Editor
2
Published Thu 25 Jun 2026 // 02:07 UTC
Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a fl
2026-06-22
tomshardware.com
2026-06-22
Luke James
DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-11
www.businessinsider.com
2026-06-11
Business Insider
Rising memory prices are making AI infrastructure more expensive — and Nvidia's biggest customers could be in for serious sticker shock.
Last month, Meta CEO Mark Zuckerberg and Microsoft CFO Amy Hood cited rising memory costs for chips and data centers as a key factor in their increased AI spending. The surge has helped fuel a boom in memory stocks.
Research firm Bernstein said in a note to inv
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.