Semiconductor News & Analysis Feed

Apple CEO Tim Cook described the current memory pricing situation as a 'hundred-year flood' during a quarterly earnings call on July 30. He revealed that Apple will pay even more for memory in the September quarter than in June, driven by recent price hikes. The company’s inventory surged to $11.09

Framework has announced a significant price increase for its upcoming Framework Laptop 13 Pro, particularly for 32GB and 64GB memory configurations, which have more than doubled in cost. The surge is primarily due to a sharp rise in pricing from its LPCAMM2 memory supplier, a key component used in I

Micron Technology Inc is expected to benefit from stronger-than-anticipated memory pricing trends ahead of its fiscal third-quarter earnings report. Wedbush analysts raised their estimates and price target, citing increased DRAM and NAND pricing and sustained demand from artificial intelligence appl

Wolfe Research has raised its stock price target for Micron Technology based on an optimistic outlook for memory pricing, reflecting positive market sentiment in the semiconductor industry. This adjustment demonstrates growing confidence in Micron's position as a leading provider of memory and stora