Semiconductor News & Analysis Feed

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

Micron Technology announced on July 10, 2026, that it is raising its planned U.S. investment to over $250 billion through 2035, a $50 billion increase from its previous commitment, driven by rising demand for memory chips in the AI era. The company aims to produce 40% of its DRAM output in the U.S.,

Micron Technology announced on Thursday that it is raising its planned U.S. investment to over $250 billion through 2035, a $50 billion increase from its previous commitment, driven by surging demand for memory chips in the AI era. The company aims to reach 40% of global DRAM output on U.S. soil, wi

Micron Technology's stock hit a record high of $1,133.99 on June 18, 2026, driven by surging demand for memory chips fueled by the artificial intelligence (AI) boom. The semiconductor manufacturer is experiencing unprecedented shortages in both DRAM and high-bandwidth memory (HBM), critical componen

NVIDIA and SK Hynix have entered a multi-year collaboration to co-develop next-generation memory chips tailored for AI workloads, with a focus on HBM4 technology for NVIDIA's upcoming Vera Rubin platform, set for delivery in Q3 2026. This partnership goes beyond a typical supply agreement, encompass

SK hynix has launched its iHBM (integrated high-bandwidth memory) solution to address thermal challenges in next-generation AI memory chips. As demand for AI and high-performance computing grows, HBM technology advances toward higher stacking and faster speeds, intensifying heat dissipation issues.