Semiconductor News & Analysis Feed
13 articles
2026-08-08
news.google.com
2026-08-08
2026-08-08
news.google.com
2026-08-08
2026-08-06
2026-07-23
tomshardware.com
2026-07-23
The ongoing shortage of memory chips, driven by the rapid expansion of AI technologies, is now extending its impact beyond the PC and gaming sectors into the automotive industry. Major automakers like General Motors and BYD have already begun raising vehicle prices due to increased component costs,
2026-07-02
247wallst.com
2026-07-02
The AI memory shortage that began in 2025 has now entered its second year, intensifying pressure on hyperscaler supply chains. The structural demand floor created by AI inference workloads has significantly increased demand for HBM (High Bandwidth Memory), leading to supply constraints, especially a
2026-06-25
digitimes.com
2026-06-25
Micron Technology forecasts continued global memory market supply constraints beyond 2027, driven by surging AI demand and structural limitations on new manufacturing capacity. The company's announcement of a new long-term supply model and $100 billion customer deals highlights the sustained demand
2026-06-04
news.google.com
2026-06-04
2026-06-04
www.techtimes.com
2026-06-04
At the 2026 Computex trade show, the global AI chip industry is facing a severe shortage of high-bandwidth memory (HBM), with the situation expected to persist until at least 2030. SK Hynix Chairman Chey Tae-won warned that the global supply gap will last through the end of the decade, while NVIDIA
2026-06-02
www.techzine.eu
2026-06-02
SK Hynix is responding to an AI-driven memory chip shortage by planning to double its wafer production capacity over the next five years. This move comes amid rising demand for memory chips fueled by the AI boom. Chairman Chey Tae-won announced the plan in Taipei, citing a persistent shortage expect
2026-05-29
2026-05-24
www.techtimes.com
2026-05-24
2026-05-21
2026-05-11