Semiconductor News & Analysis Feed
18 articles
2026-06-24
news.google.com
2026-06-24
NAI500
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.
2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-17
www.moomoo.com
2026-06-17
Moomoo
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2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Micron Technology, Inc.MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive, demand for storage solutions is rising across cloud and enterprise data centers. This trend is favoring Micron Technology’s NAND business.
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, 12 June 2026 at 5:34 am GMT-7 4 min read
MU
-0.54%
STX
+6.55%
SNDK
+4.93%
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive,
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, June 12, 2026 at 5:34 AM PDT 4 min read
MU
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STX
+8.34%
SNDK
+5.78%
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Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI m
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
digitimes.com
2026-06-12
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-01
cryptobriefing.com
2026-06-01
Crypto Briefing
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2026-06-01
nvidianews.nvidia.com
2026-06-01
NVIDIA Newsroom
News Summary:
New and enhanced NVIDIA DOCA Vault, DOCA Argus and DOCA Flow security capabilities for NVIDIA BlueField-4 provide zero-trust file access, agent behavior visibility and network-level isolation.
With DOCA, Vera BlueField-4 STX delivers runtime threat detection up to 1,000x faster than existing agentless runtime solutions, while enabling network and file access enforcement at speeds of
2026-06-01
sg.finance.yahoo.com
2026-06-01
Yahoo Finance Singapore
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2026-05-29
www.bizjournals.com
2026-05-29
The Business Journals
www.bizjournals.com
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2026-05-26
digitimes.com
2026-05-26
Huawei has released itsData Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to 10 years, as AI large language models drive data creation into what the company calls the yottabyte era.
2026-05-18
www.digitimes.com
2026-05-18
digitimes
Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash and solid-state drives.The article requires paid subscription.Subscribe Now