Semiconductor News & Analysis Feed
246 articles
2026-07-15
wccftech.com
2026-07-15
Wccftech
2026-07-15
tomshardware.com
2026-07-15
Anton Shilov
As CXMT's DRAM capacity set to match Micron's, China's DRAM industry could become world's second largest after South Korea.
2026-07-15
digitimes.com
2026-07-15
Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year — by far the fastest-growing category in Taiwan's entire semiconductor supply chain, dwarfing silicon foundry (~54% year-over-year) and OSAT (~24% year-over-year). The surge reflects the AI/HBM-driven DRAM and NAND pricing
2026-07-15
digitimes.com
2026-07-15
CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.
2026-07-15
digitimes.com
2026-07-15
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November,
2026-07-15
digitimes.com
2026-07-15
SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin Y1 fab, with the initial installation expected to support production of about 20,000 wafers per month, according to ZDNet Korea, which cited semiconductor and equipment industry sources.
2026-07-15
drrobertcastellano.substack.com
2026-07-15
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
2026-07-14
news.google.com
2026-07-14
Moomoo
2026-07-14
news.google.com
2026-07-14
The Globe and Mail
2026-07-14
news.google.com
2026-07-14
Yahoo Finance
2026-07-14
news.google.com
2026-07-14
Wccftech
2026-07-14
digitimes.com
2026-07-14
US President Donald Trump recently claimed that Taiwan's TSMC will double the size of its Arizona fab project, reviving attention on his goal of raising the US share of the global chip market to 50% before the end of his term. TSMC declined to comment on the report, but investors may press the company on the issue at its second-quarter 2026 earnings call.
2026-07-14
digitimes.com
2026-07-14
Chinese chip designer Ingenic Semiconductor expects its net profit for the first half of 2026 to surge between 431% and 531% year-over-year, to a range of CNY1.079 billion (approx. US$159.14 million) to CNY1.282 billion, as a memory-market super-cycle drives up prices for its DRAM and Flash products, according to a preliminary earnings filing to the Shenzhen Stock Exchange on July 13. That compare
2026-07-14
digitimes.com
2026-07-14
Intel is developing a new memory architecture aimed at challenging the dominance of high-bandwidth memory (HBM), with commercialization targeted for around 2030. Although the path is fraught with ecosystem barriers and compatibility hurdles, Intel's parallel development of Z-angle memory (ZAM) and cross-batch memory (XBM) underscores its determination to re-enter the DRAM market, as it simultaneou
2026-07-13
news.google.com
2026-07-13
Fortune
2026-07-13
news.google.com
2026-07-13
Fortune
2026-07-13
digitimes.com
2026-07-13
Huawei is reportedly partnering with Chinese DRAM maker Shenzhen Shengweixu Technology (SwaySure) and the Chinese government to build a state-backed 12-inch memory fabrication plant in Shenzhen, a move aimed at easing DRAM shortages while reducing reliance on overseas suppliers amid continued US export controls.
2026-07-11
cryptobriefing.com
2026-07-11
Crypto Briefing
2026-07-11
wccftech.com
2026-07-11
Wccftech
2026-07-10
www.thestreet.com
2026-07-10
thestreet.com