Semiconductor News & Analysis Feed
246 articles
2026-06-05
www.digitimes.com
2026-06-05
digitimes
AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported strong earnings, prompting the market to reassess the strategic role of...
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2026-06-03
www.moomoo.com
2026-06-03
Moomoo
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.communicationstoday.co.in
2026-06-02
Communications Today
www.communicationstoday.co.in
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2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Amazingly, shares of Micron Technology (
MU
+5.07%
) have doubled over the past 48 days.
As a result, this week the Boise, Idaho-based semiconductor manufacturer entered the rarefied $1 trillion club. Its market capitalization, as I write this, is about $1.04 trillion. That puts it, in terms of market value, above Walmart, Eli Lilly, and Berkshire Hathaway. Only about 14 publicly traded companies
2026-05-31
www.barchart.com
2026-05-31
Barchart.com
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2026-05-31
www.thelec.net
2026-05-31
thelec.net
SK hynix's DDR4 DRAM. (Source: SK hynix)
Commodity DRAM and NAND flash prices continued rising in May, setting new record highs.
According to market research firm DRAMeXchange on May 29, the average price of PC-use commodity DDR4 8Gb products reached $20 in May, up 25% from $16 in April. The figure marked another all-time high following last month and represented the highest level since DRAMeXch
2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-30
digitimes.com
2026-05-30
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
2026-05-29
eetimes.com
2026-05-29
Server architecture will offer up to 100 TB of DRAM per accelerator.
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.chosun.com
2026-05-28
조선일보
By Park Ji-min
Published 2026.05.28. 16:05
Updated 2026.05.28. 16:18
CXMT's latest DRAM DDR5 product. /CXMT
The initial public offering (IPO) of Chinese DRAM company ChangXin Memory Technologies (CXMT) has entered its final stages. The Shanghai Stock Exchange announced on the 27th that CXMT’s STAR Market (the Chinese version of NASDAQ) IPO passed the listing review committee’s deliberation. Only
2026-05-28
digitimes.com
2026-05-28
ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.