SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff - Yahoo Finance

0.92

finance.yahoo.com 2026-07-07 Yahoo Finance

MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings Selloff · Stocktwits Yuvraj Malik Mon, July 6, 2026 at 7:34 PM PDT 3 min read 005930.KS +0.18% MU +1.11% SNDK +6.77% WDC +3.42% Explore stocks on Coinbase Trading disclosure MU and SNDK stocks dropped around 4.5% in overn

Semiconductor Industry Memory Chips Samsung Electronics Micron Technology SanDisk Semiconductor Market AI Servers Chip Stocks

Samsung Electronics second-quarter operating profit surges on AI memory boom

0.95

digitimes.com 2026-07-07

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

Ingenic says DRAM foundry capacity strain won't ease until 2H27

0.92

digitimes.com 2026-07-07

China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.

Memory prices rebound as supply tightens, with global buyers facing higher costs

0.92

digitimes.com 2026-07-07

Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.

U.S. court doubts DRAM collusion as HBM shift explains price surge - CHOSUNBIZ - Chosunbiz

0.87

biz.chosun.com 2026-07-07 Chosunbiz

By Hwang Min-gyu Published 2026.07.07. 06:00 Updated 2026.07.07. 11:07 Dram production plants of Samsung Electronics, SK hynix, and Micron./Courtesy of each company Let's assume there are only three bakeries that supply bread in a village. As it happened, more young people in the village started getting married, wedding cake orders surged, and all three bakeries shifted their ovens to wedding ca

DRAM price fixing High Bandwidth Memory (HBM)Semiconductor market US court AI chip demand Memory semiconductor Legal case Semiconductor regulation

TSMC's Winbond DRAM Deal Isn't Domination, It's Insurance. Here's What It Actually Means for Chip ETFs - 24/7 Wall St.

0.88

news.google.com 2026-07-06 24/7 Wall St.

TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs - Yahoo Finance

0.92

news.google.com 2026-07-06 Yahoo Finance

AMD Puts DRAM in the Chip Package to Save Board Space and Dodge the HBM Crunch - Tech Times

0.95

news.google.com 2026-07-06 Tech Times

[News] Micron Breaks Ground on Hiroshima Fab Expansion, Scaling 1γ DRAM and HBM Output as Equipment Set for 2H28 - TrendForce

0.95

news.google.com 2026-07-06 TrendForce

Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

0.95

digitimes.com 2026-07-06

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources.

Micron Technology Inc. (MU) Sued Over Skyrocketing DRAM Prices amid AI Boom - Yahoo Finance

0.9

news.google.com 2026-07-06 Yahoo Finance

CXMT Could Give Apple One More Reason To Pursue A DRAM Partnership, As Chinese Firm Is Working On A Game-Changing High-Density Memory Without Using EUV - Wccftech

0.85

news.google.com 2026-07-05 Wccftech

CXMT Could Give Apple One More Reason To Pursue A DRAM Partnership, As Chinese Firm Is Working On A Game-Changing High-Density Memory Without Using EUV - Wccftech

0.95

news.google.com 2026-07-05 Wccftech

Applied Materials unveils integrated tools for HBM, chiplet, and 3D packaging scale-up

0.95

digitimes.com 2026-07-05

Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me

Memory price surge begins to cool as consumers hit affordability limit

0.92

tomshardware.com 2026-07-04 Etiido Uko

TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.

Memory Price DRAM NAND Flash AI Infrastructure Semiconductor Market Consumer Electronics Server Memory PC Market

Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases - Tom's Hardware

0.92

www.tomshardware.com 2026-07-03 Tom's Hardware

PC Components RAM DRAM Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases News-analysis By Luke James Published July 3, 2026 Garciaguirre v. Samsung leans on HBM to prove an agreement that federal courts have twice declined to see in parallel production cuts. When you purchase through links on our site, we may earn

DRAM price fixing Semiconductor litigation High Bandwidth Memory Memory market monopolization Antitrust law DRAM industry regulation Semiconductor supply chain Price fixing case

Anthropic's Claude wants to help Micron design better HBM, DRAM, and SSD for AI - TechRadar

0.92

www.techradar.com 2026-07-03 TechRadar

Pro Anthropic's Claude to help Micron design better HBM, DRAM, and SSD for AI even as both companies refuse to address computational storage directly News By Rahim Amir Published July 3, 2026 AI-designed solutions for AI-designated consumption? (Image credit: Anthropic) Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newslet

AI Storage Memory Technology DRAM HBM SSD AI Chips Semiconductor Supply Chain Computational Storage

SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed - Tom's Hardware

0.92

www.tomshardware.com 2026-07-03 Tom's Hardware

PC Components RAM DRAM SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed News By Anton Shilov Published July 3, 2026 Over the next decades. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: SK hynix) Share this article 0 Join the conversation

SK hynix Semiconductor Investment DRAM Production 3D NAND HBM Technology South Korean Semiconductor Industry Chip Manufacturing Memory Chips

Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise - TradingView

0.92

www.tradingview.com 2026-07-02 TradingView

News / TradingView / Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise Less than 1 min read 000660 −5.68% Lawsuit filed June 25 names SK hynix (000660) in U.S. suit alleging DRAM output cuts while shifting to HBM, blaming higher conventional DRAM prices and seeking class-action status and damages 1 SK hynix

DRAM Semiconductor US Lawsuit SK Hynix Export Growth AI Chips Semiconductor Export Supply Chain

Analysis: How long can memory's AI-driven boom last?

0.92

digitimes.com 2026-07-02

The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.

Semiconductor News & Analysis Feed