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

Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth - The Futurum Group

0.92

futurumgroup.com 2026-06-25 The Futurum Group

This website or its third-party tools process personal data. You can opt out of the sale of your personal information by clicking on the “Do Not Sell or Share My Personal Information” link. Get organization-wide instant access to market sizing and decision-maker data in a self-serve subscription model with analyst support. Make smarter decisions with agile analyst insight and amplify your story

Micron Technology HBM LPDRAM AI memory Data center storage DRAM Semiconductor industry Supply chain management

Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips - The Manila Times

0.92

www.manilatimes.net 2026-06-25 The Manila Times

Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips A new epitaxy system optimized for DRAM fabs adds a critical logic-class step-boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield

Semiconductor Equipment DRAM Technology Advanced Packaging AI Chips 3D Stacking High Bandwidth Memory CMP Process Electrochemical Deposition

Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips - marketscreener.com

0.92

www.marketscreener.com 2026-06-25 marketscreener.com

Access Denied You don't have permission to access "http://www.marketscreener.com/news/applied-materials-introduces-new-systems-to-accelerate-dram-and-advanced-packaging-for-ai-chips-ce7f5fd8de89f521" on this server. Reference #18.e5ab3717.1782397979.215a9cd https://errors.edgesuite.net/18.e5ab3717.1782397979.215a9cd

Semiconductor Equipment DRAM Manufacturing Advanced Packaging AI Chips Applied Materials Chip Fabrication Semiconductor Supply Chain Technology Upgrade

Applied Materials targets DRAM and 3D chip stacking for AI chips - Stock Titan

0.8

news.google.com 2026-06-25 Stock Titan

Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips - GlobeNewswire

0.92

www.globenewswire.com 2026-06-25 GlobeNewswire

Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips A new epitaxy system optimized for DRAM fabs adds a critical logic-class step—boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield

Semiconductor Equipment DRAM Manufacturing Advanced Packaging AI Chips 3D Stacking High Bandwidth Memory Silicon Germanium Epitaxy Chemical Mechanical Polishing

Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips - Yahoo Finance

0.92

finance.yahoo.com 2026-06-25 Yahoo Finance

This is a paid press release. Contact the press release distributor directly with any inquiries. Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips Applied Materials, Inc. Thu, June 25, 2026 at 6:00 AM PDT 6 min read AMAT -3.33% Trade AMAT on Coinbase Trading disclosure Applied Materials, Inc. Innovations spanning DRAM and advanced packaging enable the

Semiconductor Equipment DRAM Manufacturing Advanced Packaging AI Chips 3D Chip Architecture Materials Engineering Silicon Germanium Epitaxy Chip Fabrication Process

Micron inks long-term supply agreements worth $100 billion

0.92

tomshardware.com 2026-06-25 Anton Shilov

Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.

Micron DRAM 3D NAND Long-term supply agreements Semiconductor supply chain Memory market Chip shortage Strategic customer agreements

Samsung Leads DRAM Market While SK hynix Dominates HBM - Businesskorea

0.92

www.businesskorea.co.kr 2026-06-25 Businesskorea

Samsung held first place in global DRAM revenue share at 38% in Q1, while SK hynix fell to 29% Samsung Electronics' DDR5 DRAM. (Photo provided by Samsung Electronics) Samsung Electronics maintained its leading position in the DRAM market for two consecutive quarters. This is interpreted as the result of significantly increasing production capacity in response to the memory shortage triggered by b

DRAM market Memory chip Semiconductor industry Storage memory Samsung Electronics SK hynix HBM market DDR5

DRAM surges as Micron earnings, SK Hynix U.S. listing plans boost AI memory trade (DRAM:BATS) - Seeking Alpha

0.92

seekingalpha.com 2026-06-25 Seeking Alpha

__fail__

Samsung Defends DRAM, NAND Lead; SK hynix Holds 58% of HBM - Seoul Economic Daily

0.92

en.sedaily.com 2026-06-25 Seoul Economic Daily

403 ERROR The request could not be satisfied. Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner. If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documenta

DRAM market NAND flash Semiconductor storage Memory chips Samsung Electronics SK hynix HBM memory Semiconductor competition

Baird raises Micron stock price target to $1,280 on DRAM outlook - Investing.com

0.92

www.investing.com 2026-06-25 Investing.com

This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u

Micron Technology DRAM Semiconductor Industry Stock Price Target Investment Analysis Memory Market Semiconductor Investment Chip Design

Q3 memory prices rose more than expected, and HBM profitability is projected to catch up with that of standard DRAM next year; Nomura has repeatedly raised its target prices for SK Hynix and Samsung. - 富途牛牛

0.9

news.futunn.com 2026-06-25 富途牛牛

__fail__

Samsung widens DRAM, NAND lead as SK hynix dominates HBM in South Korea - CHOSUNBIZ - Chosunbiz

0.92

biz.chosun.com 2026-06-25 Chosunbiz

By Jeong Du-yong Published 2026.06.25. 12:34 Global DRAM market share trend. /Courtesy of Counterpoint Research In the global memory market, Samsung Electronics kept the No. 1 spot in DRAM and NAND flash. SK hynix maintained the lead in the high bandwidth memory (HBM) market with a majority share. Chinese companies increased their shares in DRAM and NAND, speeding up the chase. According to mem

DRAM market NAND flash HBM memory Semiconductor industry Samsung Electronics SK hynix Memory market trends AI servers

Commentary: Micron turns AI memory crunch into a buyback story

0.92

digitimes.com 2026-06-25

Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.

Micron Technology AI memory DRAM demand NAND flash HBM memory Free cash flow Shareholder returns Semiconductor industry

Qualcomm’s HBC Stacks Compute Beneath DRAM To Smash The AI Memory Wall, Claiming 6x The Bandwidth Per Watt Of HBM - Wccftech

0.92

wccftech.com 2026-06-25 Wccftech

Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall. At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted

Qualcomm AI Data Center Memory Wall HBC LPDDR 3D Integration Bandwidth Per Watt AI Accelerator

SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report - Yahoo Finance

0.92

finance.yahoo.com 2026-06-24 Yahoo Finance

SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report · Stocktwits Yuvraj Malik Wed, June 24, 2026 at 3:03 AM PDT 2 min read 000660.KS +0.98% MU -1.12% Trade MU on Coinbase Trading disclosure SK Hynix will issue 17.79 million new shares to back a Nasdaq listing of ADRs on July 10. DR

Semiconductor Industry DRAM Memory Chips SK Hynix Nasdaq Listing Chip Manufacturing Memory Market US Capital Markets Semiconductor Investment

"Semiconductor & Memory Stocks" Plunge Globally! Is This a Buying Opportunity or a Warning Sign? ~ Record $2 Billion Flows into DRAM - Moomoo

0.95

www.moomoo.com 2026-06-24 Moomoo

__fail__

SK Hynix reportedly eases HBM4 push as commodity DRAM margins surge

0.92

digitimes.com 2026-06-24

SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.

Samsung pushes memory supply deals as demand spreads beyond HBM

0.92

digitimes.com 2026-06-24

Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.

JEDEC approves SPHBM4 standard to broaden HBM4 packaging and boost glass substrate prospects

0.92

digitimes.com 2026-06-24

JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.

Semiconductor News & Analysis Feed