Semiconductor News & Analysis Feed
246 articles
2026-06-23
newsletter.semianalysis.com
2026-06-23
SemiAnalysis
China’s CXMT Is Set to Challenge DRAM Incumbents
CXMT IPO, SK Hynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs
RAY WANG, MYRON XIE, DYLAN PATEL, AND 3 OTHERS
JUN 23, 2026
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We were the first to describe the memory shortage coming from AI’s insatiable usage in reasoning and agentic flows in late 2024 on the newsletter. We have since p
2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
twaslnews1.twaslnews.com
2026-06-23
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AI boom and HBM demand to boost Micron’s DRAM revenues in Q3 | FXStreet
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abdulrahman
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منذ 18 ساعة
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Key takeaways
Micron Technology, Inc. price and EPS surprise
HBM and AI adoption create a major tailwind for MU’s DRAM
Strategic partnerships strengthen Micron’s AI position
Key takeaways
Micron is set to report Q3 fiscal 2026 results, with DRAM expected
2026-06-23
stocktwits.com
2026-06-23
Stocktwits
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback · Stocktwits
Yuvraj Malik
Tue, June 23, 2026 at 2:15 AM PDT 2 min read
MU
-13.18%
000660.KS
+0.98%
005930.KS
+9.84%
SNDK
-13.64%
STX
-5.07%
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2026-06-23
www.fxstreet.com
2026-06-23
FXStreet
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2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
SK Hynix slows HBM4 production to boost DRAM profits
The world's leading HBM supplier is pumping the brakes on next-gen memory chips to chase fatter margins in conventional DRAM
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.23. 06:01
Updated 2026.06.23. 10:16
Inside the SK hynix semiconductor plant./Courtesy of SK hynix
SK hynix is putting more weight on targeting the commodity DRAM market while adjusting the pace of expanding mass production of 6th-generation high bandwidth memory (HBM4). With HBM already accounting for more than 40% of revenue and establishing an overwhelming le
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
3 min read
MU
−12.59%
Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by ri
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
Zacks Equity Research
Mon, June 22, 2026 at 6:13 AM PDT 3 min read
MU
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Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, sup
2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-22
stocktwits.com
2026-06-22
Stocktwits
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company
DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company · Stocktwits
Yuvraj Malik
Mon, June 22, 2026 at 2:00 AM PDT 3 min read
000660.KS
-12.47%
005930.KS
-12.31%
WDC
-1.82%
MU
+6.82%
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2026-06-22
www.tradingview.com
2026-06-22
TradingView
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DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company
DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company
2 min read
000660
−12.47%
MU
+6.82%
KEY POINTS:
SK Hynix stock has climbed a whopping 350% this year, compared to the 195% gain in Samsung sto
2026-06-22
www.investing.com
2026-06-22
Investing.com
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