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Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

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digitimes.com 2026-07-07

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.

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

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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.

Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

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digitimes.com 2026-07-07

Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.

Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides

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digitimes.com 2026-07-07

As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip

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

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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.

6G base stations to become AI computing nodes, boosting advanced packaging demand

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digitimes.com 2026-07-07

While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.

Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI - The Futurum Group

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futurumgroup.com 2026-07-07 The Futurum Group

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel - 24/7 Wall St.

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247wallst.com 2026-07-07 24/7 Wall St.

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel - Yahoo Finance

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

Micron Breaks Ground on approximately $9.2 Billion HBM Plant in Hiroshima, Japan, Intensifying Global Semiconductor Rivalry - finance.biggo.com

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finance.biggo.com 2026-07-07 finance.biggo.com