Semiconductor News & Analysis Feed
44 articles
2026-07-09
seekingalpha.com
2026-07-09
Seeking Alpha
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-06
eetimes.com
2026-07-06
Here is how the Japanese chipmaker is cashing in on NAND flash demand in data center SSDs.
2026-07-06
digitimes.com
2026-07-06
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.
2026-07-03
digitimes.com
2026-07-03
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has delivered one of the most extraordinary first halves in semiconductor history, with shares up 301.46% year to date through June 29, 2026. After a run like that, the question is whether anything is left in the tank.
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My 24/7 Wall St. price target for Micron is $1,013.82, implying -11.48% downside from $1,145.28. Combined with extr
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-25
digitimes.com
2026-06-25
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.
2026-06-25
digitimes.com
2026-06-25
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.
2026-06-25
kalkinemedia.com
2026-06-25
Kalkine Media
Why Micron (NASDAQ:MU) Became The Chip Market’s Flashpoint?
NASDAQ COMPOSITE
MRVL
SNDK
MU
NVDA
6 min read | June 24, 2026 10:06 AM PDT | By Anmol Khazanchi
Google News:
Image source: Shutterstock
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2026-06-23
developer.nvidia.com
2026-06-23
NVIDIA Developer
As AI systems move from single-turn interactions to coordinated multiagent workflows, low-latency inference becomes increasingly important. Autoregressive LLMs generate tokens sequentially, which can limit GPU utilization and constrain throughput in latency-sensitive serving scenarios.
Speculative decoding helps mitigate this bottleneck by using a lightweight model to draft future tokens, which t
2026-06-22
embeddedcomputing.com
2026-06-22
Embedded Computing Design
Floadia Introduces G1 Automotive eFlash IP on TSMC 180BCD Gen3 for Cutting Edge Vehicle Electronics
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By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 22, 2026
NEWS
Image Credit: Floadia
Floadia Corporation released its latest automotive eFlash IP, G1, leveraging TSMC's 180BCD Gen3 process platform. The solution is designed to meet the rigorous reliab
2026-06-22
digitimes.com
2026-06-22
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing initial public offerings (IPOs) to fund future capacity growth and technology upgrades. South Korean industry players are paying particularly close attention to YMTC, which focuses on NAND Flash and is closing in
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-18
news.google.com
2026-06-18
simplywall.st
2026-06-18
digitimes.com
2026-06-18
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin platform prepares for volume shipments in the second half of 2026. Industry sources said Winbond will align NOR flash shipments with customer rollout schedules and is expected to win a major share on the Vera Rubin pla
2026-06-16
www.moomoo.com
2026-06-16
Moomoo
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2026-06-16
news.futunn.com
2026-06-16
富途牛牛
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