Semiconductor News & Analysis Feed
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Gamers and enthusiasts just can’t catch a break from the memory chip shortage.
2026-06-25
www.coindesk.com
2026-06-25
CoinDesk
Computer memory chipmaker Micron Technology (MU) delivered blowout Q3 earnings on Wednesday, lifting the entire AI memory sector, AI-related stocks and even giving crypto a slight boost.
Bitcoin
BTC
$61,270.96
climbed back above $60,000 after markets closed, but bullish AI sentiment will ultimately pull more liquidity away from crypto.
Micron shares surged 16% in premarket trading on Thursday
2026-06-25
eetimes.com
2026-06-25
IBM unveils 0.7-nm nanostack chips promising 100 billion transistors, denser SRAM, and production within five years.
2026-06-25
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2026-06-25
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2026-06-25
www.gamesindustry.biz
2026-06-25
GamesIndustry.biz
Home News
Micron says chip shortage will "improve gradually" in 2028
But CEO Sanjay Mehrotra admits he doesn't know when memory supply will catch up with increased demand
Image credit: Marta Branco
News by Alex Forbes-Calvin Contributor
Published on June 25, 2026
The CEO of chip giant Micron, Sanjay Mehrotra, has said that the AI-fueled global RAM and NAND shortage will continue through 2027 a
2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
Financial Times
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2026-06-25
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2026-06-25
inc.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Tech stocks surge as Micron earnings ease AI fears, oil falls further
By Alun John and Ankur Banerjee
Thu, June 25, 2026 at 5:47 AM PDT 3 min read
MU
-0.31%
QCOM
-3.29%
^NDX
-0.43%
DX-Y.NYB
-0.08%
^IXIC
-0.43%
Explore stocks on Coinbase
Trading disclosure
By Alun John and Ankur Banerjee
LONDON/SINGAPORE, June 25 (Reuters) - Stocks surged on Thursday after strong earnings and forecasts from chipm
2026-06-25
www.barrons.com
2026-06-25
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-25
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2026-06-25
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2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro amid global memory chip shortage
AI-driven demand for memory chips is pushing component costs up by as much as 75%, and Tim Cook says absorbing those increase
2026-06-25
www.barrons.com
2026-06-25
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2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
Can engineers trust AI to get everything right in semiconductor design and verification?
Semiconductor Engineering sat down to discuss the pros and cons of using agentic AI in chip design and verification, with Cindy Cui, vice president of global customer success at ChipAgents; Wally Rhines, CEO of Silvaco; Shelly Henry, CEO of Moores Lab AI; Dave Kelf, CEO of Breker Verification Systems; Vince W
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
A fine-tuned model brings frontier-level AI performance to chip design.
By Tanay Biradar, Surya Gunukula, Tengxiao Liu, and Kexun Zhang
ChipAgents has introduced Renoir, an agentic large language model (LLM) whose name means “renew.” In early chip design benchmarks, Renoir outperforms the base model it was trained on and cuts costs by more than half. Furthermore, it can run entirely on-premises,
2026-06-25
www.scmp.com
2026-06-25
South China Morning Post
Semiconductors
TechTech War
US chip giant Micron validates growth of China’s CXMT and YMTC amid tight memory market
The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders
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Alibaba chip unit T-Head triples capital amid AI hardware bet
China’s JCET to build