Semiconductor News & Analysis Feed
20 articles
2026-08-19
news.google.com
2026-08-19
2026-08-16
www.tradingkey.com
2026-08-16
As artificial intelligence data center construction accelerates, High Bandwidth Memory (HBM) has become a critical component of AI infrastructure. In this supercycle, SK Hynix leads with its first-mover advantage and deep partnerships with key AI chipmakers like NVIDIA, while Micron Technology offer
2026-08-15
news.google.com
2026-08-15
2026-08-05
news.google.com
2026-08-05
2026-08-03
www.investing.com
2026-08-03
2026-08-03
ca.investing.com
2026-08-03
2026-07-23
www.moomoo.com
2026-07-23
2026-07-22
biz.chosun.com
2026-07-22
2026-07-21
www.ad-hoc-news.de
2026-07-21
2026-07-20
2026-07-15
2026-07-15
pulse.mk.co.kr
2026-07-15
2026-07-15
www.indexbox.io
2026-07-15
2026-07-09
www.ad-hoc-news.de
2026-07-09
Micron Technology is undergoing a structural shift as its memory chip strategy increasingly focuses on high-bandwidth memory (HBM) for artificial intelligence (AI). This reallocation has elevated market prices, as wafers previously used for smartphones and laptops are now directed toward AI clusters
2026-07-08
www.ad-hoc-news.de
2026-07-08
Micron Technology is caught in an unusual paradox: its high-bandwidth memory (HBM) chips are sold out through 2026, revenue surged 345%, and it has broken ground on a $9.3 billion factory in Japan. Yet, the stock has dropped 25% from its recent peak, highlighting a disconnect between operational str
2026-06-30
www.indexbox.io
2026-06-30
The global memory packaging market is projected to accelerate growth by 2035, driven primarily by the rapid advancement of artificial intelligence technologies and surging demand for high-bandwidth memory (HBM). This trend reflects profound technological transformation within the semiconductor indus
2026-06-30
sourceability.com
2026-06-30
The surge in demand for high-bandwidth memory (HBM), driven by the rapid expansion of AI infrastructure investments, has significantly impacted the semiconductor supply chain. As memory manufacturers prioritize HBM and other high-end memory solutions, traditional memory products like DRAM and NAND a
2026-06-29
ng.investing.com
2026-06-29
Barclays raised price targets for Samsung Electronics and SK Hynix due to robust demand for High Bandwidth Memory (HBM). This move reflects the semiconductor industry's continued demand for high-performance storage solutions, particularly in AI, data centers, and high-performance computing sectors.
2026-06-29
www.investing.com
2026-06-29
Barclays has raised price targets for Samsung and SK Hynix following strong demand for high-bandwidth memory (HBM), highlighting the semiconductor industry's continued demand for high-performance storage solutions. HBM technology offers higher bandwidth and lower power consumption compared to tradit
2026-06-28
www.ad-hoc-news.de
2026-06-28
KLA Corporation, a key semiconductor equipment supplier and member of the Nasdaq-100, is benefiting from strong demand in high bandwidth memory (HBM) and advanced packaging. Analysts, including Zacks, highlight KLA's positioning in process control tools for leading-edge nodes, which supports increas