Semiconductor News & Analysis Feed
20 articles
2026-09-29
news.google.com
2026-09-29
2026-09-22
2026-09-18
2026-09-12
www.igorslab.de
2026-09-12
2026-09-12
finance.yahoo.com
2026-09-12
The rapid advancement of artificial intelligence has made high-bandwidth memory (HBM) a critical bottleneck in the AI chip market. Recent reports indicate that Chinese AI chipmakers like Huawei and Cambricon have raised prices for accelerators due to increasing scarcity of HBM, with price hikes rang
2026-09-12
news.google.com
2026-09-12
2026-09-11
www.varindia.com
2026-09-11
2026-09-11
www.fxleaders.com
2026-09-11
Micron is benefiting from a global shortage of high-bandwidth memory (HBM), which has driven up demand for advanced DRAM and AI infrastructure components. The company's strong financial performance, with Q3 revenue reaching $41.46 billion and gross margins at 84.9%, underscores its dominant position
2026-09-11
news.google.com
2026-09-11
2026-09-10
www.globalsources.com
2026-09-10
2026-09-10
news.google.com
2026-09-10
2026-09-10
news.google.com
2026-09-10
2026-09-10
news.google.com
2026-09-10
2026-09-10
www.digitimes.com
2026-09-10
2026-09-10
www.investing.com
2026-09-10
2026-09-10
stratnewsglobal.com
2026-09-10
2026-09-10
2026-08-28
finance.biggo.com
2026-08-28
2026-08-11
www.kucoin.com
2026-08-11
This article explores how storage technologies are evolving in the era of AI agents, fundamentally reshaping data processing paradigms. As AI agents transition from single model invocations to continuous operating systems, their data handling becomes increasingly complex, involving observation, reas
2026-08-07
news.google.com
2026-08-07