Semiconductor News & Analysis Feed
20 articles
2026-10-15
2026-10-13
2026-09-30
www.telecompaper.com
2026-09-30
2026-09-26
2026-09-23
news.futunn.com
2026-09-23
2026-09-11
news.google.com
2026-09-11
2026-09-11
www.chosun.com
2026-09-11
Chinese AI chip prices have surged amid tightening supply of high-bandwidth memory (HBM), a critical component for AI accelerators. Major players like Huawei have raised prices for their AI chips, with the upcoming Ascend 950DT now priced above 250,000 RMB per unit—a 60% increase over three months.
2026-09-10
finance.biggo.com
2026-09-10
2026-09-07
www.tradingkey.com
2026-09-07
2026-08-31
www.expreview.com
2026-08-31
2026-08-31
news.google.com
2026-08-31
2026-08-31
news.google.com
2026-08-31
2026-08-12
simplywall.st
2026-08-12
Micron Technology has emphasized that AI-driven demand is expected to keep high-bandwidth memory (HBM) and DRAM supplies tight through at least 2027, despite reporting record revenue and margin expansion. The company is adapting its business model through long-term take-or-pay agreements and a plann
2026-08-12
www.digitaltoday.co.kr
2026-08-12
As demand for memory in AI servers surges, supply constraints on high-bandwidth memory (HBM) are pushing the industry to shift focus from bandwidth expansion to resource utilization. Currently, only 50-60% of installed memory in AI servers is actively used for computation, with the rest remaining fi
2026-08-07
news.google.com
2026-08-07
2026-08-07
2026-08-04
finance.biggo.com
2026-08-04
2026-07-06
news.google.com
2026-07-06
2026-06-25
mezha.net
2026-06-25
Micron Technology has forecast stronger-than-expected quarterly revenue, driven by surging demand for high-bandwidth memory (HBM) fueled by generative artificial intelligence (AI). The company's fourth-quarter revenue is projected at around $50 billion, significantly exceeding analyst estimates of $
2026-06-21
www.techinasia.com
2026-06-21
Samsung Electronics is reviewing its long-term high-bandwidth memory (HBM) supply agreements, highlighting the complexity and dynamism of the semiconductor supply chain. HBM, a critical storage technology for high-performance computing and AI applications, plays a pivotal role in the entire industry