Semiconductor News & Analysis Feed
20 articles
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
2026-08-06
www.businesskorea.co.kr
2026-08-06
NVIDIA is reportedly considering lowering specifications for its high-end GPUs amid a shortage of HBM (High Bandwidth Memory), highlighting the severe supply chain challenges facing the semiconductor industry. HBM, a critical component in high-performance computing and AI chips, has become a bottlen
2026-08-05
finance.biggo.com
2026-08-05
Amid soaring costs and supply shortages of High Bandwidth Memory (HBM) affecting AI data centers, Kioxia unveiled its new 'KIOXIA GP1' ultra-fast SSD series at the 'FMS: The Future of Memory and Storage' conference in the U.S. on August 4. The product supports direct GPU access with a random read pe
2026-07-24
en.sedaily.com
2026-07-24
AMD has partnered with Samsung to increase memory capacity in next-generation chips by up to 50%, intensifying the existing shortage of high-bandwidth memory (HBM). HBM is a critical component in high-performance computing and AI applications, and its supply constraints are already affecting the bro
2026-07-20
www.digitimes.com
2026-07-20
2026-07-14
news.google.com
2026-07-14
2026-07-13
news.google.com
2026-07-13
2026-07-13
www.theglobeandmail.com
2026-07-13
2026-07-13
finance.yahoo.com
2026-07-13
2026-07-09
www.techtimes.com
2026-07-09
A recent study by RIKEN highlights that the shortage of high-bandwidth memory (HBM) is reshaping the competitive landscape of the artificial intelligence industry, potentially making frontier AI a luxury good by 2030. Due to the complex manufacturing process and limited global production capacity—sh
2026-07-07
www.techtimes.com
2026-07-07
SK Hynix has launched a $28.21 billion Nasdaq listing, marking one of the largest foreign IPOs in U.S. history. The offering gives U.S. investors direct access to the leading supplier of high-bandwidth memory (HBM), a critical component in AI accelerators. HBM's superior bandwidth over traditional D
2026-07-02
www.weex.com
2026-07-02
SK Hynix's future stock performance will be significantly influenced by AI-driven memory demand growth and structural HBM (High Bandwidth Memory) shortages. As artificial intelligence technology rapidly advances, demand for high-performance memory continues to surge, with HBM serving as a critical c
2026-07-01
wccftech.com
2026-07-01
AMD's launch of the Versal Gen 2, its first System-on-Chip (SoC) with on-package memory, addresses the ongoing global DRAM shortage and soaring HBM prices. The chip integrates up to 32GB of LPDDR5X memory, delivering up to 288GB/s bandwidth while reducing board footprint by 60%. It offers a 10x comp
2026-06-30
www.tradingkey.com
2026-06-30
Cerebras Systems shares surged over 19% following a strategic stake increase by Cathie Wood’s Ark Invest, despite a 40% post-IPO decline driven by margin concerns and negative guidance. Analysts from Morgan Stanley, UBS, and Citi maintain 'Buy' ratings, citing the company's wafer-scale architecture
2026-06-29
www.techtimes.com
2026-06-29
As China's artificial intelligence computing race accelerates, Lenovo's AI server backlog has surged to $21 billion, highlighting a global surge in demand for AI infrastructure. However, this growth is hindered by a critical shortage of high-bandwidth memory (HBM), a key component in AI servers. Len
2026-06-23
www.tradingview.com
2026-06-23
This article highlights key developments in the semiconductor industry, focusing on SK Hynix's supply constraints in high-bandwidth memory (HBM). Driven by surging demand from AI data centers, shortages in HBM3E and HBM4 have tightened overall DRAM supply, leading to year-over-year price increases.
2026-06-08
gagadget.com
2026-06-08
In early June 2026, NVIDIA CEO Jensen Huang visited South Korea and signed multi-year deals with SK Hynix, SK Telecom, Naver, and Doosan Group. These agreements cover memory supply, AI cloud infrastructure, and energy systems. With high-bandwidth memory (HBM) in short supply through 2028–2029, and o
2026-06-02
biz.chosun.com
2026-06-02
At the 2026 Computex in Taipei, SK Group Chairman Chey Tae-won warned that shortages in high-bandwidth memory (HBM) and other memory products will persist through 2030, driven by the rapid expansion of artificial intelligence (AI). He emphasized that AI data centers, AI factories, and AI PCs are sig