Semiconductor News & Analysis Feed

[News] SK hynix Reportedly Removes Price Cap in Memory Long-Term Agreements, Diverging from Micron 2026-07-02 Semiconductors editor News Please note that this article cites information from Green Economy News, Busan Ilbo, ZDNet and Reuters. As Micron announced another major Strategic Customer Agreement (SCA) with General Motors, the structure of global memory makers’ long-term supply agr

__fail__

Employees can be seein in front of Samsung Electronics' Seocho building in Seoul during a global strategy meeting, Tuesday. Yonhap Samsung Electronics discussed ways to expand sales of high-bandwidth memory (HBM) chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday. The world's largest memory chipmaker held its semi

Samsung Electronics' office in Seocho District, Seoul Samsung Electronics Co. discussed ways to expand sales of high-bandwidth memory chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday. The world's largest memory chipmaker held its semiannual global strategy meeting last week to review first-half performance and o

SEOUL, June 21 (Yonhap) -- Samsung Electronics Co. discussed ways to expand sales of high-bandwidth memory (HBM) chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday. The world's largest memory chipmaker held its semiannual global strategy meeting last week to review first-half performance and outline business strate

Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.

QumulusAl, a vertically integrated AI cloud infrastructure company, announced it has secured more than $124 million in customer subscriptions for 3-year terms with Hyperbolic and another leading AI inference platform. These agreements support deployments totaling 1,280 NVIDIA Blackwell GPUs and include nearly $21.9 million in combined upfront customer commitments. The customers operate some of t