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2026-05-16
How The AI Memory Cycle Is Rewriting The Story For Micron Technology (MU) - Yahoo Finance
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finance.yahoo.com 2026-05-16 Yahoo Finance
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2026-05-15
Memory Chips Join AI Bottleneck - StartupHub.ai
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www.startuphub.ai 2026-05-15 StartupHub.ai
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2026-05-15
Will Solid Dragonfly G5 & Atlas G6 Traction Fuel More Upside for ONTO? - The Globe and Mail
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www.theglobeandmail.com 2026-05-15 The Globe and Mail
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2026-05-15
Micron: AI Demand Is Turning Memory Into A Premium Asset (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
Trump poured millions into tech giants seeking China deal, ethics filing shows - South China Morning Post
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www.scmp.com 2026-05-15 South China Morning Post
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2026-05-15
Here are Friday's biggest analyst calls: Nvidia, Alphabet, Dell, Cisco, Netflix, Texas Roadhouse, J.M. Smucker & more - CNBC
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news.google.com 2026-05-15 CNBC
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2026-05-15
SMIC Shuffles Capacity to Meet Higher Power and Analog Chip, and Advanced Packaging AI Demand - Morningstar
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www.morningstar.com 2026-05-15 Morningstar
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2026-05-15
High Bandwidth Memory (HBM) Market Expected to Reach USD 29.65 - openPR.com
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www.openpr.com 2026-05-15 openPR.com
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2026-05-15
These Stocks Are Today’s Movers: Cerebras, Figma, Microsoft, Xanadu, Coinbase, Applied Materials, and More - Barron's
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www.barrons.com 2026-05-15 Barron's
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2026-05-15
Micron (MU) & Sandisk (SNDK) Stocks May Still Be Cheap as ‘High-Bandwidth Memory Can Be Priced Ridiculously High’ - TipRanks
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www.tipranks.com 2026-05-15 TipRanks
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2026-05-15
JP Morgan sees semiconductor sector in 'sweet spot' as inventory levels signal upcycle - Yahoo Finance UK
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uk.finance.yahoo.com 2026-05-15 Yahoo Finance UK
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2026-05-15
Why Intel Is More Like Boeing Than Nvidia or TSMC - Barron's
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www.barrons.com 2026-05-15 Barron's
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2026-05-15
JPMorgan maintains 'Overweight' rating on Infineon - marketscreener.com
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www.marketscreener.com 2026-05-15 marketscreener.com
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2026-05-15
Applied Materials boosts its outlook as AI chipmakers scramble to add more production capacity - SiliconANGLE
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siliconangle.com 2026-05-15 SiliconANGLE
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2026-05-15
Samsung strike risk lifts memory spot prices as supply risks mount
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digitimes.com 2026-05-15
Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South Korea's government pushes management and labor to resume talks ahead of a planned 18-day strike.
2026-05-15
Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry
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digitimes.com 2026-05-15
Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic resource. Etron Chairman Nicky Lu warned that amid global geopolitical shifts, the US and South Korea are highly likely to move toward a deep alliance that could pose a formidable challenge to Taiwan's semiconduc
2026-05-15
SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze
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digitimes.com 2026-05-15
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers (IDMs) pivot capacity toward high-margin AI processors and High Bandwidth Memory (HBM), SMIC has seen a significant influx of orders for standar
2026-05-15
Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion
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digitimes.com 2026-05-15
Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory segments leading the charge.
2026-05-15
Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange
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digitimes.com 2026-05-15
Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese memory module maker has seen a rebound in profit as demand for memory continues to rise.
2026-05-15
A Look At Micron Technology (MU) Valuation As AI Memory Demand Drives Record Results And Long Term HBM Contracts - Yahoo Finance
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finance.yahoo.com 2026-05-15 Yahoo Finance
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