Semiconductor News & Analysis Feed

SK Hynix has re-entered the spotlight following its board's approval of a share repurchase plan, coinciding with back-to-back investor presentations in Seoul hosted by J.P. Morgan and Nomura. Despite a sharp 144.17% year-to-date stock price gain, the company has seen recent pullbacks, with a 29.15%

The semiconductor industry is witnessing a significant shift as artificial intelligence transforms memory chips from a volatile commodity into critical infrastructure. Memory revenue is projected to reach 54% of the global semiconductor market by 2026, up from 27% in 2025, driven by massive demand f

Memory is projected to account for 54% of the global semiconductor market in 2026, reaching $837.3 billion out of a total $1.56 trillion industry. This surge is primarily driven by artificial intelligence (AI), which has transformed memory from a commoditized sector into a critical infrastructure co

In October 2020, Intel agreed to sell its NAND memory and storage business to SK Hynix for $9 billion, with the final closing completed in March 2025. This move marked a strategic shift by Intel from traditional memory business to focusing on chip manufacturing. However, with the rise of artificial

Intel sold its NAND memory and storage business to SK Hynix for $9 billion in 2020, with the final transaction closing in March 2025. This move marked a strategic pivot by Intel away from commodity memory business toward its foundry operations. However, the rise of AI has dramatically reshaped the m

As artificial intelligence continues to advance, the global supply of memory and storage has come under unprecedented strain. In response, Google has introduced stricter guidelines for how Android applications manage device memory, aiming to ensure smooth performance across a wide range of devices,