Semiconductor News & Analysis Feed
1343 articles
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
__fail__
2026-07-01
www.techbuzz.ai
2026-07-01
The Tech Buzz
Micron Technology CEO Sanjay Mehrotra just dropped a truth bomb about why the memory chip industry can't keep up with AI demand. Years of customers squeezing suppliers on price left chipmakers chronically underinvested in new capacity, he revealed in remarks to CNBC. The admission comes as memory prices surge and tech giants scramble for high-bandwidth memory chips essential for AI data centers.
2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Micron
CEO Sanjay Mehrotra said Tuesday that memory chipmakers aren’t the only ones to blame for the current supply-and-demand imbalance, which has recently led to price hikes for smartphones, computers and other consumer electronics.
Customers who drove a hard bargain in pricing in recent years also contributed to the squeeze, Mehrotra argued, suggesting that left the industry underinvested for
2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
amd
versal
memory on package
lpddr5x
AMD Introduces Versal Gen 2 Memory-on-Package SoC
6 sources
|
June 30, 2026
|
By LDS Team
7.0
Relevance Score
Photo: cdn.wccftech.com · rights & takedowns
QUICK SUMMARY
Hide
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoC family, integrating up to 32 GB of LPDDR5X on-package memory with up to 288 GB/s of bandwidth, accordin
2026-07-01
wccftech.com
2026-07-01
Wccftech
AMD is releasing its first-ever SoCs with an on-package memory solution, the Versal Gen 2, which offers 10x compute uplift.
[Editor's Note] The release of Versal Gen 2 marks the first SoC from AMD to feature an on-package memory solution. Compared to Versal Gen 1, the move to LPDDR5X memory comes at a time when the entire tech industry is facing DRAM shortages, and with the prices of HBM products
2026-07-01
beth-kindig.medium.com
2026-07-01
Beth Kindig – Medium
Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
Beth Kindig
Follow
17 min read
·
Jul 1, 2026
Press enter or click to view image in full size
This article was originally published on I/O Fund on June 26, 2026
In less than a year’s time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective.
M
2026-07-01
www.barchart.com
2026-07-01
Barchart.com
Engineer holding computer microchip by LIGHTFIELD STUDIOS via Adobe Stock
A class-action lawsuit filed on June 25 in a U.S. court has named Micron Technology (MU), Samsung Electronics, and SK Hynix in an anti-trust case over alleged DRAM price fixing. The claim is that these three companies, which control most of the global DRAM market, cut back production of older DDR3 and DDR4 chips while shif
2026-07-01
www.techtimes.com
2026-07-01
Tech Times
By Allen Lee
Published: Jun 30 2026, 4:16 PM EDT
Share on Facebook
Share on Twitter
Share on LinkedIn
Share on Reddit
Share on Flipboard
Share on Pocket
SEMICONDUCTOR.SAMSUNG.COM
Samsung Electronics has filed a patent aimed at the reliability problems that crop up as high-bandwidth memory (HBM) stacks grow taller — reworking the "dummy die" that caps the stack to improve yield and stability ahea
2026-07-01
www.techtimes.com
2026-07-01
Tech Times
By Allen Lee
Published: Jun 30 2026, 4:12 PM EDT
Share on Facebook
Share on Twitter
Share on LinkedIn
Share on Reddit
Share on Flipboard
Share on Pocket
This illustration photo shows a stick of RAM (random-access memory) resting on an open laptop in Los Angeles, February 4, 2022. CHRIS DELMAS/GETTY IMAGES
A group of U.S. consumers and small businesses has filed an antitrust class-action lawsuit
2026-07-01
morethanmoore.substack.com
2026-07-01
More Than Moore
Discover more from More Than Moore
The latest in semiconductors: silicon, AI, processors, market trends.
Over 12,000 subscribers
Subscribe
By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy.
Already have an account? Sign in
Q&A with Micron’s VP and GM of Memory
The Opportunity and Demand of DRAM + HBM
DR. IAN CUTRESS
JUL 01, 2026
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Faces Antitrust Lawsuit Over AI Memory Production Cuts
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Share
Copy Link
A civil antitrust lawsuit has been filed against Micron Technology, Samsung, and SK hynix alleging coordinated memory production cuts during the AI-driven chip shortage.
The case claims the companies restricted supply
2026-07-01
idahobusinessreview.com
2026-07-01
Idaho Business Review
idahobusinessreview.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a179bd618a5e0626
Performance and Security by Cloudflare
Privacy
2026-06-30
www.pcmag.com
2026-06-30
PCMag
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
www.pcmag.com
2026-06-30
PCMag UK
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
www.barrons.com
2026-06-30
Barron's
__fail__
2026-06-30
www.z2data.com
2026-06-30
Z2Data
Unified risk visibility across parts, suppliers, compliance, and minerals: one integration, one workflow.
Autonomous agents surface risks before they become disruptions.
How AI demand is reshaping memory parts, availability, and pricing
DRAM prices jumped 172% year-over-year by Q3 2025 as AI data centers drove insatiable demand for high-bandwidth memory. Z2 examines the forces behind the squeez
2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
403 ERROR
The request could not be satisfied.
Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.
If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documenta
2026-06-30
futurumgroup.com
2026-06-30
The Futurum Group
This website or its third-party tools process personal data. You can opt out of the sale of your personal information by clicking on the “Do Not Sell or Share My Personal Information” link.
Get organization-wide instant access to market sizing and decision-maker data in a self-serve subscription model with analyst support.
Make smarter decisions with agile analyst insight and amplify your story