Semiconductor News & Analysis Feed
1367 articles
2026-06-13
www.aol.com
2026-06-13
AOL.com
ASML May Benefit More From the AI Memory War Than TSMC
DR. ROBERT CASTELLANO
Updated Fri, June 12, 2026 at 10:37 PM GMT+8
0
Quick Read
The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix, and Micron into an aggressive EUV technology arms race.
ASML benefits regardless of the HBM winner as MU accelerates EUV system purchases from 1 in 2023 to 8 by 2027.
Act now: the
2026-06-13
digitimes.com
2026-06-13
Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.
2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-13
www.theregister.com
2026-06-13
The Register
SYSTEMS
SK Hynix to boost memory production 3x ... you can wait another 8 years, right?
We're moving as fast as we can, says SK Group chair
Tobias Mann
Systems editor
Published Fri 12 Jun 2026 // 21:05 UTC
Amid the unrelenting demand for AI infrastructure, SK Hynix, the world’s largest supplier of HBM memory used in high-end GPUs, now expects to triple its wafer capacity. You'll just have to w
2026-06-12
www.aol.com
2026-06-12
AOL.com
ASML May Benefit More From the AI Memory War Than TSMC
DR. ROBERT CASTELLANO
Updated Fri, June 12, 2026 at 10:37 PM GMT+8
0
Quick Read
The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix, and Micron into an aggressive EUV technology arms race.
ASML benefits regardless of the HBM winner as MU accelerates EUV system purchases from 1 in 2023 to 8 by 2027.
Act now: the
2026-06-12
ts2.tech
2026-06-12
TechStock²
12 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·NASDAQ:MU·SEMICONDUCTORS·STOCK MARKET·TECHNOLOGY
2 MINS READ
MICRON STOCK NEARS $1,000 AGAIN AS AI MEMORY RALLY FACES JUNE 24 TEST
BY KHADIJA SAEED
New York, June 12, 2026, 08:03 EDT
Micron closed Thursday at $995.87, up 11.66%, after a sharp five-session pullback.
Wall Street remains split between rising memory-price estimates and concern that the
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
www.storyboard18.com
2026-06-12
Storyboard18
Smartphone prices could continue rising well into next year as a worsening shortage of memory chips pushes up manufacturing costs across the industry, according to Nothing co-founder and chief executive Carl Pei.
In a post on X, Pei said memory has become the single most expensive component in modern smartphones, overtaking both processors and displays. In some cases, he noted, memory accounts fo
2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
The current memory crisis means that one of the only real ways to ease the burden on the consumer market and meet the insatiable demand from the AI and data center sectors is for key players to ramp up production of existing and next-gen memory chips. As one of the biggest players in the space, SK hynix is looking to do just that and, in the process, triple its wafer production.2VIEW GALLERY - 2 I
2026-06-12
www.tradingview.com
2026-06-12
TradingView
News
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TradingView
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Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Less than 1 min read
005930
+11.87%
Samsung Electronics (005930) may make the interface chip for Google’s next‑gen Tensor TPU using its 2nm process; TSMC would supply the main compute die. Mass production possible by 2028.
1
Samsung E
2026-06-12
digitimes.com
2026-06-12
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March. Retail prices for some models could rise by as much as CNY1,000 (approx. US$148).
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
2026-06-12
digitimes.com
2026-06-12
ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through an IPO on Shanghai's STAR Market, fueling debate about whether China's push into memory semiconductors can eventually erode the dominance of the industry's established players.
2026-06-12
digitimes.com
2026-06-12
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-12
digitimes.com
2026-06-12
SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead with a broader capacity buildout and moving toward a US listing as early as August.
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-12
digitimes.com
2026-06-12
Samsung Electronics is regaining ground in high-bandwidth memory and foundry services, but advanced packaging remains a weak point in its bid to capture a larger share of the AI chip supply chain, according to industry sources and Korean media reports.
2026-06-12
digitimes.com
2026-06-12
SK Hynix's latest fire at its Cheongju, South Korea, campus has again disrupted operations at a key memory-chip site and prompted evacuations of thousands of workers. The incident adds to a series of recent accidents, raising fresh safety concerns for semiconductor plants worldwide that depend on hazardous gases and chemicals.