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NVIDIA52 TSMC28 AMD18 Intel15 SK Hynix11 Microsoft11 Micron Technology10 Samsung10 Micron10 Samsung Electronics9 Meta Platforms8 Applied Materials8 Apple8 Synopsys7 ASML6
Trending Technologies
EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-18
SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race
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digitimes.com 2026-05-18
SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers to move faster on long-term capacity plans.
2026-05-17
Samsung Plans To Transform Your Smartphone & Tablet Into On-Device AI Powerhouses With High-Bandwidth Memory Chips Using Complex Packaging - Wccftech
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wccftech.com 2026-05-17 Wccftech
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2026-05-17
Micron's AI Memory Thesis Strengthens on Two Fronts: A $168B HBM Market and a 256GB DDR5 Milestone, - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-17
SK Hynix Locks Up 2026 HBM Capacity and Snares 200 Samsung Engineers in AI Memory Blitz - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-17
NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply - Wccftech
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wccftech.com 2026-05-17 Wccftech
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2026-05-17
Micron Ships Next-Gen 256GB DDR5 Modules While a 9% Stock Correction Tests the AI Memory Thesis - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-17
A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom - Fortune
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fortune.com 2026-05-17 Fortune
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2026-05-17
Omdia sees sharp semiconductor revenue growth on memory pricing - MSN
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www.msn.com 2026-05-17 MSN
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2026-05-17
Micron’s AI Memory Boom Demands $25 Billion Capex as HBM Sells Out and Technical Signals Flash Cau - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-17
Taiwan chipmakers quietly fill gaps left by Korea's HBM push
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digitimes.com 2026-05-17
Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology is now rippling into legacy memory, packaging, and testing.
2026-05-17
Micron Refocuses On Global AI Memory As China Data Center Sales End - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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2026-05-16
First Apple M5 memory exploit discovered using Anthropic AI, gives root access on MacOS
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tomshardware.com 2026-05-16 Bruno Ferreira
Apple M5 architecture gets its first privilege escalation exploit
Apple M5 chipMemory Integrity EnforcementAI-assisted security researchLocal privilege escalationMacOS securityZero-day vulnerabilityAnthropic AIMemory tagging
2026-05-16
Micron's AI Memory Coup Meets a Wall of Profit-Taking: HBM Sold Out Through 2026, But Stock Tumbles - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS
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2026-05-16
China's memory push accelerates as YMTC and CXMT expand DRAM ambitions
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digitimes.com 2026-05-16
China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.
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
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
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
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
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