Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

1467 articles
Trending Companies
NVIDIA177 SK Hynix84 Micron Technology70 TSMC59 Samsung49 Micron47 Samsung Electronics42 Intel29 AMD26 Apple26 SK hynix22 Synopsys22 Broadcom19 Microsoft19 Anthropic16
Trending Technologies
EUV153 3nm137 HBM62 DRAM59 AI54 AI chips46 memory chips39 GPU37 semiconductor21 NAND flash16 memory13 AI accelerators12 HBM412 AI chip11 AI infrastructure11
2026-05-09
Micron’s AI memory rally is still running hot - MSN
0.85
www.msn.com 2026-05-09 MSN
__fail__
2026-05-08
Micron’s AI memory rally is still running hot - AOL.com
0.92
www.aol.com 2026-05-08 AOL.com
__fail__
2026-05-08
Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case - 24/7 Wall St.
0.9
247wallst.com 2026-05-08 24/7 Wall St.
__fail__
2026-05-08
Micron’s AI memory rally is still running hot - AOL.com
0.85
www.aol.com 2026-05-08 AOL.com
__fail__
2026-05-08
Micron’s AI memory rally is still running hot - Yahoo! Finance Canada
0.88
ca.finance.yahoo.com 2026-05-08 Yahoo! Finance Canada
__fail__
2026-05-08
HBM and DRAM/NAND memory production capacity risks have been temporarily alleviated! Samsung's labor-management dispute enters mediation process. - 富途牛牛
0.85
news.futunn.com 2026-05-08 富途牛牛
访问频繁，请稍后重试您所要访问的页面不在这儿，它可能正忙着刷牛牛圈，稍后就能恢复正常返回主页
Semiconductor memoryHBM memoryDRAM memoryNAND flashSamsung ElectronicsSemiconductor capacityMemory marketSupply chain risk
2026-05-08
SK hynix customers offer to buy its EUV machines and fund new fabs as memory capacity hits zero amid crushing AI-driven shortages — worsening global shortages pry open wallets to the tune of hundreds of millions of dollars - Tom's Hardware
0.93
www.tomshardware.com 2026-05-08 Tom's Hardware
__fail__
2026-05-08
Nintendo Increases Switch 2 Prices Amid Global Memory Chip Shortage - readers.id
0.92
www.readers.id 2026-05-08 readers.id
__fail__
2026-05-08
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race - digitimes
0.92
www.digitimes.com 2026-05-08 digitimes
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now
Semiconductor IndustryAI ChipsMemory MarketSK HynixTSMCNVIDIAEUV LithographyChip Manufacturing
2026-05-08
SK Hynix Can't Build AI Memory Chips Fast Enough — And Big Tech Is Reportedly Lining Up To Fund It - Benzinga
0.9
www.benzinga.com 2026-05-08 Benzinga
__fail__
2026-05-08
Geopolitics Is Rewriting Memory Sourcing
0.92
eetimes.com 2026-05-08 Marco Mezger
Geopolitical tensions are rewriting memory sourcing—ditch old habits and future-proof your supply chain to avoid costly disruption.
Memory Supply ChainGeopoliticsDRAMNAND FlashSemiconductor Supply ChainUS-China RelationsMemory SourcingSupply Chain Resilience
2026-05-08
Micron: I Finally Get It - The Market Still Underestimates The AI Memory Supercycle (MU) - Seeking Alpha
0.95
seekingalpha.com 2026-05-08 Seeking Alpha
__fail__
2026-05-07
This PCIe AI Accelerator Card Can Run 700B LLMs Locally With 384 GB Memory at Just 240W, Less Than Half The Power of RTX PRO 6000 Blackwell - Wccftech
0.9
wccftech.com 2026-05-07 Wccftech
__fail__
2026-05-07
Memory Chip Market Poised to Surge to US$ 579.7 Billion by 2033 - openPR.com
0.95
www.openpr.com 2026-05-07 openPR.com
__fail__
2026-05-07
Micron Stock Forecast: Can the AI Memory Super-Cycle Drive MU to $3,000 by 2030? - TradingKey
0.9
www.tradingkey.com 2026-05-07 TradingKey
__fail__
2026-05-07
Micron Technology (MU) Is Up 28.6% After Launching 245TB SSD Amid AI-Driven Memory Tightness - Yahoo Finance
0.95
finance.yahoo.com 2026-05-07 Yahoo Finance
__fail__
2026-05-07
Top Mizuho Analyst Lifts Micron Stock (MU) Price Target, Says ‘Agentic AI Driving Memory Demand Higher’ - TipRanks
0.85
www.tipranks.com 2026-05-07 TipRanks
__fail__
2026-05-06
United States High Bandwidth Memory (HBM) Market Set to Reach USD - openPR.com
0.8
www.openpr.com 2026-05-06 openPR.com
__fail__
2026-05-06
Micron and Sandisk stocks are surging again this week: 2 reasons why memory chip makers are on the rise - Fast Company
0.9
www.fastcompany.com 2026-05-06 Fast Company
__fail__
2026-05-06
Electronics price hike due to global memory chip shortage 'may just be the new normal' - MSN
0.9
www.msn.com 2026-05-06 MSN
__fail__