Semiconductor News & Analysis Feed
20 articles
2026-09-29
finance.yahoo.com
2026-09-29
2026-09-29
2026-09-18
seekingalpha.com
2026-09-18
2026-09-03
finance.yahoo.com
2026-09-03
The memory market has seen a sharp price surge over the past year, driving up the stock prices of DRAM makers such as Micron Technology and SK Hynix. However, the memory market is notoriously cyclical, prompting investors to question whether this current 'supercycle' is nearing its peak. Unlike hist
2026-09-03
www.fool.com
2026-09-03
Memory prices have surged over the past year, driving strong gains in the stocks of DRAM makers Micron Technology and SK Hynix. However, the memory market is notoriously cyclical, prompting investor concerns about the sustainability of current growth. Unlike historical DRAM supercycles driven by con
2026-09-02
www.techtimes.com
2026-09-02
Micron Technology's Taiwan facilities are facing a potential strike as approximately 10,000 workers demand a share of the profits generated by the AI memory supercycle. These employees produce high-bandwidth memory (HBM), a product that cannot be replicated elsewhere, giving them significant leverag
2026-09-01
news.google.com
2026-09-01
2026-08-19
news.google.com
2026-08-19
2026-08-11
seekingalpha.com
2026-08-11
2026-08-05
2026-08-05
2026-07-30
seekingalpha.com
2026-07-30
2026-07-16
2026-07-15
www.investing.com
2026-07-15
2026-07-09
seekingalpha.com
2026-07-09
Micron Technology is rated a strong buy due to robust AI memory demand, supply constraints, and exceptional Q3 results. The company's Q3 revenue surged nearly 75% to $41.5 billion, with gross margins expanding to 85% and operating margins reaching 81%, reflecting strong pricing power. Guidance point
2026-07-07
247wallst.com
2026-07-07
SK Hynix's $29 billion IPO places the memory supercycle under significant test. As a leading memory chip manufacturer, SK Hynix's massive listing reflects market confidence in the semiconductor industry while testing current memory market dynamics. The memory supercycle, characterized by cyclical pr
2026-07-07
finance.yahoo.com
2026-07-07
SK Hynix's $29 billion ADR offering is being viewed as a real-time test of whether the memory market is in a long-term supercycle or merely a temporary boom. While demand for memory chips remains robust, driven by AI and data center growth, analysts note that cyclical risks—such as memory compressio
2026-07-06
news.google.com
2026-07-06
2026-07-05
news.google.com
2026-07-05
2026-06-30
seekingalpha.com
2026-06-30