Semiconductor News & Analysis Feed
20 articles
2026-08-26
www.bloomberg.com
2026-08-26
2026-08-26
finance.yahoo.com
2026-08-26
2026-08-25
www.gasworld.com
2026-08-25
2026-08-24
seekingalpha.com
2026-08-24
2026-08-24
www.theinvestor.co.kr
2026-08-24
As artificial intelligence continues to advance, rising prices for NVIDIA-based AI server systems are boosting the bargaining power of memory chip suppliers, particularly Samsung Electronics and SK Hynix. Bloomberg reported that server manufacturers have informed major data center customers, includi
2026-08-24
www.koreaherald.com
2026-08-24
2026-08-20
www.moomoo.com
2026-08-20
2026-08-20
2026-08-19
www.benzinga.com
2026-08-19
2026-08-17
2026-08-17
finance.yahoo.com
2026-08-17
2026-08-17
seekingalpha.com
2026-08-17
2026-08-12
www.networkworld.com
2026-08-12
NVIDIA has partnered with six major financial firms to launch a $500 billion AI investment fund aimed at accelerating the development of AI infrastructure. While the initiative could help expand chip production capacity, analysts warn it may exacerbate current chip shortages and increase enterprise
2026-08-11
tspasemiconductor.substack.com
2026-08-11
2026-08-11
finimize.com
2026-08-11
Micron's high-bandwidth memory (HBM) pricing power is demonstrating durability, a significant development for the semiconductor memory industry. HBM, as a core component for high-performance computing and AI applications, faces growing demand, while Micron leverages its technological advantages and
2026-08-11
news.google.com
2026-08-11
2026-08-10
news.google.com
2026-08-10
2026-08-09
news.google.com
2026-08-09
2026-08-08
tomshardware.com
2026-08-08
Software performance expert Daniel Lemire recently noted that memory prices have risen to levels last seen in 2007 due to surging demand for high-bandwidth memory (HBM) driven by the AI boom—a phenomenon he describes as a historical anomaly. While memory prices had been declining exponentially for d
2026-08-07