Semiconductor News & Analysis Feed
186 articles
2026-07-06
digitimes.com
2026-07-06
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co
2026-07-05
news.google.com
2026-07-05
The Motley Fool
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
2026-07-04
www.zacks.com
2026-07-04
Zacks Investment Research
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
2026-07-03
www.tradingview.com
2026-07-03
TradingView
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
2026-07-02
news.google.com
2026-07-02
TradingView
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
www.ad-hoc-news.de
2026-07-02
AD HOC NEWS
2026-06-30
news.google.com
2026-06-30
Business Recorder
2026-06-30
www.bitget.com
2026-06-30
Bitget
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-29
www.ndtvprofit.com
2026-06-29
NDTV Profit
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2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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美光财报碾压预期，更凭千亿美元长单锁定AI内存超级周期。但暴涨后的大跌揭示了市场隐忧：极致定价下，利好即出尽。这千亿订单虽焊死了利润下限，却也给AI牛市的估值天花板戴上了紧箍咒。
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