Semiconductor News & Analysis Feed
82 articles
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-29
digitimes.com
2026-05-29
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-27
digitimes.com
2026-05-27
First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-26
penangtoday.my
2026-05-26
PenangToday
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2026-05-26
digitimes.com
2026-05-26
Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks.
2026-05-25
www.thelec.net
2026-05-25
thelec.net
Micron's sixth-generation high bandwidth memory (HBM4) production ramp-up is progressing smoothly. (Photo: Micron)
Micron Technology's ramp-up of sixth-generation high bandwidth memory (HBM4) production capacity is progressing smoothly. The company also plans to begin mass production of next-generation HBM4E standard products next year.
Manish Bhatia, executive vice president of global operation
2026-05-25
www.techtimes.com
2026-05-25
Tech Times
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2026-05-23
uk.finance.yahoo.com
2026-05-23
Yahoo Finance UK
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2026-05-23
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2026-05-23
TradingView
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2026-05-23
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2026-05-23
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AMD's Zen 6-based 'V
2026-05-23
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2026-05-23
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2026-05-23
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2026-05-23
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2026-05-22
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General Investing
Micron HBM4 Is Ramping Twice as Fast as Expected. Here’s What That Means for Investors
Wiltone Asuncion
•
8 minute read
Reviewed by:
David Hanson
Last updated May 22, 2026
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Key Stats for Micron Technology Stock
Current Price: $762.10
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2026-05-22
marklapedus.substack.com
2026-05-22
Semiecosystem
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2026-05-22
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2026-05-22
TradingView
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2026-05-21
wccftech.com
2026-05-21
Wccftech
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2026-05-21
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2026-05-21
HotHardware
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