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Semiconductor News & Analysis Feed

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Trending Companies
Nvidia49 NVIDIA46 TSMC21 Microsoft18 GlobalFoundries14 Qualcomm12 AMD9 OpenAI7 Infineon7 Huawei7 Apple7 Intel6
Trending Technologies
AI13 RTX Spark13 Advanced Packaging7 RISC-V7 Terafab5 CoWoS5 AI Agents4 Linux driver4 Physical AI4 SiC4 Omniverse3 Surface Laptop Ultra3
2026-10-07
Seagate, Toshiba reportedly compete for TDK's HDD head unit, a key AI storage link
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digitimes.com 2026-10-07
2026-10-06
CXL-Connected MRAM Address AI Storage Latency
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eetimes.com 2026-10-06
2026-10-05
SNIA SDC 2026: Everspin Demonstrated World’s First CXL-Connected MRAM - StorageNewsletter
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www.storagenewsletter.com 2026-10-05
2026-10-02
NVIDIA DGX Spark 64GB Lands October 23 at $4,999, and Two Units Cluster to 128GB Over ConnectX-7 - StorageReview.com
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www.storagereview.com 2026-10-02
2026-10-02
Amazon and Synopsys ink multi-year billion-dollar deal in multi-year IP agreement to accelerate AI chip design efforts — Synopsys to adopt Amazon Bedrock to deploy AI agents, harnessing AWS compute and storage capabilities - Tom's Hardware
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www.tomshardware.com 2026-10-02
2026-10-02
SK Hynix says Solidigm IPO remains undecided as AI storage demand drives investment
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digitimes.com 2026-10-02
2026-10-01
Micron reveals record memory and storage revenue, says "more than 75%" of 2027 stock is already committed - pcguide.com
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www.pcguide.com 2026-10-01
Micron's fiscal 2026 results mark a structural inflection point in the memory industry rather than a conventional cyclical peak. The 256% revenue surge to $133.2 billion, propelled by AI-infrastructure demand for DRAM and NAND, signals that the traditional memory cycle—historically defined by boom-b
Micron TechnologyMemory ChipsAI DemandDRAMNAND FlashData CenterCapacity CommitmentRevenue Growth
2026-09-29
Winbond to Acquire 100% Equity Interest in Infineon’s NOR Flash and F-RAM Business - StorageNewsletter
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www.storagenewsletter.com 2026-09-29
2026-09-28
Synopsys Certifies A14 EDA Flows With TSMC and Tapes Out 64G UCIe on 2nm and 3nm, With PCIe 7.0 and HBM4 IP... - StorageReview.com
0.95
news.google.com 2026-09-28
2026-09-26
Storage shortages may persist until 2028! UBS Group raised Micron's earnings forecast, expressing optimism about the strong HBM market and increased share buybacks. - news.futunn.com
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news.futunn.com 2026-09-26
2026-09-23
China’s storage makers bet on advanced packaging to climb value chain - South China Morning Post
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www.scmp.com 2026-09-23
2026-09-23
China’s storage makers bet on advanced packaging to climb value chain - South China Morning Post
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www.scmp.com 2026-09-23
2026-09-23
China’s storage makers bet on advanced packaging to climb value chain - South China Morning Post
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www.scmp.com 2026-09-23
2026-09-23
China's Biwin Storage Plows 4.5 Billion Yuan Into Advanced Packaging, Aims to Double Capacity in Two Years - finance.biggo.com
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finance.biggo.com 2026-09-23
2026-09-23
Biwin Storage commits US$672M to double down on 2.5D packaging, compute-memory integration
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digitimes.com 2026-09-23
2026-09-18
SanDisk Jumps 6% as Storage Bid Concentrates in One Name; Western Digital Rises 3%, Micron Ticks Up - Yahoo Finance
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finance.yahoo.com 2026-09-18
2026-09-18
SanDisk Jumps 6% as Storage Bid Concentrates in One Name; Western Digital Rises 3%, Micron Ticks Up - 24/7 Wall St.
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247wallst.com 2026-09-18
2026-09-18
Data Centers Set to Drive a $1.5 Trillion Semiconductor Market by 2031 - storagenewsletter.com
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www.storagenewsletter.com 2026-09-18
Driven by the rapid advancement of artificial intelligence, data centers are becoming the core growth engine for the semiconductor market. According to Yole Group’s latest report, 'Data Center Semiconductor Trends 2026,' the global data center semiconductor market more than doubled in 2026 and is pr
Data Center SemiconductorsArtificial IntelligenceAI ChipsGPUASICHBM MemoryAdvanced PackagingOptical Interconnects
2026-09-18
AI's next infrastructure squeeze is storage: Seagate sees demand accelerating
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digitimes.com 2026-09-18
2026-09-17
Storage Takes the Baton from Compute: Why HBM Stands Out? - Longbridge
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longbridge.com 2026-09-17