Semiconductor News & Analysis Feed

29 articles
2026-06-24
digitimes.com 2026-06-24
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
2026-06-23
www.reuters.com 2026-06-23 Reuters
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2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Micron, Anthropic sign AI infrastructure supply agreement Reuters Mon, June 22, 2026 at 11:02 AM PDT 1 min read MU -13.18% CRWV -5.00% AVGO -3.06% Explore stocks on Coinbase Trading disclosure June 22 (Reuters) - Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply ‌of memory and storage products, and a strategic investment ‌in the IPO-bound AI company's
2026-06-15
www.tradingview.com 2026-06-15 TradingView
News / London Stock Exchange / REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement Refinitiv4 min read IQE +5.35% TSEM +1.77% RNS Number : 1844I IQE PLC 15 June 2026   IQE plc Cardiff, UK 15 June 2026 IQE and Tower Semiconductor announce multi-year InP epiwafer supply agreement -     Supporting planned growth in I
2026-06-15
finance.yahoo.com 2026-06-15 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. IQE and Tower Semiconductor Announce Multi-year InP epiwafer Supply Agreement Tower Semiconductor Sun, June 14, 2026 at 11:00 PM PDT 3 min read IQE.L +21.08% TSEM +6.99% TSEM.TA +7.57% Trade TSEM on Coinbase Trading disclosure Tower Semiconductor Supporting planned growth in InP silicon photonics tech
2026-06-11
tomshardware.com 2026-06-11 Anton Shilov
Biwin signs a 24-months supply agreement with an unknown NAND maker to get memory worth $1.86 billion.
2026-06-08
www.tomshardware.com 2026-06-08 Tom's Hardware
PC Components RAM DRAM Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cycles News By Anton Shilov published 13 minutes ago Nvidia and SK hynix tighten their relationship. Nvidia and SK hynix to co-develop memory for next-generation Nvidia platforms, sign supply agreement. (Image credit: Nvidia) Share this article 0 Join the
2026-06-08
tomshardware.com 2026-06-08 Anton Shilov
Nvidia and SK hynix tighten their relationship.
2026-05-25
digitimes.com 2026-05-25
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.