Semiconductor News & Analysis Feed
20 articles
2026-08-28
2026-08-20
2026-08-17
2026-08-14
www.astutegroup.com
2026-08-14
Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading semiconductor foundry, is facing dual challenges of talent shortage and water resource constraints that could significantly impact global chip supply chains. As the semiconductor industry advances toward more sophisticated proces
2026-08-10
news.google.com
2026-08-10
2026-08-07
news.google.com
2026-08-07
2026-08-06
www.tradingkey.com
2026-08-06
2026-08-05
seekingalpha.com
2026-08-05
According to tech publication Digitimes, major memory chip manufacturers Samsung, SK Hynix, and Micron Technology have already completed capacity allocation negotiations for 2027, indicating a sustained tight supply outlook. This reflects the growing demand for high-performance memory across AI, dat
2026-07-29
wmbdradio.com
2026-07-29
Qualcomm has secured a long-term chip supply agreement with BMW to support future vehicle platforms, covering digital cockpits and advanced driver-assistance systems (ADAS). The deal, which spans the next decade, includes Qualcomm’s Snapdragon Digital Chassis solutions such as cockpit processors, au
2026-07-29
www.reuters.com
2026-07-29
2026-07-29
uk.finance.yahoo.com
2026-07-29
2026-07-29
tomshardware.com
2026-07-29
According to Apacer CEO C.K. Chang, the supply of DRAM chips to independent module manufacturers could drop by more than 70% year-on-year in 2027, highlighting a severe global memory supply shortage. While memory prices are expected to slow in the second half of 2026, Chang forecasts that shortages
2026-07-29
www.tomshardware.com
2026-07-29
According to Apacer CEO C.K. Chang, DRAM chip supply to independent module makers could drop by more than 70% year-on-year in 2027. This shortage stems from the surge in demand for high-performance memory such as HBM and server RAM, which are diverting production capacity from traditional DRAM segme
2026-07-25
www.techtimes.com
2026-07-25
In July 2026, South Korea's two leading memory chipmakers, Samsung Electronics and SK Hynix, have secured long-term AI chip supply agreements worth up to $950 billion through a high-stakes AI summit hosted by President Lee Jae Myung in San Francisco. The deals, structured as forward purchase contrac
2026-07-25
ca.finance.yahoo.com
2026-07-25
Samsung Electronics and SK Hynix have announced a $950 billion chip supply partnership with major U.S. technology companies, underscoring the deepening integration of the global semiconductor ecosystem. SK Hynix is set to supply $750 billion of memory chips to American firms, including NVIDIA, while
2026-07-25
news.google.com
2026-07-25
2026-07-25
www.investing.com
2026-07-25
2026-07-25
cryptobriefing.com
2026-07-25
South Korea's two semiconductor giants, SK Hynix and Samsung Electronics, have signed a $950 billion chip supply agreement with major US technology firms, highlighting the insatiable demand for advanced hardware driven by AI. The deals center on high-bandwidth memory (HBM), critical components in AI
2026-07-25
mexicobusiness.news
2026-07-25
Samsung Electronics and SK Hynix are preparing to announce major memory chip supply agreements with US technology firms during South Korean President Lee Jae Myung's visit to San Francisco, highlighting the intensifying global competition for secure AI-driven chip supply chains. These deals undersco
2026-07-24
www.koreaherald.com
2026-07-24
South Korean semiconductor giants Samsung Electronics and SK Hynix are poised to announce major chip supply agreements with leading US technology firms during President Lee Jae Myung's visit to Silicon Valley. According to a senior presidential official, these deals involve 'very large' sums and inc