Semiconductor News & Analysis Feed

SK Hynix posted record quarterly revenue and profit in Q2, driven by surging demand for high-bandwidth memory (HBM), AI server DRAM, and enterprise SSDs, fueled by increased investment in AI infrastructure. The company also expanded long-term supply agreements with major customers, reinforcing its m

General Motors' long-term chip supply agreement with Micron Technology marks the automotive industry's significant growing demand for semiconductors during digital transformation. This collaboration reflects the evolution of vehicles from traditional mechanical transport to complex computing platfor

Micron has announced 16 strategic customer agreements (SCAs), with 14 valued at approximately $100 billion, securing long-term supply commitments for 3D NAND and DRAM through 2030. These agreements, signed with both large and medium-sized clients, represent a significant shift in Micron's business m