Semiconductor News & Analysis Feed
1351 articles
2026-06-26
yourstory.com
2026-06-26
YourStory.com
News
Apple hikes MacBook, iPad prices by 20-42% amid memory chip shortage
Memory companies have been allocating an increasing share of their production to AI data centres, leaving the consumer electronics segment with constrained availability and rising costs.
Press Trust Of India
10970 Stories
Friday June 26, 2026 , 4 min Read
Tech giant Apple has increased the starting prices of MacBook and iP
2026-06-26
www.outlookbusiness.com
2026-06-26
outlookbusiness.com
Only in Delhi-NCR, Mumbai, Bengaluru, Pune, Lucknow & Kolkata
The starting price of the MacBook Neo, Apple's latest laptop, has risen to $699 from $599. The MacBook Air is now priced at $1,299, up from $1,099. The entry-level 14-inch MacBook Pro has moved to $1,999 from $1,699
Apple has raised prices on its Mac and iPad lineup globally due to a shortage of memory chips and storage driven by AI d
2026-06-26
wccftech.com
2026-06-26
Wccftech
Micron says that it has locked in 16 memory customers in an unbreakable agreement, hinting that high prices will continue for several years.
Memory prices for all sorts of DRAM components, including LPDDR, DDR, and HBM, are sky-high. This is due to the huge demand for memory generated by the booming AI segment. DRAM makers have been unable to keep up with demand for AI, and things are even worse
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
digitimes.com
2026-06-26
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.
2026-06-26
digitimes.com
2026-06-26
Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-26
digitimes.com
2026-06-26
Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence, as the South Korean memory maker prepares to nearly double DRAM wafer input capacity by 2030–2031, The Elecreported.
2026-06-26
www.semafor.com
2026-06-26
Semafor
Apple’s stock sank Thursday after the company raised prices across its flagship products to offset soaring costs caused by the AI-fueled global memory chip shortage.
“The memory guys are passing along huge price increases,” CEO Tim Cook said, arguing Apple could no longer protect consumers, as it hiked prices of some devices by more than $200.
The “memory armageddon has arrived,” The Wall Street
2026-06-26
9to5mac.com
2026-06-26
9to5Mac
In an interview with The Wall Street Journal following a blockbuster earnings report, Micron Chief Business Officer Sumit Sadana implied that Apple played a role in the current memory crunch. Here are the details.
Micron says low prices discouraged investment
After the bell yesterday, Micron Technology reported a blockbuster fiscal third quarter, with revenue up 346% and its gross margin approac
2026-06-26
eetimes.com
2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
2026-06-26
www.investopedia.com
2026-06-26
Investopedia
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2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
Seoul Economic Daily
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2026-06-26
wmbdradio.com
2026-06-26
1470 & 100.3 WMBD
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts.
Mi
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Seventy percent. That's the share of global memory chip production that artificial intelligence (AI) data centers are expected to absorb in 2026. Set aside what that means for the companies supplying it for a moment and consider what it means for everything else in the tech realm. Smartphones, laptops, cars, medical devices, and televisions are all competing for the remaining 30% of a supply base
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron is looking to end the memory industry's boom-bust cycle
Micron logo at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov · Yahoo Finance · Reuters / REUTERS
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 12:36 PM PDT 2 min read
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2026-06-26
www.spokesman.com
2026-06-26
The Spokesman-Review
NEWS
NATIONAL BUSINESS
Micron joins rivals pitching AI deals as cure for memory’s boom-bust cycle
June 25, 2026 Updated Thu., June 25, 2026 at 12:28 p.m.
1 of 2
The Micron logo in this illustration taken June 11, 2026. (Dado Ruvic/Reuters)
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By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Reuters
Memory chipmakers have for decades been trapped in boom-bust cycles, with cap