Semiconductor News & Analysis Feed
1352 articles
2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.25. 10:59
As the age of artificial intelligence (AI) arrives, the long-standing formula for the memory semiconductor industry's cycle is being shaken. Analysts say the traditional memory cycle—marked by repeated gluts, price crashes, and production cuts—is entering a new phase, driven by expanding AI demand and long-term supply agreements.
U.S. memory semicond
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
SK hynix Inc., the world’s largest supplier of HBM memory, today filed to list its shares on the Nasdaq stock exchange.
The South Korean company hopes to sell up to 17.79 million shares for $29.4 billion. The public offering is expected to be the second-largest on record after the recent listing of SpaceX Corp., which raised $85.7 billion.
SK hynix produces more than half of the world’s HBM memo
2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com
2026-06-25
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com
2026-06-25
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.
2026-06-25
digitimes.com
2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
2026-06-25
digitimes.com
2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
digitimes.com
2026-06-25
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Memory chip maker Micron Technology Inc. more than quadrupled its revenue growth in the most recent quarter as it continued to benefit from surging demand linked to the artificial intelligence industry.
The company reported third-quarter earnings before certain costs such as stock compensation of $25.11 per share, crushing Wall Street’s target of $20.78 by a wide margin. Revenue for the period su
2026-06-25
www.cnbc.com
2026-06-25
CNBC
As Micron
customers try and adjust to a new reality of constantly rising memory prices, investors in the company are enjoying historic profit margins.
Alongside its better-than-expected earnings report on Wednesday, Micron disclosed a gross margin, or the profit left after accounting for the cost of goods sold, of 84.9%, up from 74.9% in the prior period and 39% a year earlier.
That’s the highe
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall.
At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
After fears that a less-than-stellar report from the memory-chip maker could further derail the AI trade after Tuesday's bruising sell-off, Micron delivered on all fronts.
Shares of the company surged 14% in after-hours trading after it crushed revenue estimates for its fiscal third quarter. Revenue came in at $41.46 billion compared to expectations for $35.7 billion. Earnings per share were $25.
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's blowout earnings just reset the AI memory trade
Jared Blikre
Wed, June 24, 2026 at 1:40 PM PDT 2 min read
MU
-0.31%
000660.KS
+0.98%
^SOX
-0.18%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's profit machine Wednesday.
Micron (MU) and SK Hynix (000660.KS) had been two of the cleanest ways to trade the AI memory boom this year, both crushing the bro
2026-06-25
qz.com
2026-06-25
qz.com
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