Semiconductor News & Analysis Feed
1436 articles
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
2026-06-02
www.mk.co.kr
2026-06-02
매일경제
Chey Tae-won, chairman of SK Group, declared that he would double SK hynix's production capacity within the next five years.
He also maintained his view that the supply shortage will continue until 2030 as demand for memory, including High Bandwidth Memory (HBM), surges amid the spread of AI.
On the 2nd, after touring the exhibition halls at COMPUTEX Taipei 2026 in Taipei, Taiwan, Chey told repo
2026-06-02
www.bloomberg.com
2026-06-02
Bloomberg.com
__fail__
2026-06-02
www.astutegroup.com
2026-06-02
Astute Group
We use cookies to enhance your browsing experience, serve personalised ads or content, and analyse our traffic. By clicking "Accept All", you consent to our use of cookies.
Home > Memory Shortages > Memory Chip Shortage Drives Smartphone and PC Component Costs Higher
Global DRAM shortages driven by AI datacentre expansion are pushing up component costs across smartphones, PCs and networking hard
2026-06-02
www.theinvestor.co.kr
2026-06-02
theinvestor.co.kr
Third meeting this year underscores growing partnership ahead of Nvidia's Vera Rubin rollout, rising demand for HBM
Nvidia CEO Jensen Huang (left) and SK Group Chairman Chey Tae-won pose for a photo during their meeting in Taipei, Monday. (SK hynix)
SK Group Chairman Chey Tae-won met Nvidia Chief Executive Officer Jensen Huang in Taipei, Taiwan on Monday for talks on artificial intelligence memo
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
__fail__
2026-06-02
developer.nvidia.com
2026-06-02
NVIDIA Developer
As AI agents move from the digital world to the physical environment, they can readily use NVIDIA Jetson to accelerate real-world deployment with optimized memory and performance.
NVIDIA JetPack 7.2 directly supports one-command deployment of NVIDIA NemoClaw, an open source stack that adds privacy and security controls to OpenClaw. It introduces NVIDIA agent skills for Jetson—Jetson device-side
2026-06-02
developer.nvidia.com
2026-06-02
NVIDIA Developer
As AI agents move from the digital world to the physical environment, they can readily use NVIDIA Jetson to accelerate real-world deployment with optimized memory and performance.
NVIDIA JetPack 7.2 directly supports one-command deployment of NVIDIA NemoClaw, an open source stack that adds privacy and security controls to OpenClaw. It introduces NVIDIA agent skills for Jetson—Jetson device-side
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
__fail__
2026-06-02
www.quiverquant.com
2026-06-02
Quiver Quantitative
TAIPEI, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a showcase of its full portfolio of AI-optimized memory and storage solutions during COMPUTEX 2026, empowering next-generation AI data center and intelligent edge applications. As AI workloads expand from training to large-scale inference, including reasoning-heavy and agent-based systems, the de
2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
__fail__
2026-06-02
www.zacks.com
2026-06-02
Zacks Investment Research
__fail__
2026-06-02
telecomlead.com
2026-06-02
TelecomLead
Global Smartphone Shipments Set for Record 13.9% Decline as Memory Chip Shortage Hits Budget Market
June 1, 2026
The global smartphone industry is facing its sharpest annual contraction on record, with shipments expected to fall 13.9 percent to 1.08 billion units in 2026, according to the latest forecast from Counterpoint Research.
Smartphones under $99
The revised outlook is worse than Counte
2026-06-01
arstechnica.com
2026-06-01
Ars Technica
SPARKS FLYING
Nvidia RTX Spark comes to Windows PCs with Arm CPU, RTX GPU, and unified memory
Nvidia’s new chips will power laptop workstations and mini desktop PCs at first.
ANDREW CUNNINGHAM – 2026年6月1日 22:47 | 92
A high-concept render of Nvidia's new RTX Spark system-on-a-chip. Credit: Nvidia
These days, Nvidia primarily sells AI data center products, and its traditional consumer devices fe
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Memory chips are a major market opportunity right now. There is huge demand and little supply, so the price of memory chips is soaring. That allows memory chip producers like Sandisk (
SNDK
+2.83%
) and Micron Technology (
MU
+6.00%
) to cash in on the rise, and both of them have done just that -- and then some.
But which is the better stock to buy today? Let's take a look.
Image source: Getty I
2026-06-01
tomshardware.com
2026-06-01
Jake Roach
AMD’s upcoming EXPO ‘Ultra Low Latency’ automatic memory overclocking promises a 13% improvement over standard DDR5 speeds, as well as a 4% jump compared to standard EXPO.
2026-06-01
www.businesskorea.co.kr
2026-06-01
Businesskorea
__fail__
2026-06-01
tomshardware.com
2026-06-01
Kunal Khullar
Powered by Nvidia's RTX Spark Superchip, the Surface Laptop Ultra features 20 Arm CPU cores, 6,144 CUDA cores, and up to 128GB of unified memory
2026-06-01
www.devdiscourse.com
2026-06-01
Devdiscourse
__fail__
2026-06-01
www.devdiscourse.com
2026-06-01
Devdiscourse
Samsung Electronics has achieved a significant milestone by surpassing Micron Technology to become the leading supplier in the global automotive memory chip market, securing a 40% market share. This marks a pivotal shift as its US competitor loses its previous dominance in the sector, according to The Korea Herald.
The report highlights that Samsung's market share increased from 35% in 2024 to 40