Semiconductor News & Analysis Feed
40 articles
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
2026-07-01
www.techzine.eu
2026-07-01
Techzine Global
2026-07-01
www.cnbc.com
2026-07-01
CNBC
2026-07-01
www.techtimes.com
2026-07-01
Tech Times
2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-28
simplywall.st
2026-06-28
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix Stock In Focus As Memory Shortage Lifts Chip Makers
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The global memory shortage is reshaping the semiconductor sector, lifting some stocks tied to memory chip supply while putting intense pressure on electronics brands that rely on those components. As Apple and Microsoft raise device prices t
2026-06-27
www.cnbc.com
2026-06-27
CNBC
Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections.
Then came the memory crunch, which has driven up the cost to produce practically every electronic device on
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The memory market is in the grip of what may be its worst supply shortage ever. Contract prices for conventional DRAM soared as much as 95% in the first quarter of 2026, and NAND flash prices have jumped sharply quarter after quarter, all because the artificial intelligence (AI) build-out is devouring every chip the industry can make.
When investors look for a way to play this tailwind, they usua
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
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
2026-06-25
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.
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
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June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
QUICK SUMMARY
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, speaking from South Korea tonight after Friday’s brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.” More importantly for memory bulls, he framed the AI supply crunch as a multi-year condition, an unmistakably positive read-through for Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), which tr
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
Eric Bleeker
Sun, June 7, 2026 at 9:28 PM PDT 2 min read
MU
-13.25%
SNDK
-11.39%
NVDA
-6.20%
WDC
-11.08%
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Huang called AI stocks "very cheap" and framed the memory shortage as a multi-year condition, a direct bullish read for MU and
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-07
247wallst.com
2026-06-07
24/7 Wall St.
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2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.