Kioxia and Sandisk have begun sampling their tenth-generation 3D NAND BiCS chips with 332 layers, featuring 1 Tbit TLC chips for enterprise and data center SSDs. The new technology introduces CMOS dir…
Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, and Microsoft disclosed advanced packaging technologies at ECTC 2026, including Intel's EMIB-T with 36/35 µm bump pitch and plans for 25 µ…
General Motors has signed a long-term agreement with Micron for the supply of DRAM and NAND chips, securing critical memory technologies for its next-generation vehicles with AI-enabled features and a…
Michael Burry, famed for his 'Big Short' bet against the housing market, has taken short positions against Tesla, Caterpillar, and major chip stocks including Nvidia and Applied Materials, citing over…
Apple and Micron are blaming each other for memory price hikes and shortages amid surging AI demand. Apple CEO Tim Cook says memory suppliers are passing huge price increases, while Micron's Sumit Sad…
Big Tech's first half saw hardware stocks surge while software stocks struggled, with Micron rising 308%, Intel 280%, and AMD 173%, as Meta fell 15% and Microsoft 23%. Wall Street remains bullish on A…
Taiwanese investors are taking on heavy debt to amplify stock market gains amid an AI-fueled rally, while margin debt levels reach risky heights. The trend is driven by FOMO and leveraged bets on comp…
A $10,000 investment in the Philadelphia Semiconductor Index on Jan. 2, 2026, would have grown to $19,546.72 by the end of Q2, driven by AI demand, while the S&P 500 returned 9% and bitcoin lost over …
A record rally in chip stocks added $2 trillion in combined value to Micron, Intel and AMD in the second quarter, as the artificial intelligence boom expanded beyond Nvidia to include more suppliers.…
The Philadelphia Semiconductor Index surged over 80% in Q2 as AI demand expanded beyond GPUs to CPUs and memory, with Micron up 239%, Lam Research up 92%, and AMD up 165%. Nvidia rose only 12%, making…
DRAM and NAND contract prices surged up to 98% in Q1 2026 as Samsung, SK Hynix, and Micron shifted production to high-bandwidth memory for AI, squeezing conventional chip supply. TrendForce forecasts …
A class action lawsuit filed in California on June 25th accuses Samsung, SK Hynix, and Micron of colluding to reduce supply of consumer DRAM while shifting production to high-margin AI memory, causing…
Palantir stock has crashed 35% this year and fallen 45% from its 52-week high, despite strong first-quarter revenue of $1.63 billion. Analysts like Wedbush's Dan Ives argue the sell-off is overdone, c…
The Nasdaq Composite lost over $1 trillion in market value in late June 2026, sparking bubble fears as AI-related corporate borrowing could exceed $500 billion by year-end and the S&P 500's price-to-s…
Technology stocks are on pace for their best first half since 2023, rallying 28% year to date, driven by AI infrastructure investments despite underperformance from the 'Magnificent Seven' megacap sto…
The memory shortage driving consumer electronics price hikes is worsening as AI data center buildouts divert capacity from consumer products. Analysts and CEOs expect pricing pressures to persist into…
Samsung Electronics shares surged up to 6.51% on June 1 after reports it began shipping samples of its next-generation HBM4E high-bandwidth memory chips to global customers, driven by strong AI demand…
The S&P 500 crossed 7,600 for the first time in June and is closing Q2 2026 with roughly 11% gains, powered almost entirely by AI infrastructure spending. The rally is cracking open an IPO and funding…
Perplexity AI CEO Aravind Srinivas argued that US export controls on advanced chips are inadvertently accelerating Chinese AI innovation, citing DeepSeek's advances in memory-efficient models. He warn…
South Korean tech giants Samsung and SK Hynix have committed over $550 billion to build four new memory fabs and an HBM packaging hub, part of a national plan to address the global memory chip shortag…