#semiconductorindustry — Public Fediverse posts

ASML Holdings’ EUV Leadership Strengthens Long-Term Growth

ASML Holding ASML plays a pivotal role in the global semiconductor industry, supported by its dominant position in…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #chipperformance #EUV #lithographymachines #memorychips #semiconductorindustry #sophisticatedmachines #ZacksInvestmentResearch
https://www.europesays.com/netherlands/33397/

Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge – sources

https://web.brid.gy/r/https://www.rappler.com/technology/intel-amd-long-term-server-cpu-deals-china-clients/

Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge – sources

https://web.brid.gy/r/https://www.rappler.com/technology/intel-amd-long-term-server-cpu-deals-china-clients/

Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge – sources

https://web.brid.gy/r/https://www.rappler.com/technology/intel-amd-long-term-server-cpu-deals-china-clients/

Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge – sources

https://web.brid.gy/r/https://www.rappler.com/technology/intel-amd-long-term-server-cpu-deals-china-clients/

Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge – sources

https://web.brid.gy/r/https://www.rappler.com/technology/intel-amd-long-term-server-cpu-deals-china-clients/

https://www.europesays.com/people/160463/ Had You Parked $5,000 in Nvidia Stock in 1999, Here’s the Shocking Amount You’d Have Today #DataCenter #GraphicsProcessingUnit #JensenHuang #Nvidia #SemiconductorIndustry

https://www.europesays.com/people/159574/ Jensen Huang Thinks Semiconductors Will Be the Largest Industry in the World “By Far” — and This Might Be Key to Getting Nvidia Stock to $500 #AutonomousAIAgents #JensenHuang #Nvidia #SemiconductorIndustry #Top10AIStocks

Choo Vows to Finalize Gyeonggi Future Investment Corp MOU Within Year

Photo courtesy of Gyeonggi Province Gyeonggi Governor Choo Mi-ae is accelerating efforts to establish the Gyeonggi Future Investment…
#EuropeSays #Korea #KR #Seoul #AIinvestment #ChooMi-ae #GyeonggiFutureInvestmentCorporation #GyeonggiProvince #policyfinance #SamsungElectronics #semiconductorindustry #SKhynix
https://www.europesays.com/korea/92526/

Samsung Cuts 700+ US Jobs After Consumer Electronics Headquarters Move to Texas

Samsung Electronics has cut jobs across its US consumer electronics operations after moving its headquarters from New Jersey…
#EuropeSays #Korea #KR #SamsungElectronics #ConsumerElectronics #Samsung #Samsunglayoffs #semiconductorindustry #TechIndustry #technologylayoffs #Texasrelocation #UStechjobs #workforcecuts
https://www.europesays.com/korea/92370/

AI memory shortage threatens to trigger geopolitical strain, warns SK Group chief

SK Group Chairman Chey Tae-won warned that the global shortage of artificial intelligence memory chips could escalate into…
#EuropeSays #Korea #KR #SK #AImemoryshortage #artificialintelligence #CheyTae-won #chipsupplychain #geopoliticalstrain #high-bandwidthmemory #memorychipdemand #semiconductorindustry #SKGroup #SKhynix
https://www.europesays.com/korea/92186/

Nvidia announces new AI model, expands Japanese partnerships

By Rajwa Quasim Nvidia unveiled its new AI model and announced partnerships with domestic Japanese industrial giants to…
#EuropeSays #Japan #JP #artificialintelligence #Fujitsu #Hitachi #Japanese #JensenHuang #manufacturing #NVIDIA #Robotics #semiconductorindustry #technology
https://www.europesays.com/japan/59553/

https://www.alojapan.com/?p=1512827 Nvidia announces new AI model, expands Japanese partnerships #ArtificialIntelligence #Fujitsu #Hitachi #Japan #JapanNews #Japanese #JapaneseNews #JensenHuang #manufacturing #news #nvidia #robotics #SemiconductorIndustry #technology By Rajwa Quasim Nvidia unveiled its new AI model and announced partnerships with domestic Japanese industrial giants to expand physical AI ecosystem in Japan. During Nvidia CEO Jensen Huang’s two-day visit to Japan

https://www.alojapan.com/?p=1512827 Nvidia announces new AI model, expands Japanese partnerships #ArtificialIntelligence #Fujitsu #Hitachi #Japan #JapanNews #Japanese #JapaneseNews #JensenHuang #manufacturing #news #nvidia #robotics #SemiconductorIndustry #technology By Rajwa Quasim Nvidia unveiled its new AI model and announced partnerships with domestic Japanese industrial giants to expand physical AI ecosystem in Japan. During Nvidia CEO Jensen Huang’s two-day visit to Japan

ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026

ASML Netherlands BV ASML reports €9.3 billion total net sales and €2.9 billion net income in Q2 2026ASML…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #grossmargin #lithographysystems #NetIncome #netsales #semiconductorindustry
https://www.europesays.com/netherlands/31199/

https://www.europesays.com/ie/586217/ Earnings, Inflation, Iran — What’s moving markets #Business #EarningsSeason #Economy #Éire #FederalReserve #GlobalMarkets #IE #InflationData #InterestRates #Iran #Ireland #KevinWarsh #Nvidia #SemiconductorIndustry #StraitOfHormuz

https://www.europesays.com/iran/205816/ Earnings, Inflation, Iran — What’s moving markets #EarningsSeason #FederalReserve #GlobalMarkets #InflationData #InterestRates #Iran #KevinWarsh #Nvidia #SemiconductorIndustry #StraitOfHormuz

ASML Holding’s Next Earnings Report on July 15 Could Send the Stock Soaring. Here’s Why.

The build-out of artificial intelligence and computing capacity is lifting many tech stocks — particularly in names essential…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #semiconductorindustry
https://www.europesays.com/netherlands/30663/

ASML Holding’s Next Earnings Report on July 15 Could Send the Stock Soaring. Here’s Why.

Key Points ASML stock is up 60% so far this year. The company plays a key role in…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #semiconductorindustry
https://www.europesays.com/netherlands/30655/

https://www.europesays.com/people/149389/ Jensen Huang, After ‘Japan Passing’ Row, to Visit Japan Over Sega Ties #AIChips #JapanPassing #JensenHuang #Nvidia #RIVA128 #sega #SemiconductorIndustry #ShoichiroIrimajiri

SK Hynix's Market Performance Following Initial Trading

📰 Original title: SK Hynix: How It Measures Up After Day One

🤖 IA: It's not clickbait ✅
👥 Users: It's not clickbait ✅

View full AI summary https://en.killbait.com/sk-hynix-s-market-performance-following-initial-trading.html?utm_source=mastodon_world&utm_medium=social&utm_campaign=killbait.mastodon_world

#business #stockmarket #semiconductorindustry #mergeranalysis

SK Hynix's Market Performance Following Initial Trading

📰 Original title: SK Hynix: How It Measures Up After Day One

🤖 IA: It's not clickbait ✅
👥 Users: It's not clickbait ✅

View full AI summary https://en.killbait.com/sk-hynix-s-market-performance-following-initial-trading.html?utm_source=mastodon_world&utm_medium=social&utm_campaign=killbait.mastodon_world

#business #stockmarket #semiconductorindustry #mergeranalysis

SK Hynix's Market Performance Following Initial Trading

📰 Original title: SK Hynix: How It Measures Up After Day One

🤖 IA: It's not clickbait ✅
👥 Users: It's not clickbait ✅

View full AI summary https://en.killbait.com/sk-hynix-s-market-performance-following-initial-trading.html?utm_source=mastodon_world&utm_medium=social&utm_campaign=killbait.mastodon_world

#business #stockmarket #semiconductorindustry #mergeranalysis

https://www.europesays.com/people/147911/ Bangkok Post – Tim Cook blames Micron as Apple raises prices #apple #Business #Economy #lifestyle #MemoryChipShortage #Micron #RamPricing #SemiconductorIndustry #SmartphoneManufacturingCosts #SumitSadana #Technology #TimCook

Parents Nationwide Flock to Semiconductor High School with 95% Job Placement

Amid a boom in the semiconductor industry, parents and students from across the country gathered at an admissions…
#EuropeSays #Korea #KR #Seoul #Eumseong #jobplacement #SamsungElectronics #SemiconductorHighSchool #semiconductorindustry #SKhynix #specializedhighschool #vocationaleducation
https://www.europesays.com/korea/81747/

Samsung expects 1,800% operating profit leap on AI boom

Frenzied global demand for advanced memory chips has helped South Korean semiconductor giants post record profits (Jung Yeon-je)…
#EuropeSays #Korea #KR #Samsung #datacentres #Memorychips #operatingprofit #recordprofits #SamsungElectronics #SamsungGroup #semiconductorindustry #SouthKorean #YonhapNewsAgency
https://www.europesays.com/korea/80843/

Near-ruin to riches: The story of chip giant SK hynix

Seoul: South Korean chipmaker SK hynix will begin trading on Wall Street this Friday, after what could be…
#EuropeSays #Korea #KR #SK #artificialintelligence #hynix #semiconductorindustry #SKGroup #SKhynix #SouthKoreanchipmaker
https://www.europesays.com/korea/79961/

https://www.europesays.com/people/143555/ AMD CEO Lisa Su Once Said She Fell in Love With Chips Thanks to an Accidental Part-Time Job: ‘Careers Are Very Much by Chance’ #LisaSu #SemiconductorIndustry #UnexpectedOpportunities #ViewFromTheTop

Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?

Quick Read Samsung posted record revenue and profit, yet AI spending anxiety sent semiconductor stocks tumbling, with Astera…
#EuropeSays #Korea #KR #Samsung #AIinfrastructure #AsteraLabs #capitalexpenditure #operatingprofit #SamsungElectronics #SamsungGroup #semiconductorindustry #top10AIstocks
https://www.europesays.com/korea/77857/

Micron shares retreat as Samsung earnings trigger memory chip selloff (MU)

Semiconductor ©Adobe Stock Images Samsung results spark declines across semiconductor sector Micron Technology (NASDAQ:MU) shares fell 4.9% in…
#EuropeSays #Korea #KR #SamsungElectronics #earningsannouncement #memorychip #MicronTechnology #Recordearnings #Samsung #semiconductorindustry #semiconductorsector
https://www.europesays.com/korea/77607/

Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

Quick Read Bloomberg Intelligence’s Shuli Ren argues the global memory shortage peaked in Q2 2026 and could tip…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #BloombergIntelligence #globalmemoryshortage #memorydemand #memorymanufacturers #MichaelBurry #Micron #semiconductorindustry #Technology #top10AIstocks
https://www.newsbeep.com/us/748267/

Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes

Quick Read Bloomberg Intelligence’s Shuli Ren argues the global memory shortage peaked in Q2 2026 and could tip…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #BloombergIntelligence #globalmemoryshortage #memorydemand #memorymanufacturers #MichaelBurry #Micron #semiconductorindustry #Technology #top10AIstocks
https://www.newsbeep.com/us/748267/

Samsung expects 1,800% operating profit leap on AI boom

Frenzied global demand for advanced memory chips has helped South Korean semiconductor giants post record profits (Jung Yeon-je)…
#EuropeSays #Korea #KR #SamsungElectronics #datacentres #Memorychips #operatingprofit #recordprofits #Samsung #semiconductorindustry #SouthKorean #YonhapNewsAgency
https://www.europesays.com/korea/77077/

https://www.europesays.com/ie/572497/ Samsung expects 1,800% leap in quarterly operating profit on AI boom #AI #ArtificialIntelligence #ArtificialIntelligence #DataCentres #Éire #IE #Ireland #MemoryChips #RecordProfits #SamsungElectronics #SemiconductorIndustry #SouthKorean #Technology #YonhapNewsAgency

South Korea Eyes $65 Billion Chip Tax Windfall Fund

This article first appeared on GuruFocus. South Korea is weighing the creation of a new investment fund backed…
#EuropeSays #Korea #KR #SouthKorea #economicgrowth #excesstaxrevenue #LeeJaeMyung #SamsungElectronics #semiconductorindustry #SKhynix
https://www.europesays.com/korea/76245/

https://www.europesays.com/ie/567553/ HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise #AI #ArtificialIntelligence #ArtificialIntelligence #Éire #GuruFocus #HSBC #IE #Ireland #MicronTechnology #SemiconductorIndustry #Technology

HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker’s latest…
#EuropeSays #Britain #Europe #EU #HSBC #GuruFocus #MicronTechnology #semiconductorindustry
https://www.europesays.com/britain/76041/

https://www.europesays.com/britain/76041/ HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise #GuruFocus #HSBC #MicronTechnology #SemiconductorIndustry

ASML vs. LRCX: Which Semiconductor Chipmaker Stock Has More Upside?

ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #EUV #LamResearch #LamResearchLRCX #lithographysystems #semiconductorindustry #semiconductormanufacturing #waferfabricationequipment
https://www.europesays.com/netherlands/28009/

Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Here’s How Artificial Intelligence Powers ASML’s Growth Story

Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #AIrevolution #artificialintelligence #ASMLHolding #EUV #lithographysystems #semiconductorfabrication #semiconductorindustry #ZacksInvestmentResearch
https://www.europesays.com/netherlands/26667/

https://www.europesays.com/people/?p=129465 Can AI-Designed Chips Rival Blackwell in 9 Months? OpenAI’s “Spicy Chip” Bypasses Nvidia’s Main Battlefield, Jensen Huang’s GPU Hegemony Teeters #AIAccelerator #ASIC #Broadcom #ComputingPower #CostReduction #CPU #CustomArtificialIntelligenceChip #FullStackControl #GenerativeAI #GoogleTPU #gpu #InferenceInfrastructure #Jalapeño #JensenHuang #LargeModelInference #MemoryWall #Nvidia #OpenAI #SemiconductorIndustry

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/