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and China Chip Makers Fight for Market Share. There's One Big Loser.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664875294","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664875294?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:22","pubTimestamp":1788430920,"startTime":"0","endTime":"0","summary":"South Korea's SK Hynix looks to be feeling the pressure as its DRAM market share dropped to 25% from 29% in the preceding quarter. In NAND, Sandisk's market share fell to 11% from 13%.Micron shares were down 0.6% in Wednesday's premarket. American depositary receipts of SK Hynix were falling 2.8% and Sandisk shares were slipping 0.7%.Of course market-share figures don't tell the full story. For one thing, the memory-chip market is growing so fast that there is still massive revenue and profit growth for all the participants even with a dip in share. The DRAM market grew 57% in the second quarter from the prior quarter and NAND grew 70%, Counterpoint said.Another thing to bear in mind is companies are shifting their resources. 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Mi...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/appeals-court-upholds-micron-patent-suit-win-against-netlist-bloomberg-says-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/appeals-court-upholds-micron-patent-suit-win-against-netlist-bloomberg-says-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU2290526834.HKD","BK4543","LU0820562030.AUD","WLDR","LU1720051108.HKD","CHPX","LU0238689110.USD","LU2756315318.SGD","LU1868837300.USD","IXN","LU0109392836.USD","MIC","MUZ","MUD","LU1267930813.SGD","FTEC","LU2458330169.SGD","IE00B7SZLL34.SGD","LU0708995401.HKD","LU2931357623.SGD","LU0787776722.HKD","AIS","LU0210536198.USD","LU0889565833.HKD","LU1868836914.USD","LU1720051017.SGD","FDTX","IE00BWXC8680.SGD","LU1868837136.USD","BK4553","AIFD","BK4527","LU2213496289.HKD","BK4141","IE00BJLML261.HKD","USXF","LU1803068979.SGD","LU0256863811.USD","XNTK","LU1267930730.SGD","SMH","LU1145028129.USD","LU2750360641.GBP","IE00BSNM7G36.USD","DISK","MUG","SGXZ81514606.USD","LU2896262040.SGD","LU1868836757.USD","LU0672654240.SGD","DRMY","LU0859254822.USD","LU2471134879.HKD","BK4533","FTXL","IE00BK4W5M84.HKD","MU","CHAT","LU0082616367.USD","LU2023250330.USD","BK4145","NLST","LU0127658192.USD","JGRO","PTF","VGT","IE0009356076.USD","LU0820561818.USD","LU0792757196.USD","EFIV","CHPS","WUGI","IE00B19Z3B42.SGD","LU0056508442.USD","LU1861215975.USD","BK4532","IE00BKDWB100.SGD","LU2168564149.EUR","LU0640476718.USD","LU1989764664.SGD","LU0061475181.USD","RULE","HBMX","LU0320765059.SGD","LU2168564222.USD","LU0943347566.SGD","LU2089985449.USD","LU0154236417.USD","IE0002270589.USD","LU2458330243.SGD","LU2756315664.SGD","GB00BDT5M118.USD","LU0964807845.USD","LU2286300806.USD","BK4512","SOXX","SG9999001424.SGD","SOXQ","LU0417517546.SGD","BK4605","LU1852331112.SGD","SMU00main","BK4575","CGGO","LU1366333091.USD","LU1868836591.USD","LU2403377893.USD","LU2168564065.EUR","TRFK","FXL","IE00B5949003.HKD","LU0323591593.USD","LU2048586759.USD","LU1323610961.USD","BK4554","IE0034235303.USD","LU1989764748.USD","LU2357305700.SGD","LU0203345920.USD","LU1861220033.SGD","LU0642271901.SGD","LU2471134796.USD","LU0203347892.USD","FAI","LU2168564495.EUR","LU1778281490.HKD","LU2211815571.USD","LU0133085943.USD","LU2750360997.AUD","SGXZ51526630.SGD","LU1548497426.USD","MULL","LU0719512351.SGD","EMSF","BOBP","LU2360107168.USD","EGGY","LU0157215616.USD","LU1551013342.USD","LU2543165471.USD","LU0109391861.USD","SGXZ99366536.SGD","LU1551013425.SGD","LEGR","LU0274383776.USD","BK4588","LU1280957306.USD","LU1629891620.HKD","IE000M9KFDE8.USD","XLK","LU2471134523.USD","IE00B1XK9C88.USD","LU2054465674.USD","LU2250418816.HKD","IE00B19Z3581.USD","MUU","TTXU","ARTY","LU2102340556.USD","LU1674673691.USD","LU2357627491.SGD","BK4566","LU0683600562.USD","LU0889566641.SGD","IETC","LU0081259029.USD","LU2168563687.JPY","LU0256863902.USD","LU2471134952.CNY","SHOC","BAI","LU1914381329.SGD","LU1674673428.USD","LU0689472784.USD","MUYY","LU1316542783.SGD","BK4585","AIQ","LU0820561909.HKD","LU2360106780.USD","IE00BK4W5L77.USD","PSI","LU0096364046.USD","BK4579"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664845386","title":"Netlist Shares Sink After Losing Appeal in Patent Case Against Micron","url":"https://stock-news.laohu8.com/highlight/detail?id=2664845386","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664845386?lang=en_us&edition=fundamental","pubTime":"2026-09-03 01:48","pubTimestamp":1788371280,"startTime":"0","endTime":"0","summary":"Shares of Netlist fell after the company lost its appeal in a patent case against Micron Technology.The stock tumbled 20%, to $5.32, on Wednesday. Despite the loss, shares have more than quintupled in value since the beginning of the year.A U.S. appeals court said in a decision filed on Wednesday that it considered Netlist's arguments but didn't find them to be persuasive. As a result, the court affirmed an earlier decision, which stated that Micron hadn't infringed upon one of Netlist's patents.The patent in question was directed to computer memory systems, and more specifically to \"improving the performance and the memory capacity of …memory boards that include dual in-line memory modules,\" court documents show.Netlist earlier this year launched patent infringement proceedings against Micron and other technology companies at the U.S. International Trade Commission, seeking orders that could block allegedly infringing memory products from entering the 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Micron Stock Break Out as DRAM and NAND Contract Rates Spike Over 50%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664121978","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664121978?lang=en_us&edition=fundamental","pubTime":"2026-09-02 21:31","pubTimestamp":1788355887,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock could break out of its recent slump as surging contract rates for dynamic random-access memory (DRAM) and NAND flash 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Concerns about competition and the traditionally c...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/article/its-years-away-says-top-investor-about-micron-stock?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/article/its-years-away-says-top-investor-about-micron-stock?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU2211815571.USD","LU0274383776.USD","LU2286300806.USD","MUD","AIQ","LU0133085943.USD","EGGY","LU0642271901.SGD","LU2290526834.HKD","SG9999001424.SGD","SMH","LU0964807845.USD","IE0009356076.USD","LU0323591593.USD","LU2543165471.USD","IETC","LU0640476718.USD","LU1720051017.SGD","SMU00main","IE0034235303.USD","IE00BSNM7G36.USD","LU1803068979.SGD","LU1868836757.USD","WUGI","LU0719512351.SGD","BK4579","SOXQ","LU1145028129.USD","TTXU","BK4532","LU1868837300.USD","LU0157215616.USD","MUZ","LU1861215975.USD","XNTK","IE00B19Z3581.USD","CHPX","IE0002270589.USD","BK4566","LU0708995401.HKD","LU1778281490.HKD","LU0689472784.USD","LU0056508442.USD","MU","XLK","IE00B1XK9C88.USD","VGT","FXL","LU1267930730.SGD","SGXZ81514606.USD","AIFD","SGXZ51526630.SGD","LU2089985449.USD","WLDR","IE00B19Z3B42.SGD","LU1551013342.USD","FDTX","BK4533","LU2250418816.HKD","LU0109392836.USD","LU0417517546.SGD","LU0683600562.USD","LU0820561818.USD","LU2168564495.EUR","LU1280957306.USD","SGXZ99366536.SGD","LU2458330169.SGD","LU1629891620.HKD","LU1914381329.SGD","LU2471134796.USD","LU2357305700.SGD","MUYY","LU1868836914.USD","BK4141","IE00BWXC8680.SGD","LU1551013425.SGD","LU2458330243.SGD","BK4527","LU1861220033.SGD","LU2102340556.USD","BK4553","LU0859254822.USD","LU0256863811.USD","MUG","HBMX","LU2168563687.JPY","LU2023250330.USD","LU1316542783.SGD","BK4512","IXN","LU0127658192.USD","LU0203347892.USD","CHPS","IE00BK4W5L77.USD","TRFK","EMSF","LU0082616367.USD","AIS","BK4605","LU1989764748.USD","LU2931357623.SGD","DRMY","LU1868836591.USD","LU2896262040.SGD","LU2471134523.USD","SOXX","LU1720051108.HKD","LU0820562030.AUD","LU2403377893.USD","LU0081259029.USD","LU2360107168.USD","LU2750360641.GBP","LU1989764664.SGD","BK4585","LU2054465674.USD","SHOC","MUU","IE00BKDWB100.SGD","LU1267930813.SGD","BK4575","LU2756315664.SGD","FTXL","EFIV","LU1674673691.USD","LU2471134952.CNY","USXF","LU0238689110.USD","LU2360106780.USD","LU2168564149.EUR","LU2357627491.SGD","LU2213496289.HKD","IE00B5949003.HKD","FAI","LU0792757196.USD","LU0096364046.USD","LU1852331112.SGD","PSI","LU0256863902.USD","BK4543","LU0203345920.USD","IE00BJLML261.HKD","LU1366333091.USD","GB00BDT5M118.USD","CGGO","LU0889565833.HKD","LU2168564065.EUR","LU1674673428.USD","LU1323610961.USD","LU2168564222.USD","LU1548497426.USD","LU0154236417.USD","BAI","LU2048586759.USD","LEGR","LU0109391861.USD","LU2471134879.HKD","IE00BK4W5M84.HKD","LU0889566641.SGD","MULL","LU0943347566.SGD","BK4588","LU0672654240.SGD","LU0210536198.USD","RULE","LU0061475181.USD","IE00B7SZLL34.SGD","LU0820561909.HKD","BOBP","MIC","JGRO","LU0320765059.SGD","DISK","LU1868837136.USD","LU2756315318.SGD","BK4554","PTF","FTEC","IE000M9KFDE8.USD","LU2750360997.AUD","LU0787776722.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664881198","title":"How One Strategist Warned on Semiconductor Stocks Within a Day of Their Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2664881198","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664881198?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:22","pubTimestamp":1788351720,"startTime":"0","endTime":"0","summary":"JPMorgan Asset Management chair could hardly have timed his semiconductors' commentary any betterOne investor correctly called the top of the semiconductor stocks trade.On June 23, Michael Cembalest rang the alarm on semiconductor stocks. June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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All the signs are that shortages are only getting worse ahead of Micron's earnings later 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