Kioxia, Solidigm and SanDisk invests in Nanya Technology April 14, 2026 Nanya Technology Corporation has received strategic participation in its private placement from Kioxia, SK hynix subsidiary Solidigm and SanDisk, as the company accelerates investment in advanced DRAM capacity for AI-driven demand.
YMTC plans new fabs to boost capacity amid rising US-China tensions April 14, 2026 Chinese memory chipmaker Yangtze Memory Technologies (YMTC) is planning to build two additional plants alongside a facility nearing completion, in a move that would more than double its production capacity, according to a Reuters report citing sources familiar with the matter.
Gartner: Semiconductor revenue to exceed $1.3 trillion in 2026 April 13, 2026 Market research firm Gartner forecasts that global semiconductor revenue will exceed USD 1.3 trillion in 2026, representing 64% growth – the strongest growth in more than two decades – driven by continued strong demand related to AI, data centers and rising memory prices.
Semiconductor equipment billings reached $135B in 2025 April 09, 2026 Worldwide sales of semiconductor manufacturing equipment increased 15% to USD 135.1 billion in 2025 from USD 117.1 billion in 2024, driven by continued investment in advanced logic, memory, and AI-related capacity expansion, according to SEMI.
Limited capacity and order shifts push consumer DRAM prices higher April 08, 2026 Tightening supply conditions and ongoing product transitions are driving a sharp increase in consumer DRAM prices, according to new data from TrendForce.
Double-digit growth in global 300mm fab equipment spending for 2026 and 2027 April 07, 2026 Worldwide 300mm fab equipment spending is expected to increase 18% to USD 133 billion in 2026 and 14% to USD 151 billion in 2027, SEMI reports.
Memory market rebounds, but AI demand reshapes recovery April 02, 2026 The semiconductor market has been sending mixed signals for some time now. Headline numbers suggest a return to growth, and in some segments even a strong rebound. At the same time, when looking more closely at how this growth is distributed, it becomes increasingly difficult to describe it as broad-based or evenly shared across the industry.
Kioxia to invest in Nanya Technology, secure long-term DRAM supply April 02, 2026 Kioxia Corporation will subscribe to a third-party share allotment by Nanya Technology Corporation and enter into a long-term DRAM supply agreement with the company.
Samsung partners with AMD on next-gen AI memory solutions March 30, 2026 The companies will collaborate on HBM4 supply for AMD Instinct MI455X GPUs and next-generation DDR5 solutions for AMD EPYC processors and the AMD Helios platform.
Samsung workers approve strike plan amid bonus dispute March 18, 2026 Unionised workers at Samsung Electronics in South Korea have voted to authorise a strike, escalating a dispute over bonuses and raising concerns about potential disruption to global semiconductor supply, according to Reuters.
SK Group chairman: Wafer shortage could persist until 2030 March 17, 2026 SK Group Chairman Chey Tae-won said the global shortage of semiconductor wafers could last until 2030, as demand driven by artificial intelligence continues to outpace supply, according to Reuters.
Micron completes acquisition of PSMC’s Tongluo P5 site March 17, 2026 US memory manufacturer Micron Technology has completed the acquisition of the P5 semiconductor facility in Tongluo, Miaoli County, Taiwan, from Powerchip Semiconductor Manufacturing Corporation (PSMC).
SK hynix develops 1c LPDDR6, 6th-gen 10nm-class DRAM March 13, 2026 The South Korean company plans to complete preparations for mass production within the first half of the year and begin supplying the product in the second half, expanding its conventional DRAM lineup optimized for AI applications.
Applied Materials and SK hynix to collaborate on AI memory March 11, 2026 Applied Materials and SK hynix have signed a long-term research and development agreement aimed at accelerating the development of next-generation memory technologies for artificial intelligence systems.
Applied Materials and Micron to advance AI memory development March 10, 2026 Applied Materials and Micron Technology are teaming up to develop next-generation memory technologies for AI systems. The work will take place at Applied Materials’ EPIC Center in Silicon Valley and Micron’s research facility in Boise, Idaho.
Memory and CPU price hikes could push notebook prices up by 40% March 10, 2026 Rising memory and CPU prices could significantly increase the retail price of mainstream notebook computers, according to new analysis from TrendForce.
Top 100 EMS and ODM providers grow 23% in 2025 as AI infrastructure drives market March 06, 2026 The world’s largest EMS and ODM companies posted strong revenue growth in 2025, largely driven by demand for AI infrastructure and cloud data centres, according to new market data from analysts in4ma and industry publication EMSNOW.
Micron opens semiconductor assembly and test facility in India March 01, 2026 US memory manufacturer Micron Technology has officially opened its semiconductor assembly and test facility in Sanand, Gujarat, India.
Price rally lifts 4Q25 DRAM revenue 29.4% QoQ February 26, 2026 A sharp upswing in DRAM contract prices drove global industry revenue to USD 53.58 billion in the fourth quarter of 2025, up 29.4% sequentially, according to the latest analysis from TrendForce.
Phison warns: RAM shortage could wipe out companies February 23, 2026 Phison, a major manufacturer of controller chips for SSDs and other flash memory devices, has warned that the ongoing global RAM shortage could impact the entire industry in 2026.
SoftBank’s SAIMEMORY and Intel collaborate on next-gen Z‑Angle memory February 23, 2026 SoftBank's subsidiary SAIMEMORY has signed a collaboration agreement with Intel Corporation to advance the development and commercialisation of Z‑Angle Memory (ZAM), a next-generation memory technology designed for high capacity, high bandwidth and low power consumption.
Anglia warns of longer lead times as market picks up February 10, 2026 Anglia Components is warning customers that lead times for certain electronic components are beginning to extend as market demand increases across the UK and Europe.
AI boom set to push memory revenues far beyond foundry market by 2026 February 09, 2026 The ongoing AI-driven investment cycle is expected to lift global semiconductor revenues to new highs by 2026, with the memory market growing to more than twice the size of the wafer foundry industry, according to new data from market research firm TrendForce.
Kioxia and Sandisk extend Yokkaichi joint venture to 2034 February 04, 2026 Kioxia Corporation and Sandisk Corporation have extended their joint venture agreements covering Kioxia’s Yokkaichi flash memory manufacturing plant in Japan by five years, pushing the expiry date to December 31, 2034.
DRAMpocalypse: Memory price projections skyrocket for 1Q26 February 02, 2026 The global memory market is heading toward historically sharp price increases in the first quarter of 2026, according to a new forecast from market research firm TrendForce.
Can memory manufacturing return to Germany? Neumonda lays out its case January 29, 2026 When German memory company Neumonda talks about bringing semiconductor memory manufacturing back to Germany, it sparks curiosity — not about the technology itself, but about the scale, the investment needed, and whether it’s actually possible.
Micron breaks ground on $24B wafer fab expansion in Singapore January 27, 2026 Micron Technology has broken ground on a new advanced wafer fabrication facility in Singapore, marking a planned investment of approximately USD 24 billion over the next ten years.
Micron’s PSMC acquisition could support DRAM supply from 2027 January 20, 2026 Micron Technology’s planned acquisition of Powerchip Semiconductor Manufacturing Corp.’s (PSMC) Tongluo fab in Taiwan could help strengthen global DRAM supply from 2027, according to market analyst TrendForce.
Micron to buy PSMC’s chip fabrication site for $1.8 billion January 19, 2026 The acquisition includes an existing 300mm fab cleanroom of 300,000 square feet and will further position Micron to address growing global demand for memory solutions.
Memory market 2026: scarcity, strategy, and security of supply January 16, 2026 The memory super cycle is no longer a forecast - it is a reality. Across all major financial institutions and industry media, we see the same message. 2026 will be defined by structural undersupply, especially in DRAM and NAND. Here’s what we are seeing.
Global smartphone shipments rise 4% in Q4 2025, led by Apple January 15, 2026 Global smartphone shipments increased 4% YoY in the fourth quarter of 2025, supported by seasonal demand and tighter inventory management, according to new data from market research firm Omdia. Growth was concentrated among the largest vendors, while rising component costs began to weigh on parts of the market.
Global semiconductor revenue grew 21% in 2025, Nvida leads the market January 13, 2026 Worldwide semiconductor revenue reached USD 793 billion in 2025, up 21% from 2024, according to preliminary results from Gartner.