DRAM and NAND Flash prices to surge in Q1 2026 January 05, 2026 Global memory prices are set to rise sharply in the first quarter of 2026 as suppliers continue to prioritise server and AI-related applications, according to TrendForce.
Semiconductor equipment sales to reach a $156 billion in 2027 December 17, 2025 Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of USD 133 billion in 2025, growing 13.7% year-on-year, reports SEMI.
Semiconductor equipment billings increased 11% YoY in 3Q25 December 09, 2025 Global semiconductor equipment billings rose 11% year-on-year to 33.66 billion US dollars in the third quarter of 2025, according to the latest Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report from SEMI. Compared with the previous quarter, billings increased by 2%.
The memory market isn't correcting - It's reorganising December 03, 2025 Industry analyst Claus Aasholm on why the supply-demand forces that once stabilised DRAM pricing have permanently shifted.
Rising memory prices force console makers to rethink pricing December 02, 2025 Rising memory prices are squeezing profit margins for game console makers, prompting TrendForce to revise downward its 2026 global shipment forecasts for the sector.
Global DRAM revenue jumps 30.9% in 3Q25 November 26, 2025 The global DRAM industry reported total revenue of USD 41.4 billion in the third quarter of 2025, up 30.9% quarter-on-quarter, according to research firm TrendForce. The increase was driven by higher conventional DRAM contract prices, rising bit shipments, and growing volumes of high-bandwidth memory (HBM).
Rising memory prices weigh on consumer markets November 18, 2025 Global smartphone and notebook production is expected to decline in 2026 as rising memory prices and a weak macroeconomic environment weigh on consumer demand, according to market research firm TrendForce.
Why memory may drive tomorrow’s processor choices November 17, 2025 Device manufacturers were able to enjoy two years of low memory prices. However, this year, the tide has completely turned. Memory manufacturers have pulled the ripcord on both NAND flash memory and DRAM, announcing that they will focus on new memory generations in the future.
Micron delivers ‘highest capacity’ SOCAMM2 for low-power DRAM November 17, 2025 The 192GB SOCAMM2 uses Micron’s most advanced 1-gamma DRAM process technology to deliver greater than 20% improvement in power efficiency, further enabling power design optimization of large data center clusters.
Memory industry to maintain cautious capex in 2026 November 13, 2025 TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026.
Tight DRAM supply to boost DDR5 Contract prices October 30, 2025 TrendForce’s latest investigations show that server DRAM contract prices are strengthening in 4Q25, driven by ongoing data centre expansion among global CSPs.
Micron: "China remains an important market" October 21, 2025 US semiconductor company Micron has responded to recent reports suggesting it may leave the Chinese data center market.
Global 300mm fab equipment spending to reach $374B by 2028 October 09, 2025 Global spending on 300mm semiconductor fabrication equipment is projected to reach USD 374 billion from 2026 and 2028, driven by rising demand for AI chips and efforts to strengthen regional semiconductor self-sufficiency, according to SEMI’s latest 300mm Fab Outlook.
Samsung partners with OpenAI to boost global AI infrastructure October 03, 2025 This collaboration will bring together the collective strengths of Samsung companies across semiconductors, data centers, shipbuilding, cloud services and maritime technologies.
DRAM module revenue up 7% in 2024, driven by tight supply and restocking October 01, 2025 TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.
SK hynix starts supplying mobile DRAM with efficient heat dissipation September 08, 2025 The structure of package on package, or PoP, that most flagship smartphones adopt and stacks DRAM onto the application processor, allows efficient use of limited space, while improving data transfer speed.
SK hynix introduces ‘industry’s first’ commercial High NA EUV September 04, 2025 The TWINSCAN EXE:5200B, the first model for volume production of ASML’s High NA EUV product line, enables printing of transistors 1.7 times smaller and achievement of transistor densities 2.9 times higher, compared with the existing EUV system, with a 40% improvement in the NA to 0.55 from 0.33.
Samsung, SK Hynix lose US waiver on chip gear for China use September 01, 2025 Samsung manufactures about 35-40% of its total NAND flash memory chips at its plant in Shaanxi, while SK Hynix produces about 40% of its DRAM in Jiangsu and 20% of NAND flash chips in Liaoning.
Guys, can we please stop inflating orders? July 10, 2025 We are all aware that the semiconductor industry is highly volatile. But that’s not just because of the market itself; in fact, a substantial part is self-inflicted. Because, in times of shortages, companies panic and place inflated orders with multiple manufacturers or suppliers. We see the same thing happening again now with DDR4. Samsung, which captures about half of the DRAM market, has announced that it will wind down its DDR4 production by the end of 2025. This is causing a ripple effect that we have seen time and again.
Micron reports record 3Q revenue, projects continued growth in Q4 June 26, 2025 Micron Technology reported record revenue of USD 9.30 billion for the third quarter of its fiscal 2025, marking a significant sequential and year-over-year increase as demand for AI-related memory solutions continues to accelerate.
Micron commits $200B to US DRAM and AI memory manufacturing June 12, 2025 Micron Technology will expand its US investment to approximately USD 150 billion in memory manufacturing and USD 50 billion in R&D, marking one of the largest semiconductor initiatives since the CHIPS Act.
India approves Micron’s $1.5 billion Gujarat SEZ proposal June 10, 2025 US semiconductor company Micron Technology will set up its SEZ facility in Sanand, Gujarat, while Indian diversified contract manufacturer Aequs will set up its SEZ in Dharwad, Karnataka.
HANMI Semiconductor launches TC BONDER 4 for HBM4 May 19, 2025 TC BONDER 4 is dedicated equipment capable of HBM4 production, featuring significantly improved productivity and precision compared to competitors, tailored to the characteristics of HBM4 which requires even higher precision.
NEO unveils 1T1C and 3T0C IGZO-based 3D X-DRAM tech May 09, 2025 Built on a 3D NAND-like architecture and with proof-of-concept test chips expected in 2026, the new 1T1C and 3T0C designs combine the performance of DRAM with the manufacturability of NAND.
Global semiconductor materials market posts $67.5B in 2024 revenue April 29, 2025 Global semiconductor materials market revenue increased 3.8% to USD 67.5 billion in 2024, reports SEMI.
Cadence advances Cloud AI with DDR5 12.8Gbps MRDIMM Gen2 IP April 22, 2025 The Cadence DDR5 MRDIMM IP boasts a new high-performance, scalable and adaptable architecture based on Cadence’s proven and highly successful DDR5 and GDDR6 product lines.
US tariffs spurs surge in stockpiling, memory contract prices set to rise April 17, 2025 TrendForce’s latest investigations reveal that the implementation of the US “reciprocal tariffs” on April 9th — followed by a 90-day grace period for most regions — has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty.
Semiconductor industry grows 21% in 2024; Nvidia takes lead April 10, 2025 The global semiconductor industry saw substantial growth in 2024, with worldwide revenue rising 21% year-over-year to reach USD 655.9 billion, according to final figures from Gartner. For the first time, Nvidia claimed the top spot in the global rankings, capturing 11.7% market share, followed by Samsung Electronics and Intel.
German memory innovators aim to revive domestic memory chip manufacturing April 03, 2025 Neumonda and Ferroelectric Memory Company (FMC) are joining forces to advance the development and commercialisation of FMC’s nonvolatile DRAM+ technology. This collaboration aims nothing less than to bring semiconductor DRAM memory design and manufacturing back to Germany.
Global fab equipment investment expected to reach $110B in 2025 April 03, 2025 Global fab equipment spending for front-end facilities in 2025 is anticipated to increase by 2% YoY to USD 110 billion, marking the sixth consecutive year of growth since 2020, SEMI reports.
Weak demand pushes 4Q24 NAND revenue down 6.2% March 05, 2025 TrendForce’s reports that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments.
Memphis Electronic adds Ramxeed to its linecard February 27, 2025 Specialist memory distributor Memphis Electronic has entered into a strategic collaboration with Ramxeed, formerly Fujitsu Semiconductor Memory Solution.