Samsung Electronics appoints TM Roh as co-CEO November 21, 2025 Roh will continue to oversee the company’s mobile business as Head of Mobile eXperience (MX) Business, while Young Hyun Jun will remain Head of Memory Business.
Azimuth AI, Cyient launch ‘India’s first-gen IP powered silicon chip’ November 19, 2025 Developed collaboratively by Azimuth AI and Cyient Semiconductors, ARKA GKT-1 integrates multi core custom computing, advanced analog sensing, memory and intelligent power management into a single, highly energy-efficient SoC.
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.
GigaDevice partners with Melchioni Electronics to expand European business November 11, 2025 Semiconductor company GigaDevice has entered into a distribution agreement with Milan-based Melchioni Electronics to expand its reach into several major European markets.
European semiconductors sales up 7.2% QoQ November 06, 2025 European sales of semiconductors grew steadily in the third quarter of 2025 compared to the second quarter, reports the European Semiconductor Industry Association (ESIA).
Cadence completes acquisition of Secure-IC November 04, 2025 Cadence has completed the previously announced acquisition of Secure-IC, a provider of embedded security IP, security solutions and security evaluation tools and services.
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.
Global silicon wafer shipments to rebound 5.4% in 2025 October 29, 2025 Global shipments of silicon wafers are projected to increase 5.4% in 2025 to 12,824 million square inches (MSI) followed by steady growth through 2028 when the market is expected to reach a new industry record of 15,485 MSI, SEMI reports.
GlobalFoundries to invest €1.1 billion in German expansion October 29, 2025 GlobalFoundries plans to invest EUR 1.1 billion to expand its semiconductor manufacturing facility in Dresden, Germany.
Copper, gold, silver, platinum–palladium: What’s next for the electronics industry? October 28, 2025 Metal markets are drawing growing attention from both industry and technology sectors. For electronics and component manufacturers, metals such as copper, gold, silver, platinum, and palladium are essential elements of the value chain. Their prices, availability, and supply stability now have a direct impact on production costs, material innovation, and long-term strategic planning.
SCHMID Group wins major equipment orders for AI server PCB production October 23, 2025 SCHMID Group has secured two major orders for production equipment used in PCB for AI server applications, the company announced.
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.
GlobalWafers opens new 300mm wafer plant in Italy October 16, 2025 Taiwanese semiconductor company, GlobalWafers, has officially inaugurated FAB300, a new 300mm semiconductor wafer manufacturing facility at MEMC Electronic Materials in Novara, Italy. The company describes the site as one of Europe’s most advanced and fully integrated silicon wafer fabs.
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.
Kioxia and Sandisk start operations at new Kitakami fab October 02, 2025 Kioxia and Sandisk have started operations at a new semiconductor fabrication facility in Kitakami, Japan, aimed at producing advanced flash memory for applications including artificial intelligence.
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 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.
SK hynix begins mass production of 321-layer QLC NAND flash August 27, 2025 To maximize the cost competitiveness of its new product, SK Hynix developed a 2Tb device with double the capacity of existing solutions. To address potential performance degradation in large-capacity NAND, the number of planes was increased from 4 to 6.
Global silicon wafer shipments increase 10% YoY in 2Q25 August 06, 2025 SEMI reports that worldwide silicon wafer shipments increased 9.6% year-on-year to 3,327 million square inches (MSI) from the 3,035 MSI recorded during the same quarter of 2024.
SkyWater Technology announces IP license agreement with Infineon August 04, 2025 This new IP enables customers to design and build high-reliability mixed-signal SoCs entirely within a secure US supply chain. It will be released through SkyWater’s S130 platform.
European components distribution slowdown continues in 2nd quarter July 31, 2025 Semiconductor distribution sales in Europe experienced a significant decline of 14%, amounting to €2.20 billion. Among the major countries, Austria faced again the steepest drop with a decrease of almost 37%, followed by France with a reduction of 20%.
SK Hynix reports record jump in profit as demand for AI chips soars July 24, 2025 SK Hynix reported a bigger-than-expected 68% jump in operating income in the June quarter. The South Korean chipmaker, a key supplier to AI giant Nvidia, said new model launches by customers would drive high-end AI chip demand growth, and that it was on track to double HBM chip sales for the full year.
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.
One in a Million. People used to be our greatest strength July 07, 2025 In this first article of Evertiq’s new expert column series, Claus Aasholm – seasoned technology executive and strategist – shares his perspective on the trends, challenges, and breakthroughs shaping the global electronics industry. Drawing on decades of hands-on experience, Claus offers sharp, thought-provoking insights that go beyond headlines and buzzwords. Expect analysis that connects the dots – and challenges the status quo.
SkyWater Technology completes acquisition of Fab 25 July 04, 2025 By adding approximately 400,000 wafer starts per year in capacity, Fab 25 brings meaningful scale to SkyWater’s exclusively US-based, pure-play foundry operation and enables the company to enhance its advanced technology services (ATS) offering by incorporating the site’s current capabilities.
Claus Aasholm: “The semiconductor cycle is broken” July 02, 2025 During Evertiq Expo Malmö 2025, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a sobering reassessment of the global semiconductor market. In his keynote and follow-up interview, Aasholm argued that the industry’s historical four-year cycle has broken down – replaced by a fragmented, profit-driven upswing felt by only a select few.
Oracle, AMD partner to enhance performance for AI and agentic workloads July 01, 2025 Oracle will offer zettascale AI clusters accelerated by the latest AMD Instinct processors with up to 131,072 MI355X GPUs to enable customers to build, train, and inference AI at scale.