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Alif_partnership

March 23, 2026
Brilliant Labs’ Halo Glasses will be powered by Alif Semiconductor’s Balletto B1 MCU, an ultra-low-power microcontroller with a dedicated Neural Processing Unit (NPU) that enables on-device AI processing.

Fuse_EDA

March 23, 2026
Supporting NVIDIA Agent Toolkit, advanced Nemotron models and NVIDIA AI infrastructure, the Fuse EDA AI Agent manages workflows across Siemens’ comprehensive EDA portfolio.

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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.

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.

LPDDR5

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).

office

March 12, 2026
Strong demand tied to AI infrastructure and new smartphone launches helped push revenue for the world’s ten largest semiconductor foundries up in the fourth quarter of 2025, according to new research from TrendForce.

EPIC-Semiconductor-Centre

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.

EPIC-Semiconductor-Centre

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.

graphs-charts

March 10, 2026
Rising memory and CPU prices could significantly increase the retail price of mainstream notebook computers, according to new analysis from TrendForce.

PCB-Bo-Lybaek-2020

March 09, 2026
Danish EMS provider GPV reported improved profitability and significantly stronger cash flow in 2025, despite a modest decline in revenue as market demand normalised.

Announcement-of-the-Top-List

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.

PCB-South_Korea_2

March 05, 2026
The ongoing war between the United States, Israel and Iran could disrupt supplies of key semiconductor manufacturing materials, raising concerns within the global chip industry. The warning was issued by a South Korean ruling party lawmaker after discussions with semiconductor companies and industry groups, according to a report by Reuters.

March 04, 2026
EMS provider Flex has expanded its strategic collaboration with Advanced Micro Devices (AMD) to manufacture AMD Instinct GPU platforms in the United States, as demand for AI infrastructure continues to accelerate, according to a press release.

Opening-facility-Sanand-Gujarat-India

March 01, 2026
US memory manufacturer Micron Technology has officially opened its semiconductor assembly and test facility in Sanand, Gujarat, India.

February 26, 2026
SK hynix and Sandisk have announced the start of a global standardisation initiative for next-generation memory solution, High Bandwidth Flash (HBF) aimed at the AI inference era.

DRAM5-products

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.

Headquarters

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.

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.

evolution-computers

February 20, 2026
What was your first contact with a computer? For some, it might have been a bulky desktop at school, a gaming console in the living room, or even a first smartphone that seemed impossibly small yet powerful.

nasdaq-sign

February 20, 2026
Western Digital plans to sell part of its stake in flash memory unit Sandisk for USD 3.17 billion as the company seeks to cut debt, Reuters reports.

opening-Boise-office-2026

February 18, 2026
US semiconductor equipment supplier Lam Research has opened a new office in Boise, expanding its presence in Idaho to support projected growth in domestic semiconductor manufacturing.

groudbreaking-RD-center-Hsinchu-Taiwan

February 15, 2026
Industrial Technology Research Institute (ITRI) has broken ground on a new Advanced Semiconductor R&D Centre at its headquarters campus in Hsinchu, Taiwan.

inspection

February 13, 2026
Camtek has received an order worth approximately USD 25 million for its Hawk inspection systems from a tier-1 integrated device manufacturer (IDM).

global-wafer-shipments-msi-february-2026

February 12, 2026
Global silicon wafer shipments increased in 2025, while total wafer revenue declined slightly, according to year-end data from SEMI.

EPIC-Semiconductor-Centre

February 12, 2026
Samsung Electronics will join Applied Materials’ EPIC (Equipment and Process Innovation and Commercialisation) Centre in Silicon Valley, a semiconductor research and development facility backed by a USD 5 billion investment.

v40-smartphone

February 11, 2026
Global smartphone production is expected to decline sharply in 2026 as rising memory prices increase retail costs and weigh on end demand, according to research from TrendForce. Total output is forecast to fall 10% year-on-year to approximately 1.135 billion units.

David-Pearson-Technical-Director

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.

historic-billings-by-quarter

February 10, 2026
Global semiconductor sales climbed to a record USD 791.69 billion in 2025, marking a 26.1% increase compared with the previous year, according to figures released by the European Semiconductors Industry Association (ESIA). In Europe, semiconductor sales reached USD 54.46 billion during the year, up 6.2% YoY.

memory-wafer-foundry-revenue-trends

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.

server-CPUs

February 06, 2026
Chinese customers of Intel and AMD are facing extended delivery times for server CPUs, as supply constraints intensify amid surging global demand, according to people familiar with the matter cited by Reuters.

newsletter_1

February 05, 2026
The electronics industry no longer moves in straight lines. One day the focus is on semiconductors and AI infrastructure, the next it shifts to export controls, defence electronics, or a materials issue that suddenly turns into a supply chain concern.

New-Fabrication-Facility-at-Yokkaichi-Plant

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.

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