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Nikolaos-Florou-presentation-Berlin

July 09, 2026
Two months ago, at Evertiq Expo Zürich, Nikolaos Florous left little room for optimism. Tight memory market conditions would persist, he said — and things would likely get worse before they got better.

Hiroshima-building

July 07, 2026
Micron Technology has broken ground on a new cleanroom at its manufacturing facility in Higashi-Hiroshima, Japan. The first phase covers approximately 300,000 square feet and is intended to strengthen Micron's advanced memory manufacturing capacity to meet growing AI demand. Equipment move-in is scheduled for the second half of 2028.

July 07, 2026
Micron is increasing output of key automotive memory solutions with capacity expansions designed to support long product lifecycles and ensure sustained supply for critical production programs.

Instruments_India

July 06, 2026
The two Indian companies will leverage their combined expertise in advanced manufacturing, defence engineering and innovation to build next-gen indigenous defence solutions, including loitering munitions, payload-enabled UAVs and advanced unmanned systems.

manassas-virginia

July 03, 2026
Micron Technology and General Motors have signed a Strategic Customer Agreement to secure a long-term, reliable supply of memory and storage products for GM's vehicle production. The agreement covers LPDRAM, NOR and UFS NAND products, according to a press release from Micron.

axonite_chip

June 29, 2026
While conventional ESD protection devices were primarily limited to controlling momentary discharges during chip manufacturing or assembly processes, the new technology enables complete on-chip control of harsh system-level EMC environments.

Expo-ZRH26-claus-speaking

June 12, 2026
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.

DRAM5-products

June 08, 2026
The DRAM industry posted revenue of USD 97 billion in the first quarter of 2026, up 81% quarter-on-quarter, driven by a rapid surge in contract prices for conventional DRAM. Contract prices rose approximately 93 to 98 percent compared to the previous quarter, according to TrendForce.

v-nand-8-gen

May 26, 2026
The combined revenue of the world's five largest NAND Flash suppliers jumped 83.7% quarter-on-quarter in the first quarter of 2026, surpassing USD 38.9 billion. Surging demand for enterprise SSDs from AI infrastructure buildout, combined with constrained supply, pushed prices well above expectations, according to TrendForce.

May 26, 2026
US memory manufacturer Micron has begun 1-alpha DRAM manufacturing at its Manassas, Virginia facility — the most advanced memory technology ever produced in the United States, according to the company. The more than USD 2 billion investment will quadruple Micron's DDR4 wafer supply at the site.

Expo-Zurch-2026-Nikolaos-Florous-memphis-electronic-interview

May 25, 2026
Following his presentation at Evertiq Expo Zürich, Memphis Electronics' Nikolaos Florous had a conversation with Evertiq to go deeper on the market outlook. The short version: conditions will stay difficult, and procurement teams that haven't adapted yet are running out of time.

EPIC-center

May 14, 2026
Applied Materials has announced a new innovation partnership with TSMC at its EPIC Center in Silicon Valley, where the two companies will co-develop materials, equipment and process technologies for next-generation semiconductor devices. TSMC becomes the latest company to join the platform.

Zurich-2026-Nick-presentation

May 08, 2026
Nikolaos Florous of Memphis Electronic delivered a data-heavy, at times bluntly honest overview of the global memory market at Evertiq Expo Zürich – and his central message was uncomfortable: the rules have changed, and most of the industry is still playing by the old ones.

3D-Nand

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.

HBM4

April 06, 2026
HBM4 36GB 12H in high-volume production is designed for Nvidia Vera Rubin — with greater than 2.8 TB/s and 20% better power efficiency.

Micron-factory

March 27, 2026
Taiwan’s semiconductor industry is often discussed in terms of scale, complexity, and technological leadership. Less often, we get a closer look at how these facilities actually operate from the inside.

axonite_chip

March 27, 2026
The US-based company builds AI for the semiconductor industry and is developing a new class of computing hardware, using its software to design its own hardware IP.

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).

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.

Flagship-Building-Yokohama-Technology-Campus

March 04, 2026
The global NAND Flash market extended its recovery in the fourth quarter of 2025, supported by accelerating AI infrastructure deployments, according to new figures from TrendForce. Combined revenue for the top five NAND Flash suppliers rose 23.8% QoQ to USD 21.17 billion in 4Q25.

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.

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.

agentic-AI-chip-design

February 19, 2026
US-based ChipAgents has raised USD 50 million in an oversubscribed Series A1 funding round, bringing its total capital raised to USD 74 million.

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.

Marco-Peter-2026

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.

Groundbreaking-singapore-expansion-2026

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.

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.

University_campus

January 20, 2026
The testbed will focus on exploring the manufacturing and testing of ultra-low thermal noise materials for use in quantum sensing, fundamental science and semiconductor manufacturing.

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.

COO-Marco-Mezger-column-portrait

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.

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