Evertiq Expo Warsaw: Top 10 chip companies took two-thirds of a record market October 22, 2026 The ten largest semiconductor suppliers grew their revenue by more than 30% in 2025, almost three times as fast as the rest of the industry. According to Omdia data presented at Evertiq Expo Warsaw on October 22, they now account for nearly 68% of a market worth USD 831 billion.
Micron invests in critical minerals processing at Indium in New York October 21, 2026 Micron is investing in an expansion of Indium Corporation’s refining and manufacturing operations in Rome, New York, which will restart US processing of critical minerals used in semiconductor manufacturing. In return, Micron gets a long-term supply agreement for the high-purity materials.
XIVER adds ASML DUV lithography to its Eindhoven foundry October 15, 2026 Dutch specialty foundry XIVER has acquired an ASML PAS 5500 DUV lithography tool to make finer structures for photonic and semiconductor devices. The tool is expected to be in operation in 2027.
Applied Materials opens $5 billion EPIC Center in Silicon Valley October 13, 2026 Applied Materials has unveiled its EPIC Center in Sunnyvale, California, where chipmakers, equipment suppliers and universities will develop new semiconductor processes alongside the company’s own engineers. TSMC, Intel, Samsung, SK hynix and Micron are among the founding partners.
Micron's Taoyuan workers greenlight strike October 07, 2026 A union representing Micron employees in Taoyuan, Taiwan, has secured its members' backing for a strike over the company's bonus scheme, Reuters reports. Taiwan is a key production base for Micron's DRAM and HBM chips, and a strike could add to supply concerns in an already tight memory market.
Memory boom: Micron's quarterly revenue nearly quintuples October 06, 2026 Micron's revenue reached USD 54.2 billion in the fourth quarter of its 2026 fiscal year, almost five times the level of the same quarter last year. Rising memory prices pushed the gross margin to 87%, and the company expects supply to become even tighter in 2027 and 2028.
KIOXIA joins Applied Materials' EPIC Center as memory makers line up September 30, 2026 Flash memory maker KIOXIA will join Applied Materials' EPIC Center in Silicon Valley as an innovation partner. It is the latest in a series of chipmakers to sign up.
Micron faces strike threat in Taiwan over bonus dispute September 09, 2026 Labour unions representing nearly two-thirds of Micron Technology's Taiwan workforce are threatening to strike unless the US memory chip maker changes how it distributes profits to employees, Reuters reports. More than 80% of union members who took part in an internal survey in August backed strike action.
DRAM industry revenue surges 59.5% in Q2 as supply lags demand September 07, 2026 Total DRAM industry revenue rose 59.5% QoQ in Q2 2026, reaching nearly USD 154.73 billion, driven by sharp increases in contract prices and sustained AI server demand. Supply expansion continues to lag demand growth, with supplier inventories at historic lows, according to TrendForce.
Micron launches $250 million AI investment fund August 24, 2026 Micron Technology has launched the Micron Ventures Paradigm Fund, a USD 250 million investment vehicle targeting startups across the AI technology stack. It is Micron Ventures' third and largest fund to date, bringing the unit's total capital commitment to USD 550 million.
Micron unveils $10 billion AI memory research lab in Boise August 21, 2026 Micron Research Labs will center on a flagship Boise campus designed to support advanced research across critical technology domains. Key research areas include critical memory technologies, advanced memory and compute architectures, packaging and future semiconductor manufacturing.
Top five NAND Flash brands post 77% revenue surge in Q2 August 18, 2026 Combined revenue for the top five publicly listed NAND Flash brands rose 77% QoQ in Q2 2026 to USD 68.87 billion, driven by sustained AI server demand for enterprise SSDs and significant contract price increases. Micron posted the strongest growth of the group and moved up to third place, according to TrendForce.
US firm ChipAgents expands Series A funding to $134 million August 17, 2026 The funding will support ChipAgents' next phase of expansion as the company scales customer deployments, grows its engineering and go-to-market teams, and accelerates development of its AI-native semiconductor design platform.
It's gotten worse – and the memory market isn't done yet 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.
Micron breaks ground on new cleanroom at Hiroshima facility 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.
Micron partners with Ford to strengthen long-term memory supply 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.
Garuda, Micron Instruments to co-develop defence drones 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.
Micron and General Motors sign long-term memory supply agreement 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.
SK keyfoundry develops Bi-SCR-based On-Chip EMC protection tech 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.
The semiconductor industry as it is, not as it is told 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.
DRAM prices surge – industry revenue up 81% in a single quarter 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.
NAND Flash revenues surge 84% in Q1 as AI demand drives shortage 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.
Micron starts 1α DRAM production at Virginia fab in $2 billion expansion 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.
The next two years won't offer shortcuts – A memory market reality check 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.
TSMC joins Applied Materials' EPIC Center as founding partner 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.
Memory is no longer a commodity – The industry hasn't fully caught up 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.
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.
Micron begins volume shipment of HBM4 36GB 12H 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.
Inside one of Taiwan's semiconductor factories 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.
Normal Computing raises $50M to accelerate silicon design 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.
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).
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.