Phison opens first European entity in Germany, appoints regional leadership September 03, 2026 Taiwanese NAND flash controller and storage solutions provider Phison Electronics has opened its first local entity in Europe, Phison Electronics Europe GmbH, headquartered in Eschborn, Germany. The company has appointed Ingvar Ersson as GM and President EMEA and Antony Zukowski as Regional Director EMEA.
Kioxia and Sandisk bet $31 billion on NAND flash as AI demand surges August 31, 2026 Kioxia and Sandisk have announced anticipated investments in Japan totalling over USD 31 billion – approximately 5 trillion yen – contingent on government support. The investments, running through 2032, will support continued expansion of the companies' joint venture manufacturing operations at the Yokkaichi and Kitakami plants.
Beyond the headlines: a live semiconductor market conversation in Gothenburg August 26, 2026 The semiconductor market is moving fast – but the headlines and numbers only tell part of the story. Prices are increasing, lead times are stretching, and geopolitics is reshaping how companies think about sourcing. What's harder to see from the outside is how all of this is playing out in practice: in customer behaviour, in order flows, in the conversations that happen daily between distributors, manufacturers and buyers.
Memory to account for 68% of cloud giant CapEx by 2027 August 26, 2026 DRAM and NAND Flash combined will account for 47% of major cloud service providers' total capital expenditure in 2026, rising to 68% in 2027, according to TrendForce. The shift reflects both soaring memory contract prices and surging procurement demand for AI infrastructure.
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.
SK hynix invests $38 billion in chip plants in South Korea August 17, 2026 SK hynix’s board has approved about 54.3 trillion won ($38 billion) of investments through 2031, including 35.2 trillion won for the second phase of construction of its chip fabrication plant in Yongin and 19.1 trillion won for its M17 chip plant in Cheongju.
Infineon, MediaTek to advance AI-driven in-cabin solutions August 06, 2026 MediaTek has now qualified the Infineon 512 Mb Quad SPI NOR Flash, an automotive-grade NOR Flash memory solution, for use in its Dimensity Auto Cockpit platform C-X1.
Netlist, Samsung settle patent disputes, sign new memory deal August 06, 2026 Under the agreements, Samsung will receive access to US firm Netlist’s complete patent portfolio, including its server DIMM and High Bandwidth Memory technologies. Samsung will supply Netlist DRAM and NAND products, and the parties agree to settle and mutually release all pending legal actions.
Niche demand, MLC migration to drive SLC NAND prices up to 170% July 16, 2026 Meanwhile, demand for SLC NAND continues to grow in AI edge computing, data centers, and automotive electronics, causing the supply-demand gap to widen quickly, TrendForce notes.
Samsung begins mass production of PM1763 SSD July 14, 2026 Featuring high-speed data transfer and an optimized controller architecture, PM1763, the company’s PCIe 6.0-based enterprise SSD, is expected to serve as a key storage solution for high-performance AI platforms.
Europe holds a 2.5% share of a market it helped build July 08, 2026 New data from in4ma and EMSNOW puts the global EMS and ODM industry at USD 820 billion for 2025 – and Europe's share of that figure is shrinking in relative terms even as the continent's largest players post revenue growth.
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.
Samsung unveils ‘industry’s fastest’ UFS 5.0 solution June 26, 2026 The enhanced performance is expected to allow mobile device users with significantly reduced latency and faster response times when running large language models (LLMs) in on-device AI environments.
Semiconductor market hits record quarter, driven by memory surge June 16, 2026 Semiconductor revenue grew 27% QoQ in Q1 2026 to reach USD 319 billion – the highest quarterly growth Omdia has recorded since it began tracking the market in 2002. It marks the third consecutive quarter of double-digit growth, putting the market on track to surpass USD 700 billion in the first half of 2026.
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.
Why stockpiling doesn’t work anymore June 03, 2026 For years, memory sourcing followed a familiar logic. Buyers negotiated hard, and, when prices rose, trusted that the cycle would eventually rebalance. That approach worked – until it didn’t.
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.
Kioxia introduces KIOXIA BG8 Series SSDs for PC OEMs May 18, 2026 Compared to the previous generation, the KIOXIA BG8 Series achieves up to 47 % higher sequential read, 67 % higher sequential write, 44 % higher random read, and 30 % higher random write performance.
Omdia lifts 2026 semiconductor outlook as AI-driven memory constraints intensify April 28, 2026 Omdia has significantly raised its 2026 semiconductor revenue forecast, now projecting growth of 62.7%, citing sustained AI-driven demand and tightening supply conditions in memory markets.
Toshiba starts sample shipments of new SmartMCD series product April 28, 2026 TB9M030FG is suitable for sensorless control of the three‑phase brushless DC motors used in automotive applications, such as electric water pumps, electric oil pumps, electric fans and electric blowers.
Renesas expands auto MCU portfolio with 28nm RH850/U2C April 20, 2026 The MCU targets a range of automotive applications, including chassis and safety systems for passenger cars and motorcycles, battery management systems (BMS) and body control functions such as lighting and motor control, and other general-purpose ASIL D applications.
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.
Gartner: Semiconductor revenue to exceed $1.3 trillion in 2026 April 13, 2026 Market research firm Gartner forecasts that global semiconductor revenue will exceed USD 1.3 trillion in 2026, representing 64% growth – the strongest growth in more than two decades – driven by continued strong demand related to AI, data centers and rising memory prices.
Double-digit growth in global 300mm fab equipment spending for 2026 and 2027 April 07, 2026 Worldwide 300mm fab equipment spending is expected to increase 18% to USD 133 billion in 2026 and 14% to USD 151 billion in 2027, SEMI reports.
Memory market rebounds, but AI demand reshapes recovery April 02, 2026 The semiconductor market has been sending mixed signals for some time now. Headline numbers suggest a return to growth, and in some segments even a strong rebound. At the same time, when looking more closely at how this growth is distributed, it becomes increasingly difficult to describe it as broad-based or evenly shared across the industry.
Samsung workers approve strike plan amid bonus dispute 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.
Applied Materials and Micron to advance AI memory development 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.
Memory and CPU price hikes could push notebook prices up by 40% March 10, 2026 Rising memory and CPU prices could significantly increase the retail price of mainstream notebook computers, according to new analysis from TrendForce.
Top 100 EMS and ODM providers grow 23% in 2025 as AI infrastructure drives market 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.
AI server build-outs drive NAND revenue up 23.8% in 4Q25 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.
Micron opens semiconductor assembly and test facility in India March 01, 2026 US memory manufacturer Micron Technology has officially opened its semiconductor assembly and test facility in Sanand, Gujarat, India.
SK hynix and Sandisk looks to standardise next-gen HBF memory 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.