Global silicon wafer shipments grew 13% YoY in 1Q26 April 30, 2026 Worldwide silicon wafer shipments increased 13.1% year-on-year to 3,275 million square inches (MSI) from the 2,896 MSI recorded during the same quarter of 2025, reports SEMI.
Growth surge masks structural strain in semiconductor market April 30, 2026 During Evertiq Expo Zurich on April 23, 2026, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a pointed assessment of a semiconductor industry growing rapidly — but not evenly. In his keynote and a follow-up conversation, Aasholm argued that while headline figures suggest unprecedented expansion, underlying dynamics point to structural imbalances across the supply chain.
Evertiq Expo Zürich 2026 – highlights in pictures April 29, 2026 Evertiq Expo made its debut in Zürich on April 23, bringing together the Swiss electronics industry for a day of networking, insights, and focused discussions.
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.
SK hynix begins mass production of 192GB SOCAMM2 April 24, 2026 SOCAMM2 is a module that adapts low-power memory — which was previously used mainly in mobile products like smartphones — for server environments. It is designed to be a primary memory solution for next-generation AI servers.
Lattice Semiconductor collaborates with TI to advance Edge AI April 22, 2026 The combination of TI’s sensing technologies and the Lattice Holoscan Sensor Bridge solution will provide developers with a flexible hardware foundation for synchronized, low latency sensor data pipelines in advanced robotics and industrial applications.
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.
Inside a modern GPU: from architecture to trillions of calculations April 17, 2026 We often speak about the performance of modern GPUs in abstract terms — trillions of operations, ever-increasing compute power. What remains less visible is the structure that makes it possible.
First Evertiq Expo Zurich just around the corner – industry experts to take the stage April 15, 2026 On April 23, Zurich will host the inaugural edition of Evertiq Expo Zurich, bringing together industry professionals for a day that moves between technology, manufacturing and market realities — often without clear boundaries between them.
Kioxia, Solidigm and SanDisk invests in Nanya Technology April 14, 2026 Nanya Technology Corporation has received strategic participation in its private placement from Kioxia, SK hynix subsidiary Solidigm and SanDisk, as the company accelerates investment in advanced DRAM capacity for AI-driven demand.
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.
Semiconductor equipment billings reached $135B in 2025 April 09, 2026 Worldwide sales of semiconductor manufacturing equipment increased 15% to USD 135.1 billion in 2025 from USD 117.1 billion in 2024, driven by continued investment in advanced logic, memory, and AI-related capacity expansion, according to SEMI.
Limited capacity and order shifts push consumer DRAM prices higher April 08, 2026 Tightening supply conditions and ongoing product transitions are driving a sharp increase in consumer DRAM prices, according to new data from TrendForce.
OKI launches EMS offering for AI server equipment April 08, 2026 OKI has introduced a new electronics manufacturing services (EMS) offering targeting AI server equipment.
Quest Global acquires Indian semiconductor firm BITSILICA April 08, 2026 BITSILICA’s diverse service portfolio will complement Quest Global’s existing strengths as an engineering solutions provider by expanding its capabilities in semiconductors and embedded systems.
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.
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.
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 partners with AMD on next-gen AI memory solutions March 30, 2026 The companies will collaborate on HBM4 supply for AMD Instinct MI455X GPUs and next-generation DDR5 solutions for AMD EPYC processors and the AMD Helios platform.
Evertiq Expo Tampere 2026 sets new visitor record March 27, 2026 Evertiq Expo returned to Tampere on March 26, 2026, bringing together the electronics industry at Tampere Hall in Finland’s third-largest city. This year’s event attracted 297 visitors from 202 companies, alongside 79 exhibiting companies — setting a new attendance record and highlighting continued engagement across the regional electronics ecosystem.
Foundry set to grow 24.8%, but not all of the market is keeping pace March 27, 2026 In December, Claus Aasholm, an analyst at Semiconductor Business Intelligence, raised an uncomfortable question in Evertiq: does the traditional semiconductor cycle still exist? His argument was straightforward — AI-driven growth is pulling the market into parallel trajectories that are increasingly difficult to reconcile within a single top-line number.
Samsung unleashes $73 billion blitz in AI chips race March 25, 2026 The South Korean tech giant is ramping up investment 22% in 2026 to retake the lead in AI semiconductors from SK Hynix, which has become the main provider of high-bandwidth memory to Nvidia.
STMicro starts STM32 MCUs deliveries in China March 25, 2026 Through a collaboration with domestic producer Huahong, STMicroelectronics has a dual supply chain, with fully processed and manufactured 40nm MCU products in China that are exact same design and technology as those made outside China.
Brilliant Labs, Alif partner on AI-powered smart glasses 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.
Siemens launches Fuse EDA AI Agent for automated workflows 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.
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.
SK Group chairman: Wafer shortage could persist until 2030 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.
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).
AI demand lifts top foundries' Q4 revenue, Samsung gains share 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.
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.