IPValue affiliate licenses Sandisk to patent portfolio January 21, 2026 IPValue Management, Inc. has granted California-based Sandisk Corporation a worldwide, nonexclusive patent license to a patent portfolio held by IPValue’s affiliate Longitude Flash Memory Solutions, Ltd. that originated from Cypress Semiconductor.
Micron to buy PSMC’s chip fabrication site for $1.8 billion 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.
Inside Kioxia's flash memory megafab January 16, 2026 Flash memory is something most of us only encounter at the very end of the supply chain — as a smartphone in our pocket, a USB stick in a drawer, or an SSD powering our laptop. A new video from Linus Tech Tips flips that perspective and takes viewers straight into the industrial reality behind modern storage.
Memory market 2026: scarcity, strategy, and security of supply 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.
Global smartphone shipments rise 4% in Q4 2025, led by Apple January 15, 2026 Global smartphone shipments increased 4% YoY in the fourth quarter of 2025, supported by seasonal demand and tighter inventory management, according to new data from market research firm Omdia. Growth was concentrated among the largest vendors, while rising component costs began to weigh on parts of the market.
GlobalFoundries to acquire Synopsys’ processor IP business January 14, 2026 GlobalFoundries has signed a definitive agreement to acquire Synopsys’ ARC Processor IP Solutions business, expanding its processor and AI-related capabilities.
Global semiconductor revenue grew 21% in 2025, Nvida leads the market January 13, 2026 Worldwide semiconductor revenue reached USD 793 billion in 2025, up 21% from 2024, according to preliminary results from Gartner.
SK hynix completes Intel certification for 256GB DDR5 RDIMM January 09, 2026 As an Intel Data Center Certified system/platform, 256GB DDR5 RDIMM has completed extensive testing and rigorous validation by Intel’s Advanced Data Center Development Laboratory.
Micron to break ground on New York megafab January 08, 2026 Micron Technology will officially break ground on its planned semiconductor megafab in Onondaga County, New York, on January 16, 2026, marking the start of construction on what the company describes as the largest semiconductor manufacturing facility in US history.
MLC NAND flash capacity set to fall sharply as major suppliers exit market January 07, 2026 Global production capacity for MLC NAND flash is expected to decline by 41.7% year-on-year in 2026 as leading memory manufacturers continue to scale back or discontinue output, according to new research from TrendForce.
DRAM and NAND Flash prices to surge in Q1 2026 January 05, 2026 Global memory prices are set to rise sharply in the first quarter of 2026 as suppliers continue to prioritise server and AI-related applications, according to TrendForce.
Echoes from Evertiq Expo 2025: A year of industry rankings December 30, 2025 Throughout 2025, each Evertiq Expo featured a Top List spotlighting the companies shaping Europe’s electronics, manufacturing, and tech sectors. From global semiconductor leaders to Europe’s top EMS providers, these rankings provide a snapshot of industry trends and market dynamics.
Six conversations that shaped electronics in 2025 December 29, 2025 Throughout 2025, Evertiq held a series of conversations with industry leaders and analysts who helped illuminate how the electronics market is evolving. Global supply chains are transitioning into a new phase, influenced by AI, reshoring, labour scarcity, national security, sustainability and a redefinition of the semiconductor cycle.
Defence electronics in 2025: Key developments followed by the Evertiq audience December 22, 2025 Defence electronics has become one of the fastest-growing segments of Europe’s technology landscape. Rising military budgets, new procurement cycles, digitalisation of battlefield systems and the need for resilient supply chains are transforming the electronics industry into a strategic pillar of national security. Reading patterns on Evertiq clearly show that the audience is most interested in topics related to industrial collaboration, AI in defence, robotics, component manufacturing, sourcing, and critical materials.
ASMPT secures orders for 19 TCB tools for AI chip production December 18, 2025 ASMPT said it has secured new orders for 19 chip-to-substrate (C2S) thermo-compression bonding (TCB) tools from an unnamed outsourced semiconductor assembly and test (OSAT) provider supplying a leading foundry focused on AI chips.
Semiconductor equipment sales to reach a $156 billion in 2027 December 17, 2025 Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of USD 133 billion in 2025, growing 13.7% year-on-year, reports SEMI.
Seven defence technologies driving electronics demand in 2025 December 17, 2025 During this year’s Evertiq Expo in Kraków, the topic of defense electronics filled the conference room to capacity. The top list of defense companies I presented turned out to be only a starting point for conversations that continued long after the session had ended. Behind each of these manufacturers stand dozens of electronics suppliers: semiconductor producers, PCB and RF module manufacturers, and specialized EMS companies. So I asked myself a simple question: which defense technologies drove electronics demand most strongly in 2025? Let’s look at them from the industry’s point of view rather than from a catalogue of weapon systems.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
Imec achieves wafer-scale solid-state nanopores using EUV lithography December 10, 2025 Imec has presented the first wafer-scale fabrication of solid-state nanopores using extreme ultraviolet (EUV) lithography.
Semiconductor equipment billings increased 11% YoY in 3Q25 December 09, 2025 Global semiconductor equipment billings rose 11% year-on-year to 33.66 billion US dollars in the third quarter of 2025, according to the latest Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report from SEMI. Compared with the previous quarter, billings increased by 2%.
Merck inaugurates €500M semiconductor materials plant in Taiwan December 05, 2025 Covering 150,000 square meters, the Kaohsiung site is the company’s largest semiconductor materials campus worldwide. It focuses on thin films, formulation materials and specialty gases for high-precision layering, etching and patterning processes in advanced semiconductor production.
A blast from the past – the Commodore is back December 05, 2025 The legendary computing brand Commodore has returned – with an official new hardware launch marking its first fully new computer in over 30 years. The revived company recently unveiled the Commodore 64 Ultimate, a retro-inspired yet modernised remake of the iconic 1982 home computer Commodore 64.
Global semiconductor market tops $200 billion in Q3 2025 December 04, 2025 The global semiconductor market reached USD 208 billion in the third quarter of 2025, marking the first time the quarterly market has surpassed USD 200 billion, according to WSTS data cited by Semiconductor Intelligence.
Micron to exit Crucial consumer business after 29 years December 04, 2025 Micron Technology says it will exit the Crucial consumer business, ending sales of Crucial-branded memory and storage products through major retailers, e-tailers, and distributors worldwide. The company will continue Crucial consumer product shipments through the end of fiscal Q2, February 2026, and will maintain warranty and support services for existing products.
The memory market isn't correcting - It's reorganising December 03, 2025 Industry analyst Claus Aasholm on why the supply-demand forces that once stabilised DRAM pricing have permanently shifted.
Rising memory prices force console makers to rethink pricing December 02, 2025 Rising memory prices are squeezing profit margins for game console makers, prompting TrendForce to revise downward its 2026 global shipment forecasts for the sector.
GlobalFoundries and BAE Systems partner on chips for space November 27, 2025 GlobalFoundries (GF) and BAE Systems have announced a collaboration that will pair GF’s FinFET semiconductor technology with BAE Systems’ radiation-hardening capabilities to produce chips designed for space environments.
Global DRAM revenue jumps 30.9% in 3Q25 November 26, 2025 The global DRAM industry reported total revenue of USD 41.4 billion in the third quarter of 2025, up 30.9% quarter-on-quarter, according to research firm TrendForce. The increase was driven by higher conventional DRAM contract prices, rising bit shipments, and growing volumes of high-bandwidth memory (HBM).
Samsung Electronics appoints TM Roh as co-CEO November 21, 2025 Roh will continue to oversee the company’s mobile business as Head of Mobile eXperience (MX) Business, while Young Hyun Jun will remain Head of Memory Business.
Azimuth AI, Cyient launch ‘India’s first-gen IP powered silicon chip’ November 19, 2025 Developed collaboratively by Azimuth AI and Cyient Semiconductors, ARKA GKT-1 integrates multi core custom computing, advanced analog sensing, memory and intelligent power management into a single, highly energy-efficient SoC.
Rising memory prices weigh on consumer markets November 18, 2025 Global smartphone and notebook production is expected to decline in 2026 as rising memory prices and a weak macroeconomic environment weigh on consumer demand, according to market research firm TrendForce.
Why memory may drive tomorrow’s processor choices November 17, 2025 Device manufacturers were able to enjoy two years of low memory prices. However, this year, the tide has completely turned. Memory manufacturers have pulled the ripcord on both NAND flash memory and DRAM, announcing that they will focus on new memory generations in the future.