SK hynix unveils ‘iHBM’ thermal solution to boost AI performance May 27, 2026 This latest heat management solution helps reduce thermal resistance by 30% and enables chips to operate stably even in high-temperature and high-pressure conditions.
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.
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.
Samsung wage talks collapse with strike deadline one week away May 14, 2026 Samsung Electronics has urged its South Korean labour union to resume wage negotiations, after government-mediated talks collapsed — leaving an 18-day strike from May 21 as a real and immediate threat, Reuters reports.
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.
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.
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.
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.
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.
SK hynix develops 1c LPDDR6, 6th-gen 10nm-class DRAM March 13, 2026 The South Korean company plans to complete preparations for mass production within the first half of the year and begin supplying the product in the second half, expanding its conventional DRAM lineup optimized for AI applications.
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.
South Korea flags risk to semiconductor materials amid Iran conflict March 05, 2026 The ongoing war between the United States, Israel and Iran could disrupt supplies of key semiconductor manufacturing materials, raising concerns within the global chip industry. The warning was issued by a South Korean ruling party lawmaker after discussions with semiconductor companies and industry groups, according to a report by Reuters.
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.
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.
Price rally lifts 4Q25 DRAM revenue 29.4% QoQ 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.
SK hynix to Invest $15 billion in Yongin Semiconductor Cluster February 25, 2026 SK hynix has announced an additional investment of KRW 21.6 trillion (USD 15 billion) to expand facilities for its first semiconductor fab and construct five cleanrooms for Phases 2 to 6 of the Yongin Semiconductor Cluster.
Phison warns: RAM shortage could wipe out companies 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.
How do you follow the electronics industry without drowning in it? February 05, 2026 The electronics industry no longer moves in straight lines. One day the focus is on semiconductors and AI infrastructure, the next it shifts to export controls, defence electronics, or a materials issue that suddenly turns into a supply chain concern.
SK hynix to establish AI-focused subsidiary in the US February 02, 2026 SK hynix has announced plans to establish a new AI-focused subsidiary in the United States as part of its strategy to expand beyond memory manufacturing and strengthen its position in the AI data centre ecosystem.
Can memory manufacturing return to Germany? Neumonda lays out its case 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.
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 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.
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.
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.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
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.
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).
Fabric8Labs secures $50M to expand US manufacturing capacity November 18, 2025 Fabric8Labs, a developer of Electrochemical Additive Manufacturing (ECAM) technology, has secured USD 50 million in funding to expand its US-based production facilities, enabling the company to produce up to 22 million components annually.