Evertiq - First In Electronics News & Expo

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TOP-10

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.

AI-Chip

October 22, 2026
Nvidia and Samsung Electro-Mechanics will jointly invest in dedicated ABF substrate production lines in South Korea, under a multi-year agreement that makes the Korean company a supplier of package substrates for Nvidia's AI processors and networking switches.

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substrate

October 21, 2026
Samsung Electro-Mechanics will supply package substrates for memory semiconductors to an unnamed global customer throughout 2027, under a long-term supply agreement worth KRW 360.5 billion (approximately USD 271 million).

EPIC-centre-2026

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.

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September 30, 2026
Samsung Electronics to invest USD 500 million; five other Samsung affiliates investing the remainder. Samsung commits to Helix’s global AI infrastructure build-out alongside KKR, Kuwait Investment Authority, NVIDIA and Vistra.

Sejong_site

September 29, 2026
About USD 3.1 billion will be invested to expand FCBGA (Flip Chip-Ball Grid Array) production capacity at the Sejong site in South Korea and USD 1.9 billion will be invested in facilities to expand the FCBGA plant at the Vietnam subsidiary.

Claus-Aasholm

September 24, 2026
The Q2-2026 semiconductor earnings rush is long gone, and even the laggards have now reported in their first Q3-2026 earnings calls. It is time to get a grip on what is going on in the semiconductor industry and its supply chain.

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September 21, 2026
The new platform is designed to make more powerful memory chips at lower cost and using less power, Reuters reports. The potential breakthrough could make China compete for the memory market share with the likes of Samsung and SK hynix.

September 16, 2026
At least two potential scenarios are being discussed: SK hynix would lease part of Intel’s chipmaking ‌facility in Ohio, or form a venture with Intel and cloud firms looking for a secure memory chip supply, according to Reuters.

September 14, 2026
Under the agreement, Samsung will integrate Mistral’s AI services and solutions — including its flagship large language model, Mistral Large — across its semiconductor operations to develop customized on-premises AI models optimized for intelligence-driven infrastructure.

engineers-working

September 10, 2026
SMIC posted the strongest growth among the top three foundries in Q2 2026, with revenue surging 20% QoQ to more than USD 3 billion and market share edging up to 5.4% – closing in on Samsung Foundry's 5.9%. Combined revenue for the world's top ten foundries rose 11.5% to nearly USD 53.49 billion, a new record, according to TrendForce.

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September 10, 2026
The two companies aim to deepen collaboration on High NA EUV lithography and advanced semiconductor manufacturing technologies. Samsung plans to introduce ASML’s High NA EUV lithography into future DRAM high-volume manufacturing by 2028.

Taichung-Taiwan

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.

DRAM5-products

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.

Data_Center_Akela999

September 03, 2026
Including this customer, Samsung Electro-Mechanics has signed long-term MLCC supply agreements (LTAs) with over 10 global companies. The company said it is also in discussions for long-term supply contracts with several global companies.

Interview-sebastian-blom-2025

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.

Samsung-SDI-Prismstack

August 21, 2026
Samsung SDI has signed a new joint development agreement with General Motors for next-generation prismatic batteries, while simultaneously acquiring GM's 49.99% stake in their joint venture SynergyCells in New Carlisle, Indiana. The plant will initially be used for energy storage system production rather than electric vehicle batteries.

Groundbreaking-battery-facility

August 20, 2026
Forge Nano has broken ground on a major expansion of its lithium-ion battery manufacturing facility in Morrisville, North Carolina, in the United States. The project, backed by up to USD 100 million from the US Department of Energy, will expand the site to nearly 315,000 square feet and establish up to 3 GWh of annual battery cell manufacturing capacity.

HAVC_Production_Line

August 20, 2026
The 21,500 sqm HVAC production line in Gwangju, Korea is scheduled to begin operations upon completion by 2028. It will manufacture HVAC products from FläktGroup, which was acquired by Samsung Electronics last year.

Singapore-NAND-facility-2025

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.

August 18, 2026
This validation represents an important step toward realizing predictive network operations, especially as AI-driven network optimization becomes increasingly prevalent in the 6G network.

building

August 11, 2026
Samsung SDI is poised to buy the 680-acre property, take over the JV and own the Indiana battery-making facility, Bloomberg reports. GM’s move comes as it scales down its EV ambitions amid lukewarm demand for electric vehicles in America.

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.

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July 28, 2026
On the memory front, Samsung and Broadcom plan to pursue a strategic collaboration for the supply of industry-leading memory solutions, including HBM, supporting Broadcom’s next-generation AI accelerators.

RSO_KDDI

July 27, 2026
During peak hours, Samsung’s RAN Speed Optimizer (RSO) delivered an average increase of 31% in 5G downlink throughput across the overall trial area, with gains reaching a maximum increase of 52% in dense urban areas, on KDDI’s commercial 5G SA network in Japan.

July 20, 2026
The South Korean company said that 739 roles in Englewood Cliffs, New Jersey, have been affected by Samsung Electronics America’s (SEA) plans to move its headquarters to Texas.

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.

signing-the-contract_2

July 13, 2026
The joint venture company will engage in the business of glass core substrates for advanced semiconductor packages. Glass core substrates are known for features like excellent rigidity, dimensional stability, low warpage and low thermal expansion.

Nikolaos-Florou-presentation-Berlin

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.

Industries_FiberPrinting

July 06, 2026
The financing supports the Norwegian deep-tech company’s expanding manufacturing capacity, development of its product portfolio and international growth as demand accelerates for compact, high-performance electric motors.

building_logo

July 03, 2026
Building off the first successful three transmit antennas (3Tx) advancement, this trial integrated 3Tx, leveraging a multi-band setup that combined n66 (1.7GHz) as the primary cell and dual n77(3.7GHz) carriers across five uplink layers, delivering speed and efficiency.

UFS5

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.

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