Samsung SDI signs EV battery supply deal with Mercedes-Benz April 23, 2026 Under the agreement, Samsung SDI will supply high-performance batteries for Mercedes-Benz’s next-generation electric vehicles. Mercedes-Benz plans to use the batteries in future compact and mid-size electric SUVs and coupe models.
Extended lead times for key components weigh on server growth April 15, 2026 Extended lead times for key semiconductor and hardware components are increasingly shaping supply conditions in the server market, according to TrendForce.
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 weighs semiconductor packaging investment in Vietnam April 10, 2026 Samsung Electronics is considering an investment in chip testing and packaging operations in Vietnam, Reuters reports, citing a source familiar with the matter.
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.
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.
Normal Computing raises $50M to accelerate silicon design March 27, 2026 The US-based company builds AI for the semiconductor industry and is developing a new class of computing hardware, using its software to design its own hardware IP.
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.
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.
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.
Axelera AI secures over $250 million to expand AI accelerator business March 12, 2026 Dutch AI semiconductor company Axelera AI has raised more than USD 250 million in a new funding round aimed at supporting global commercial expansion and scaling production of its AI acceleration hardware.
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.
Samsung, AMD to advance AI-powered network innovations March 02, 2026 Following last year’s validation milestone, both companies will introduce the successful results of multi-cell testing conducted at Samsung’s R&D Lab, enabling scalable deployments and greater processor flexibility within software-based network environments.
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.
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.
SemiFive secures design win with Niobium for FHE accelerator February 20, 2026 SemiFive has secured a design win from US‑based Niobium for a fully homomorphic encryption (FHE) hardware accelerator.
Samsung to join Applied Materials’ $5B EPIC semiconductor R&D centre February 12, 2026 Samsung Electronics will join Applied Materials’ EPIC (Equipment and Process Innovation and Commercialisation) Centre in Silicon Valley, a semiconductor research and development facility backed by a USD 5 billion investment.
Memory price surge threatens global smartphone production in 2026 February 11, 2026 Global smartphone production is expected to decline sharply in 2026 as rising memory prices increase retail costs and weigh on end demand, according to research from TrendForce. Total output is forecast to fall 10% year-on-year to approximately 1.135 billion units.
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.
Samsung SDI teams up with KGM to develop EV battery pack tech January 19, 2026 As part of the agreement, the companies will focus on battery pack technologies using Samsung SDI’s 46-series cylindrical battery cells, while expanding collaboration on technologies to advance next-generation battery pack development.
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.
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.
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.
India approves electronic component projects worth $4.6 billion January 05, 2026 These approvals are expected to generate 33,791 direct employment opportunities and include manufacturing of 11 target segment products with cross-sectoral applications such as mobile manufacturing, telecom, consumer electronics, strategic electronics, automotive and IT hardware products.
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.
Harman to acquire ZF’s ADAS business for €1.5 billion December 26, 2025 By integrating ZF’s Advanced Driver Assistance Systems (ADAS) capabilities with Harman’s flagship Digital Cockpit offerings within a centralized compute design, the acquisition bolsters Harman’s roadmap for next-generation vehicle architectures.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
Samsung SDI clinches US battery deal worth over $1.4 billion December 15, 2025 The South Korean company’s Michigan-based subsidiary Samsung SDI America recently inked a deal with a US customer to supply LFP cells for ESS over three years starting from 2027.