DRAM industry revenue surges 59.5% in Q2 as supply lags demand 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.
Samsung Electro-Mechanics signs $790M AI server MLCC contract 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.
Beyond the headlines: a live semiconductor market conversation in Gothenburg 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 acquires GM's stake in Indiana battery plant 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.
Forge Nano breaks ground on battery gigafactory in North Carolina 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.
Samsung to invest $158M in new HVAC production line in Korea 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.
Top five NAND Flash brands post 77% revenue surge in Q2 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.
Docomo, Samsung validate user-level AI-RAN technology 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.
General Motors to sell Indiana battery venture to Samsung SDI 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.
Netlist, Samsung settle patent disputes, sign new memory deal 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.
Samsung, Broadcom expand collaboration across memory, foundry tech 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.
Samsung, KDDI complete AI-powered network optimization trial 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.
Report: Samsung cuts US jobs ahead of HQ move 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.
Samsung begins mass production of 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.
Sumitomo Chemical to establish JV with Samsung Electro-Mechanics 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.
It's gotten worse – and the memory market isn't done yet 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.
Alva secures €16 million to scale electric motor technology 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.
MediaTek, Samsung achieve 3Tx 5-layer uplink breakthrough 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.
Samsung unveils ‘industry’s fastest’ UFS 5.0 solution 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.
Samsung, LG Uplus collaborate on ISAC technology for 6G June 18, 2026 Under the partnership, Samsung Research will develop core Integrated Sensing and Communication (ISAC) and AI-driven 6G technologies while LG Uplus will lead validation including data provision and field-testing infrastructure setup.
Siemens partners with Samsung Foundry to advance silicon design June 09, 2026 Through close engineering alignment, Siemens continues to qualify and deploy its electronic design automation (EDA) software — including design, verification, simulation and silicon manufacturing enablement — with Samsung Foundry’s latest process technologies.
DRAM prices surge – industry revenue up 81% in a single quarter June 08, 2026 The DRAM industry posted revenue of USD 97 billion in the first quarter of 2026, up 81% quarter-on-quarter, driven by a rapid surge in contract prices for conventional DRAM. Contract prices rose approximately 93 to 98 percent compared to the previous quarter, according to TrendForce.
Cadence, Samsung Foundry deepen 2nm and 3D‑IC collaboration June 05, 2026 Building on the companies’ 2025 announcement of certified Cadence tools and IP on multiple Samsung Foundry nodes, including second-generation 2nm, this new multi-year agreement further broadens the Cadence portfolio of Memory and Interface IP.
Samsung moves US headquarters from New Jersey to Texas June 04, 2026 Samsung Electronics is relocating its US headquarters from Englewood, New Jersey, to its existing campus in Plano, Texas, the company confirmed on Tuesday, NBC DFW reports. The transition is expected to be completed by the end of the year.
Middle East conflict drives PCB prices up 40%, disrupting electronics supply chains June 03, 2026 The war in the Middle East has disrupted supplies of raw materials used in PCBs and pushed prices sharply higher, compounding cost pressures that were already building across the electronics industry, according to industry sources and executives cited by Reuters.
German company CMBlu Energy raises €50 million June 01, 2026 CMBlu is the inventor of SolidFlow, a new class of non-lithium long-duration energy storage engineered for high-energy, multi-hour applications, designed to deliver ten hours or more of dispatchable energy.
Samsung Electronics begins shipment of HBM4E samples June 01, 2026 Samsung’s HBM4E delivers a stable pin speed of 14 gigabits-per-second (Gbps), with performance scalable up to 16Gbps to support increasingly intensive data processing requirements. This represents more than a 20% increase over its HBM4.
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.
Samsung, Qualcomm achieve validation for 5G FWA on virtualized RAN May 18, 2026 During the lab test, the application of PC1 technology achieved up to 10 times higher uplink throughput at the cell-edge compared to PC1.5 standard. For users, this means smoother video calls and faster file upload in areas where signals are weak.
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.