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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.

DRAM5-products

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.

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Headquarters

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.

February 23, 2026
SoftBank's subsidiary SAIMEMORY has signed a collaboration agreement with Intel Corporation to advance the development and commercialisation of Z‑Angle Memory (ZAM), a next-generation memory technology designed for high capacity, high bandwidth and low power consumption.

evolution-computers

February 20, 2026
What was your first contact with a computer? For some, it might have been a bulky desktop at school, a gaming console in the living room, or even a first smartphone that seemed impossibly small yet powerful.

nasdaq-sign

February 20, 2026
Western Digital plans to sell part of its stake in flash memory unit Sandisk for USD 3.17 billion as the company seeks to cut debt, Reuters reports.

opening-Boise-office-2026

February 18, 2026
US semiconductor equipment supplier Lam Research has opened a new office in Boise, expanding its presence in Idaho to support projected growth in domestic semiconductor manufacturing.

groudbreaking-RD-center-Hsinchu-Taiwan

February 15, 2026
Industrial Technology Research Institute (ITRI) has broken ground on a new Advanced Semiconductor R&D Centre at its headquarters campus in Hsinchu, Taiwan.

inspection

February 13, 2026
Camtek has received an order worth approximately USD 25 million for its Hawk inspection systems from a tier-1 integrated device manufacturer (IDM).

global-wafer-shipments-msi-february-2026

February 12, 2026
Global silicon wafer shipments increased in 2025, while total wafer revenue declined slightly, according to year-end data from SEMI.

EPIC-Semiconductor-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.

v40-smartphone

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.

David-Pearson-Technical-Director

February 10, 2026
Anglia Components is warning customers that lead times for certain electronic components are beginning to extend as market demand increases across the UK and Europe.

historic-billings-by-quarter

February 10, 2026
Global semiconductor sales climbed to a record USD 791.69 billion in 2025, marking a 26.1% increase compared with the previous year, according to figures released by the European Semiconductors Industry Association (ESIA). In Europe, semiconductor sales reached USD 54.46 billion during the year, up 6.2% YoY.

memory-wafer-foundry-revenue-trends

February 09, 2026
The ongoing AI-driven investment cycle is expected to lift global semiconductor revenues to new highs by 2026, with the memory market growing to more than twice the size of the wafer foundry industry, according to new data from market research firm TrendForce.

server-CPUs

February 06, 2026
Chinese customers of Intel and AMD are facing extended delivery times for server CPUs, as supply constraints intensify amid surging global demand, according to people familiar with the matter cited by Reuters.

newsletter_1

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.

New-Fabrication-Facility-at-Yokkaichi-Plant

February 04, 2026
Kioxia Corporation and Sandisk Corporation have extended their joint venture agreements covering Kioxia’s Yokkaichi flash memory manufacturing plant in Japan by five years, pushing the expiry date to December 31, 2034.

DRAM5-products

February 02, 2026
The global memory market is heading toward historically sharp price increases in the first quarter of 2026, according to a new forecast from market research firm TrendForce.

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.

Marco-Peter-2026

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.

experience-centre-veldhoven

January 28, 2026
Dutch semiconductor equipment maker ASML reported much stronger-than-expected bookings for the fourth quarter, as chipmakers step up investments to support booming demand for artificial intelligence hardware, according to a Reuters report.

Groundbreaking-singapore-expansion-2026

January 27, 2026
Micron Technology has broken ground on a new advanced wafer fabrication facility in Singapore, marking a planned investment of approximately USD 24 billion over the next ten years.

headquarters

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.

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.

New-Fabrication-Facility-at-Yokkaichi-Plant

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.

COO-Marco-Mezger-column-portrait

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.

smartphone-shipments-2025

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.

January 14, 2026
GlobalFoundries has signed a definitive agreement to acquire Synopsys’ ARC Processor IP Solutions business, expanding its processor and AI-related capabilities.

Santa-Clara-HQ-Entrance

January 13, 2026
Worldwide semiconductor revenue reached USD 793 billion in 2025, up 21% from 2024, according to preliminary results from Gartner.

hynix_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.

new-york-megafab-render

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.

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