Evertiq - First In Electronics News & Expo

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MLCC

August 27, 2026
South Korean MLCC manufacturer SEMCO has raised prices for OEM and ODM customers for Q4 2026, marking a departure from its previous practice of limiting price adjustments to distributors. The move signals that the MLCC industry has officially entered an upcycle, according to TrendForce.

total-capex-forecast-csp-2027

August 26, 2026
DRAM and NAND Flash combined will account for 47% of major cloud service providers' total capital expenditure in 2026, rising to 68% in 2027, according to TrendForce. The shift reflects both soaring memory contract prices and surging procurement demand for AI infrastructure.

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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.

geralt_AI

August 05, 2026
TrendForce estimates that the combined 2026 CapEx of Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, and Baidu will exceed USD 886.7 billion, with the five North American hyperscalers accounting for nearly 90%.

SLC_NAND

July 16, 2026
Meanwhile, demand for SLC NAND continues to grow in AI edge computing, data centers, and automotive electronics, causing the supply-demand gap to widen quickly, TrendForce notes.

June 09, 2026
US semiconductor manufacturer Onsemi is reportedly planning to cut between 200 and 300 jobs at its plant in Rožnov pod Radhoštěm in the Czech Republic, according to Czech media outlet e15. The cuts follow an earlier round of approximately 170 layoffs at the same facility in 2025.

DRAM5-products

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.

v-nand-8-gen

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.

pile-of-wafers

May 07, 2026
A structural shift in the global mature-node foundry market is underway, according to research from TrendForce. Capacity cuts, surging demand for AI power components, and TSMC's planned reallocation are combining to push utilisation rates toward 90% — and set the stage for price increases.

Data-center

May 06, 2026
Rising demand for AI infrastructure is driving a sharp increase in capital expenditure among the world’s largest cloud service providers (CSPs), according to new data from TrendForce.

server-hall

April 15, 2026
Extended lead times for key semiconductor and hardware components are increasingly shaping supply conditions in the server market, according to TrendForce.

rgb-dram

April 08, 2026
Tightening supply conditions and ongoing product transitions are driving a sharp increase in consumer DRAM prices, according to new data from TrendForce.

PCB-world_2

April 02, 2026
The semiconductor market has been sending mixed signals for some time now. Headline numbers suggest a return to growth, and in some segments even a strong rebound. At the same time, when looking more closely at how this growth is distributed, it becomes increasingly difficult to describe it as broad-based or evenly shared across the industry.

Liquide_semiconductors

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.

office

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.

graphs-charts

March 10, 2026
Rising memory and CPU prices could significantly increase the retail price of mainstream notebook computers, according to new analysis from TrendForce.

Flagship-Building-Yokohama-Technology-Campus

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.

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.

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 13, 2026
Sharp plans to halt production at its Kameyama K2 facility, a Gen 8 LCD plant in Japan, from August 2026 and is seeking a potential buyer for the site, according to TrendForce. The decision could lead to short-term supply disruptions for Apple IT panels and e-paper applications.

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.

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.

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.

January 20, 2026
Micron Technology’s planned acquisition of Powerchip Semiconductor Manufacturing Corp.’s (PSMC) Tongluo fab in Taiwan could help strengthen global DRAM supply from 2027, according to market analyst TrendForce.

MLC-NAND-Flash-capacity

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.

DRAM5-products

January 05, 2026
Global memory prices are set to rise sharply in the first quarter of 2026 as suppliers continue to prioritise server and AI-related applications, according to TrendForce.

Switch2

December 02, 2025
Rising memory prices are squeezing profit margins for game console makers, prompting TrendForce to revise downward its 2026 global shipment forecasts for the sector.

DRAM5-products

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).

plichta_x_greencell_2024

November 25, 2025
TrendForce’s latest investigations reveal that global NEV sales hit 5.39 million units in the third quarter of 2025, showing a 31% YoY growth. BEVs made up 3.71 million units, with a notable 48% YoY growth, while PHEVs reached 1.67 million units, marking a 4% increase year over year.

DRAM5-products

November 18, 2025
Global smartphone and notebook production is expected to decline in 2026 as rising memory prices and a weak macroeconomic environment weigh on consumer demand, according to market research firm TrendForce.

DRAM-NAND-flash-Capex

November 13, 2025
TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026.

XS1000-external-solid-state-drive

November 10, 2025
TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilisation of supply and demand and a price rebound in 2024.

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