Evertiq - First In Electronics News & Expo

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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.

Marco-Mezger-2026

September 23, 2026
It is only September, yet Christmas has already arrived in the supermarkets. Gingerbread and holiday decorations are filling shelves, while retailers are preparing for the most important shopping season of the year.

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products

September 22, 2026
The global DRAM module market generated USD 21.2 billion in revenue in 2025, up 59% YoY, according to TrendForce — a sharp acceleration from the 7% growth recorded in 2024.

building_logo

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.

flagpark-headquarters

September 17, 2026
Germany's Infineon has entered into a definitive agreement under which Taiwanese Winbond Electronics will acquire Infineon’s NOR Flash and F-RAM business in an all-cash transaction valued at USD 1.12 billion.

tool

September 17, 2026
Rather than serving a single point in the water cycle, Gradiant will deliver its full semiconductor portfolio across these sites — from ultrapure water production to high-recovery wastewater treatment, scrubber reclaim, treatment of complex streams and zero liquid discharge.

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.

Flagship-Building-Yokohama-Technology-Campus

September 15, 2026
The Tokyo-based memory-storage maker has been speaking with lenders such as Bank of America, Goldman Sachs Group and JPMorgan Chase on an offering that could take place in 2027, Bloomberg reports.

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.

AI_Asimov

September 11, 2026
Positron AI’s next-gen systems realize more than 90% of their available memory bandwidth, are built on commodity LPDDR5X memory that sidesteps constrained HBM and CoWoS supply chains, and deliver leading tokens per dollar and tokens per watt.

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.

September 10, 2026
German automotive semiconductor manufacturer Elmos Semiconductor and South Korean foundry SK keyfoundry have signed an agreement expanding their collaboration to include 130nm technology, securing long-term wafer capacity through 2037. The two companies have worked together on 350nm technology for 18 years.

building_logo

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.

M4VGroup

September 07, 2026
The TXZ+ Family Entry-Class M4V Group feature an Arm Cortex-M4 core with a floating-point unit to enhance security and data management in IoT devices and industrial equipment.

Semiconductor

September 04, 2026
NanoBridge Semiconductor will provide its customers with a version of Precision FPGA Synthesis tuned for its NBS6503H and NBS1201 FPGA device families, helping designers achieve high-quality synthesis results while supporting efficient implementation workflows.

sign-on-building

September 01, 2026
Nvidia and MediaTek have announced an expanded collaboration spanning cloud AI infrastructure, local AI computing and automotive. As part of the deal, Nvidia has invested USD 3.5 billion in convertible bonds issued by MediaTek.

geralt-computer-chip

August 31, 2026
CXMT, the world’s fourth-largest DRAM maker, is seeking removal from the Pentagon’s Section 1260H list of Chinese companies with military ties to Beijing. It was first added to the list in January 2025, and kept on the list after a review in June.

New-Fabrication-Facility-at-Yokkaichi-Plant

August 31, 2026
Kioxia and Sandisk have announced anticipated investments in Japan totalling over USD 31 billion – approximately 5 trillion yen – contingent on government support. The investments, running through 2032, will support continued expansion of the companies' joint venture manufacturing operations at the Yokkaichi and Kitakami plants.

Indiana_groundbreaking

August 28, 2026
The Indiana fab is scheduled to open its cleanroom by October 2028 and initiate mass production of next-generation HBM in the second half of 2029. SK hynix also signed an MOU with Purdue University for research and development collaboration in advanced packaging.

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.

August 24, 2026
Micron Technology has launched the Micron Ventures Paradigm Fund, a USD 250 million investment vehicle targeting startups across the AI technology stack. It is Micron Ventures' third and largest fund to date, bringing the unit's total capital commitment to USD 550 million.

August 21, 2026
Micron Research Labs will center on a flagship Boise campus designed to support advanced research across critical technology domains. Key research areas include critical memory technologies, advanced memory and compute architectures, packaging and future semiconductor manufacturing.

August 20, 2026
Marvell Technology has entered into an expanded commercial agreement with Google to develop custom semiconductor products across a range of programmes attached to Google's TPU ecosystem.

chip

August 14, 2026
The program targets high-power external laser sources for co-packaged optics (CPO), high-channel-count DFB arrays for wavelength-multiplexed links, and SOA gain stages that extend optical reach as channel counts scale.

Program-Evertiq-Expo-1

August 11, 2026
Earlier this year, several discussions at Evertiq Expo pointed to the same conclusion: while the semiconductor industry continues to grow, that growth is far from evenly distributed. AI, memory and data centres have driven record revenues, while other parts of the electronics industry continue to face a very different reality.

axonite_chip

August 10, 2026
Through its investment, Ardian Semiconductor will support VSORA in accelerating its go‑to‑market strategy to strengthen the company’s recognition across the value chain and reinforce VSORA’s access to senior semiconductor industry expertise.

terafab

August 07, 2026
Terafab, a vertically integrated semiconductor fabrication plant in Grimes County, Texas, with over 100 million square feet of manufacturing space, will employ at least 3,000 people.

August 07, 2026
Taalas’ technology optimizes inference dataflows, reducing compute and memory bottlenecks associated with general-purpose architectures and enabling highly optimized AI inference capabilities.

Infineon-1

August 06, 2026
MediaTek has now qualified the Infineon 512 Mb Quad SPI NOR Flash, an automotive-grade NOR Flash memory solution, for use in its Dimensity Auto Cockpit platform C-X1.

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.

Liquide_gas_plant

August 06, 2026
Scheduled to begin operations in 2028, Air Liquide’s production unit will deliver large volumes of ultra-pure nitrogen, oxygen and argon, essential for manufacturing advanced memory chips.

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