Category: Memory
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CEA-Leti and GlobalFoundries are extending FD-SOI research through Europe’s FAMES. The pilot line targets low-power, sovereign silicon for advanced applications.
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Semiconductor equipment billings hit a new quarterly record in 2026. SEMI’s Q1 figures show capital spending concentrated around leading-edge logic, DRAM, and advanced packaging as AI infrastructure keeps pulling investment towards wafer fabrication and package-level integration.
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Bull and Foxconn will manufacture AI and cloud infrastructure across France and the Czech Republic. The partnership targets AI factories, neo-cloud providers, enterprises, and research institutions, with an initial investment expected to exceed €120m.
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Longsys has introduced AIDIMM and AILPBGA memory products. The devices target local AI inference, compact embedded systems, and edge compute platforms under memory, bandwidth, power, and thermal constraints.
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Samsung has begun shipping 12-layer HBM4E samples to major customers. The devices target AI accelerators and data-centre systems with 48GB stacks, 14Gbps pin speed, and up to 3.6TB/s bandwidth.
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Micron has started 1-alpha DRAM manufacturing at its Virginia fab. The ramp strengthens long-lifecycle DDR4 and LPDDR4 supply for automotive, aerospace, defence, industrial, networking, and medical electronics.
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Rambus has introduced a DDR5 9600 client memory module chipset for CUDIMM, CQDIMM, and CSODIMM designs in future AI PCs, workstations, and notebooks.
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Nvidia has reported record first-quarter revenue of $81.6bn, as AI infrastructure demand continues to reshape processor, memory, networking, and power design.
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AI server growth is putting renewed pressure on high-capacitance MLCC availability, pulling passive components back into design and sourcing risk.
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Kioxia has introduced the BG8 SSD series for OEM systems. The PCIe 5.0 drives use eighth-generation BiCS FLASH 3D NAND and target compact client designs requiring higher storage performance without moving away from small M.2 form factors.