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2026-07-17

[News] Samsung Reportedly Holds Back High-NA EUV Mass Production to Contain Costs Ahead of Foundry Turnaround

Intel has become the first company to deploy ASML's High-NA EUV in mass production for selected layers of its 18A Panther Lake processors. However, Samsung Electronics has yet to follow despite already installing two High-NA EUV systems. According to Chosun Ilbo, industry observers believe the compa...

2026-07-17

[News] Memory Patent War Escalates: Kioxia Hit With $229M Viasat Verdict; Samsung Faces Netlist ITC Probe

The memory boom is fueling not only demand for chips but also a wave of patent disputes among industry players. Reuters reports that a Texas federal jury ordered Kioxia, Japan’s NAND flash leader, to pay $229 million to Viasat after ruling that the company infringed a patent related to memory tech...

2026-07-17

[News] Micron Expands Long-Term Memory Deals with 7 Auto Clients; Qualcomm, Harman Draw Attention

Micron is expanding its Strategic Customer Agreements (SCAs) with a fresh batch of automotive partners as it moves to secure more long-term demand visibility. The company, in a press release, announced long-term supply deals with seven automotive customers, with Qualcomm and Samsung subsidiary Harma...

2026-07-17

[News] How Much Memory Does a Modern Vehicle Need? Smart Cars May Pack 100GB+ DRAM, Up to 1.5TB NAND

Memory shortages and rising prices have become so severe that even Apple has raised the prices of some Macs. Yet beyond smartphones, PCs, and AI data centers, the automotive industry is quietly emerging as a major consumer of memory. So, how much memory does a modern vehicle actually need? Micron pr...

2026-07-17

[News] Intel’s Abandoned German Fab Site: Could Memory Startup FMC Be the Next Contender?

As Intel moves ahead with its European expansion through a €5 billion ($5.7 billion) investment to ramp up Intel 3 production at Fab 34 in Ireland, its scrapped €30 billion German fab project remains a stark contrast, with the site’s future now drawing market attention. According to German med...

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