As memory giants wind down DDR4 production, DRAM prices are climbing, and now NAND prices are set to follow suit. According to Commercial Times, industry sources predict NAND price hikes in Q3, with products under 512Gb seeing the largest increases. As per TrendForce, while suppliers shift focus ...

Despite warning that geopolitical risks could stall revenue growth in 2026, ASML still expects strong demand for both EUV and DUV tools this year. In its latest earnings call, the Dutch chipmaking equipment giant announced it has shipped the first EXE:5200 — a next-gen High-NA EUV system geared fo...

South Korean battery equipment manufacturer PNT has announced its revenue target for 2026, aiming to reach KRW 1.5 trillion, a 50% increase from KRW 1 trillion in 2024. PNT CEO JoonSup Kim stated that this goal will be driven by the company’s expansion into new business areas, such as semicondu...

SOCAMM, dubbed “the next HBM"  is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...

ASML released its Q2 2025 financial results today. While second-quarter bookings exceeded market expectations, the company cautioned that it may fall short of growth in 2026, according to Reuters. As noted by its press release, ASML notes that while the fundamentals for AI customers remain strong...