Sunday, July 19, 2026

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Semiconductors

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...

Samsung, SK Hynix and Micron intensify race for “auto memory” as demand surges with autonomous driving

The market for memory chips inside vehicles is becoming a new battleground for the world’s top semiconductor makers, with Samsung Electronics, SK Hynix and...

GM and Micron Sign Long-Term Deal to Secure Chips for Next-Gen Vehicles

General Motors has struck a long-term chip supply and innovation partnership with Micron Technology, aiming to secure the memory and storage components needed for...

Global EV Traction Inverter Installations Remain Resilient in 1Q26 Despite Seasonal Slowdown

TrendForce's recent report on EV traction inverters shows that in the first quarter of 2026—usually the industry's slowest season—global installations hit around 6.82 million...

Chinese EV Makers Reportedly Hike Prices by Up to RMB 6,000 as Auto Memory Costs Surge 180% in 3 Months

Rising automotive memory prices are starting to ripple through China’s auto market. According to IThome, citing CCTV News, more than 10 Chinese new-energy vehicle...

Onsemi Reportedly Plans Up to 300 Job Cuts in Czech Plant as Low-cost Chinese SiC Competition Intensifies

Amid intensifying competition from Chinese players, Onsemi is reportedly under mounting pressure, with up to 300 job cuts planned at its Rožnov pod Radhoštěm...

SiC, GaN Oversupply to Persist Despite EV and AI Demand

The third-generation semiconductor market — led by silicon carbide (SiC) and gallium nitride (GaN) — finds itself at a crossroads as the twin forces...

Memory chip crunch squeezes China’s automakers as AI demand soaks up supply

A global shortage of memory chips driven by surging demand from artificial intelligence data centers is spilling into China’s auto industry, forcing carmakers to...

Inside Mitsubishi Electric, Rohm, Toshiba Talks and Denso’s Move: Japan’s Power Chip Consolidation Push

Japan’s power semiconductor industry may be moving toward a major consolidation. According to Nikkei, sources say Mitsubishi Electric, Rohm, and Toshiba are preparing to...

Tesla Reportedly Ramps TeraFab Hiring in Taiwan; TSMC Talent Seen as Primary Target

Elon Musk’s TeraFab chip plant, reportedly a $20 billion to $25 billion push into 2nm chips, is ramping talent recruitment, drawing attention as the...

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