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Global Smartphone Production Up 2.5% YoY in 2025 3/16/2026
The smartphone market in 1H 2025 benefited from China's subsidy programs, while 2H 2025 was supported by the traditional seasonal peak.
GE Aerospace to invest another $1B across US operations 3/16/2026
The engine maker’s plans will improve commercial and defense production in 17 states and create 5,000 jobs.
Rohm and Toshiba in talks about merging their power semi units 3/16/2026
Rohm and Toshiba are in discussions to merge their power semiconductor divisions to defend against low-cost Chinese competitors. Each company holds about 2.5% of the power semiconductor market. The talks follow Denso's proposal to acquire Rohm, and the merger could involve Denso taking over both Rohm and Toshiba's power semiconductor businesses.
Chip industry faces helium shortage after Qatar shutdown 3/16/2026
QatarEnergy's helium production facility at Ras Laffan has remained offline for nine days since Iranian drone strikes, removing 30% of the global helium supply. The disruption has raised concerns for South Korea's chip industry, which relies heavily on helium from Qatar to cool silicon wafers during fabrication. At the same time, SK Hynix has diversified its helium supplies and secured sufficient inventory, while Taiwan Semiconductor Manufacturing Co. does not anticipate a significant impact.
At AW 2026: Humanoid Robots Moving from Labs to Real-world Systems 3/13/2026
The AW 2026 expo in Seoul highlights a pivotal shift as humanoid robots move from research labs to industrial applications.
ASML makes breakthrough in EUV chipmaking tech 3/13/2026
Plans to increase speed by 50% by 2030 — new 1,000-watt light source fires three lasers at 100,000 tin droplets every second
IBM and Lam Research team up on High NA EUV dry resist to push chip scaling past 1nm 3/13/2026
Five-year collaboration targets nanostack devices and backside power delivery at sub-1nm nodes.
Center for chip manufacturing in space 3/13/2026
The UK Space Agency and SpaceForge have launched the $17-million National Microgravity Research Center at Swansea University's Center for Integrative Semiconductor Materials to develop advanced semiconductor materials in microgravity. SpaceForce plans to grow ingots in space, resulting in purer, more uniform crystals than those produced on Earth, especially for semiconductor materials.
Disciplined Supply Strategy Keeps DRAM and HBM Markets Tight 3/12/2026
Memory makers are wary of a post-AI bust, which will restrain their supply of DRAM.
AT&T To Expand Fiber, 5G Internet With $250 Billion Plan 3/12/2026
AT&T plans on spending the $250 billion through 2030, which include bolstering its fiber, 5G home internet and wireless network offerings in suburban and rural areas.
Denitrification process takes on semiconductor wastewater 3/12/2026
Samsung Electronics and Ecolab Water have jointly filed a patent for a semiconductor wastewater treatment system that uses a denitrification process to reduce nitrogen levels by more than 30%. The technology, which uses a three-stage process to convert nitrates into nitrogen gas, also lowers processing costs and minimizes sludge and odor.
NAND price leaps 50% overnight 3/12/2026
Phison’s inventory rose from NAND price leaps 50% overnightNT$35.6 billion to NT$50 billion between the end of 2025 and the last day of February 2026, supported by a loan of US $400-500 million.
Memory Allocation Crisis: The Hidden Infrastructure Bottleneck in the AI Era 3/11/2026
AI-driven memory demand squeezes legacy NAND and DRAM supply, creating critical infrastructure bottlenecks across embedded systems.
Qualcomm's new Arduino Ventuno Q is an AI-focused computer designed for robotics 3/11/2026
It marries a Qualcomm processor with a microcontroller and comes with 16GB of RAM.
Japan looking for $250bn semi output by 2040 3/11/2026
The Council for Japan’s Growth Strategy, chaired by Prime Minister Sanae Takaichi (pictured), has produced a plan be implemented in the sumner which includes a target of having $250 billion in domestic chip output by 2040, reports the Nikkei.
TI integrates TinyEngine NPU into MCU family 3/11/2026
Texas Instruments has introduced a family of real-time microcontrollers featuring the TinyEngine neural processing unit. This family of Arm Cortex-M33-based MCUs is designed for predictive maintenance and adaptive motor control, improving latency and power efficiency by offloading AI-based algorithms.
Global Smartphone Average DRAM Hits Record 8.4GB in 2025 3/10/2026
Global average smartphone DRAM reached 8.4GB in December 2025, up from 7.4GB in December 2024, according to Counterpoint Technology Market Research’s Handset Model Sales Tracker. OEMs largely kept memory configurations stable throughout 2025 instead of increasing the capacity across portfolios.
Top Five NAND Flash Suppliers Post 24% QoQ Revenue Growth in 4Q 2025 3/10/2026
The global NAND Flash industry continued to benefit from AI infrastructure build-outs in 4Q 2025.
Wolfspeed Unveils 10kV SiC Power MOSFET 3/10/2026
Wolfspeed has launched what is considered to be the industry's first commercially available 10kV SiC power MOSFET.
January semi sales up 46% y-o-y, says SIA 3/10/2026
January semi sales up 46% YoY says SIA
Price Rally Drives 4Q 2025 DRAM Revenue Up 30% 3/9/2026
Aggressive additional orders have driven a sharp increase in conventional DRAM contract prices, lifting total DRAM industry revenue to $53.58 billion in 4Q 2025.
Prices surge to highest level since 2022 as Middle East conflict escalates: PMI 3/9/2026
U.S. manufacturing activity expanded for the second month in a row, driven by new orders and backlog growth, as tariffs and rising oil prices inject uncertainty.
Manufacturing lost 12,000 jobs in February 3/9/2026
The plastics and rubber product and transportation equipment sectors lost the most jobs last month at approximately 4,200 and 4,000, respectively, the Bureau of Labor Statistics reported Friday.
SK hynix showcases advanced AI memory solutions at MWC 2026 3/9/2026
During the event, the Korean chipmaker displayed its latest products targeting the AI industry, including the sixth-generation high bandwidth memory, or HBM4, along with LPDDR6, the latest product in its LPDDR lineup.
Micron Opens Semiconductor Assembly and Test Facility in Gujarat 3/6/2026
Micron's semiconductor assembly and test facility in Sanand marks a significant step in advancing India's semiconductor ecosystem.
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