NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Oct 11

18:28Impact score 60
Murata Completes Inductor Plant Expansion in Vietnam
Murata Manufacturing has completed the expansion of its inductor production facility near Ho Chi Minh City, Vietnam. Construction began in May 2025 and was finished after one year and five months. The company held a completion ceremony for the new building on October 8. The three-story building has a total floor area of 10,576 square meters, with the building alone costing about 3 billion yen, and the overall investment exceeding the original plan. The new facility will produce inductor coils for consumer electronics and automotive applications.
inductorMurata ManufacturingThe ElecCapacity Change
10:42Impact score 60
IPC makers expand US production as supply chains, tariffs shift
Industrial PC (IPC) makers are adding US manufacturing capacity as supply chains regionalize, tariff policy tightens, and government buyers press for local sourcing. The source frames this as a broader reordering of electronics production, with more high-value, time-sensitive work moving closer to North American customers. No specific manufacturers, expansion scale, or timelines are stated in the source.
Industrial PC (IPC)DigiTimes AsiaCapacity Change

Wed, Oct 7

21:54Impact score 60
TDK expands multilayer inductors for automotive power over-coax circuits
TDK expands the MLJ1608-G series multilayer inductors for automotive power-over-coax (PoC) circuits, with mass production starting in October 2026; the component provides 1.7 to 2 times higher impedance than conventional parts in the 100–700 MHz range, achieves high impedance up to 2 GHz, and has a 1608 footprint.
MLJ1608-G seriesTDK CorporationEE JournalCapacity Change
07:01Impact score 60
AMD CEO Lisa Su Says 2027 Will Bring a "Substantial" Supply Increase
AMD CEO Lisa Su announced plans to substantially increase chip supply in 2027, acknowledging current demand exceeds supply. She emphasized the need for more advanced wafer capacity to meet future needs. Bearish sentiment driven by future supply expansion plans.
Advanced Wafer CapacitySemiconductor ChipsAMD, TSMC and 4 totalTechPowerUpCapacity Change

Mon, Oct 5

23:30Impact score 65
[News] Micron Sees Tighter Memory Supply Through FY28: When Will the Big Three’s New Capacity Arrive?
Micron CEO Sanjay Mehrotra forecasts tighter supply-demand conditions in fiscal 2027 and 2028 compared to 2026, citing delayed capacity additions from the 'Big Three' until late 2028. This outlook contradicts previous expectations of gradual supply improvement and suggests a prolonged shortage period driven by infrastructure gaps.
DRAMNAND FlashHBMMicron Technology, Samsung Electronics and 3 totalTrendForceCapacity Change
22:00Impact score 60
ITEN Expands Powency Solid-State Battery Family to 1,500 μAh
ITEN expands its solid-state battery family with a 1,500 μAh device and reaches a 30 million unit/year production capacity milestone at its French pilot plant. This expansion targets IoT and MedTech applications requiring higher energy density. Impact: Neutral (Capacity increase signals future supply growth).
Solid-state batteriesMicro-batteriesITENPower Electronics NewsCapacity Change

Fri, Oct 2

13:58Impact score 75
LG Electronics, LS Electric target AI data center bottlenecks with US cooling capacity, 345kV power deals
LG Electronics is expanding chiller capacity in the US and South Korea, while LS Electric secured a $133.41 million contract to supply ultra-high-voltage transformers for a North American hyperscale AI data center. This addresses critical bottlenecks in high-density computing infrastructure. Bullish: Demand for cooling and power transmission components is surging.
ChillerTransformerLG Electronics, LS ElectricDigiTimes AsiaCapacity Change

Mon, Sep 28

00:01Impact score 60
Samsung Electronics Shifts Sub-10nm DRAM Strategy to 'D0a' — Accelerating with Hybrid Bonding. 📰 News Source: https://buff.ly/EsSpJjJ
Samsung Electronics is accelerating its sub-10nm DRAM production strategy by shifting to the D0a node and utilizing hybrid bonding technology. This roadmap update indicates a focus on increasing capacity and efficiency for next-generation memory. The expansion of production capacity is likely to exert downward pressure on spot prices.
DRAMSamsung ElectronicsTrendForce Official (Market Data)Capacity Change

Sun, Sep 27

00:01Impact score 60
Samsung Might Boost HBM4 Chip Production 2.5x by 2027 as Redhot AI Chip Demand Continues. 📰 News Source: https://buff.ly/3iZUCha
Samsung Electronics plans to increase HBM4 production capacity by 2.5 times by 2027 to meet surging AI chip demand. This significant expansion signals a future supply increase, which typically exerts downward pressure on spot prices.
HBM4Samsung ElectronicsTrendForce Official (Market Data)Capacity Change

Fri, Sep 25

18:53Impact score 90
TSMC Begins A14 Pilot Production, Risk Production Next Year
TSMC has initiated pilot production for its 1.4nm A14 node at its Hsinchu facilities, with risk production scheduled for 2027. This early success suggests the timeline for high-volume manufacturing in 2028 may be accelerated. The advancement positions TSMC ahead of competitors like Samsung and Intel in the angstrom era.
Logic ChipsTSMCTechPowerUpCapacity Change

Thu, Sep 24

15:55Impact score 65
CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM
Samsung and SK Hynix are shifting production capacity to HBM, tightening conventional DRAM supply and allowing CXMT to gain market share without price competition. This structural shift is bullish for DRAM pricing.
DRAM HBMSamsung Electronics, SK Hynix and 3 totalDigiTimes AsiaCapacity Change

Tue, Sep 22

21:00Impact score 60
TDK Expands Compact 500V Snap-In Capacitors for AI Servers
TDK expands its B43645-B43661 series aluminum electrolytic capacitors to 500V rated voltage for AI server power supplies. This capacity expansion targets high power density requirements in data centers.
Aluminum electrolytic capacitorsSnap-in capacitorsTDK CorporationPower Electronics NewsCapacity Change

Fri, Sep 18

23:34Impact score 15
China's premier memory maker CXMT eyes producing flash for SSDs, report claims — 3D NAND research and development line rumored for its second manufacturing facility near Beijing
Chinese DRAM maker CXMT plans to build a 3D NAND R&D line at its second Beijing facility, targeting AI and supercomputing applications. The project is still in the early stages, with no operational timeline or technical details confirmed.
NAND Flash3D NANDCXMT, YMTCTom's HardwareCapacity Change

Thu, Sep 10

16:05Impact score 60
Scanfil expands Myslowice plant to become its largest factory in Europe
Scanfil is expanding its Myslowice plant in Poland by 6,000 sqm, bringing the total area to approximately 36,000 sqm. The expansion, driven by organic growth and new customer wins, is scheduled for Q1 2028.
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ScanfilEvertiqCapacity Change

Wed, Sep 9

12:28Impact score 90
SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens
SEMIFIVE has begun mass production of the HyperAccel data center inference accelerator using Samsung Foundry's 4nm process. Samsung's Pyeongtaek SF4 line remains at full utilization, indicating tight capacity for the node. This signals a bullish supply outlook for 4nm AI accelerators.
AI AcceleratorSEMIFIVE, Samsung ElectronicsDigiTimes AsiaCapacity Change

Thu, Sep 3

23:29Impact score 65
[News] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With Rivals
Micron plans to increase HBM capacity by 60,000 wafers/month, reaching 100,000 by year-end, focusing on 12-Hi HBM4 for NVIDIA. This expansion aims to close the gap with rivals Samsung and SK hynix. Bearish: Increased supply will likely put downward pressure on HBM prices.
HBMHBM412-Hi HBM4Micron Technology, Samsung Electronics and 3 totalTrendForceCapacity Change
14:47Impact score 60
iPronics récolte 125 millions de dollars dans le but de développer les réseaux optiques programmables destinés aux centres de données dédiés à l’IA
iPronics raised $125M Series B led by Maverick Silicon and Light Street Capital, with NVIDIA participating, to accelerate commercialization of silicon photonics optical switching for AI data centers. This funding supports scaling high-density optical solutions to meet the growing bandwidth and energy efficiency demands of AI workloads.
Optical Switching Silicon PhotonicsOptical InterconnectsiPronics, NVIDIA and 4 totalGlobeNewswire SemiconductorsCapacity Change

Thu, Aug 27

00:13Impact score 62
YMTC Wants to Overtake Samsung and SK hynix to Become World's Largest NAND Maker
YMTC plans to raise $5 billion via IPO to upgrade facilities and become the world's largest NAND maker by 2027. The company surpassed Samsung and SK hynix in Q2 with 22% YoY shipment growth. This capacity expansion plan signals increased supply, exerting bearish pressure on NAND Flash prices.
NAND FlashYMTC, Samsung Electronics and 3 totalTechPowerUpCapacity Change

Wed, Aug 26

08:44Impact score 40
TSMC's 310mm push threatens Samsung's PLP lead
Samsung commercialized FOPLP first, but TSMC is pushing 310x310mm panel formats, threatening Samsung's lead in packaging technology.
PLPFOPLPSamsung Electronics, TSMCDigiTimes AsiaCapacity Change

Thu, Aug 20

17:34Impact score 60
YMTC’s move to pursue an A-share listing shortly after CXMT underscores China’s clear ambition to capture a larger share of the NAND market. After s...
YMTC plans an A-share IPO to fund capacity expansion, surpassing Kioxia to become the world's third-largest NAND supplier. This move signals a shift from policy support to global competition. Bearish: Expansion plans suggest future supply increases.
NAND FlashYMTC, Kioxia and 4 totalTrendForce Official (Market Data)Capacity Change

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Oct 11

Murata Completes Inductor Plant Expansion in Vietnam

IPC makers expand US production as supply chains, tariffs shift

Wed, Oct 7

TDK expands multilayer inductors for automotive power over-coax circuits

AMD CEO Lisa Su Says 2027 Will Bring a "Substantial" Supply Increase

Mon, Oct 5

[News] Micron Sees Tighter Memory Supply Through FY28: When Will the Big Three’s New Capacity Arrive?

ITEN Expands Powency Solid-State Battery Family to 1,500 μAh

Fri, Oct 2

LG Electronics, LS Electric target AI data center bottlenecks with US cooling capacity, 345kV power deals

Mon, Sep 28

Samsung Electronics Shifts Sub-10nm DRAM Strategy to 'D0a' — Accelerating with Hybrid Bonding. 📰 News Source: https://buff.ly/EsSpJjJ

Sun, Sep 27

Samsung Might Boost HBM4 Chip Production 2.5x by 2027 as Redhot AI Chip Demand Continues. 📰 News Source: https://buff.ly/3iZUCha

Fri, Sep 25

TSMC Begins A14 Pilot Production, Risk Production Next Year

Thu, Sep 24

CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM

Tue, Sep 22

TDK Expands Compact 500V Snap-In Capacitors for AI Servers

Fri, Sep 18

China's premier memory maker CXMT eyes producing flash for SSDs, report claims — 3D NAND research and development line rumored for its second manufacturing facility near Beijing

Thu, Sep 10

Scanfil expands Myslowice plant to become its largest factory in Europe

Wed, Sep 9

SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens

Thu, Sep 3

[News] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With Rivals

iPronics récolte 125 millions de dollars dans le but de développer les réseaux optiques programmables destinés aux centres de données dédiés à l’IA

Thu, Aug 27

YMTC Wants to Overtake Samsung and SK hynix to Become World's Largest NAND Maker

Wed, Aug 26

TSMC's 310mm push threatens Samsung's PLP lead

Thu, Aug 20

YMTC’s move to pursue an A-share listing shortly after CXMT underscores China’s clear ambition to capture a larger share of the NAND market. After s...

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