Strong AI and Advanced Node Demand to Propel Semiconductor Equipment Investments Beyond $150 Billion for the First Time
MILPITAS, Calif. – Worldwide 300mm fab equipment spending is expected to increase 18% to $133 billion in 2026 and 14% to $151 billion in 2027, SEMI reported today in its latest 300mm Fab Outlook. This strong growth reflects surging AI chip demand for data centers and edge devices, as well as the growing commitment to semiconductor self-sufficiency across […]
Up Close with Heller Industries and SEHO Systems
Guests: David Heller – CEO, Heller Industries Markus Walter – CEO, SEHO Systems Paul Lancaster – VP of Sales & Marketing, Heller Industries Vivien Schöllkopf – Head of Marketing, SEHO Systems EMSNOW learns more about an exciting partnership announced at APEX 2026 by SEHO Systems and Heller Industries. These two great companies have complementary product […]
UK SMEs May Turn Back on Apprenticeships Amidst Economic Shocks
The UK’s small and medium sized businesses (SMEs) are bracing themselves for further economic shocks in the pipeline and are already struggling to fund apprenticeships – which threatens the skills provision required to power growth. Skills charity Enginuity, the former sector skills council dedicated to boosting skills provision in engineering and manufacturing, issued the warning […]
AI Server Demand to Drive Memory Contract Price Increases in 2Q26 as CSPs Secure Supply via Long-Term Agreements
Conventional DRAM contract prices expected to rise 58–63% QoQ in 2Q26; NAND Flash contract prices up 70–75% QoQ DRAM suppliers keep reallocating capacity toward server-related applications. Despite downside risks in certain end-market demand, overall supply remains tight, and prices continue to trend upward NAND capacity is increasingly allocated to enterprise SSDs, while consumer applications scale back amid […]