MLC NAND Spot Prices Reportedly Triple Since Late 2025 as Samsung, Kioxia Exit Supply
As global memory makers pivot toward high-capacity solutions and steadily phase out legacy 2D NAND, supply of low-capacity, general-purpose NAND chips is tightening sharply, sending spot prices soaring. According to Chosun Ilbo, 64Gb MLC NAND spot prices have surged more than 300% from end-2025 levels, recently trading in the $20–28 range. Major NAND suppliers are aggressively shifting […]
Why Electronics is at the Center of the New Industrial Strategy Debate
Three influential Substack essays are reshaping the debate on industrial strategy, technology competition, and the electronics industry. They show how falling costs in the electric stack and China’s strength in modular manufacturing are redefining global competitiveness. They also highlight why mature-node semiconductors remain strategically critical alongside AI and leading-edge chips. By Chris Mitchell, chief advocacy […]
IMI Shifts From Turnaround Mode To Focused Growth – with CEO Lou Hughes
They didn’t just trim costs. They rewired the business for the next growth cycle. Philip Stoten sat down with Lou Hughes, CEO of IMI (Integrated Micro-Electronics Inc.), to unpack a pivotal year that includes sharp net debt reduction, major site consolidation, and a clear shift from stabilization to expansion. If you care about EMS strategy, […]
Scanfil Signs Agreement with Leading Industrial Automation Company
Scanfil has signed an agreement with a leading industrial automation company, part of a global technology group, strengthening its position in demanding industrial automation and electronics manufacturing applications. The initial scope of the agreement represents a business volume of EUR 25 million. Scanfil production network will support the customer’s global supply chain, manufacturing, and sustainability […]
Incap India invests in testing and SMT upgrades to scale production
Incap India has completed the installation of a new flying probe test system and a full SMT (Surface-Mount Technology) line upgrade at its Tumkur factory. The approximately EUR 1.53 million investments increase the factory’s production capacity and improve operational efficiency. The investments support growing customer demand for testing smaller and more complex products and enable […]