NEWS + INSIGHTS

Samsung pre-announced a record third-quarter 2026 operating profit of KRW 107.4 trillion, up 782.5% year on year, on revenue of about KRW 195T. The company attributed the result to HBM4 and memory price gains, according to TrendForce and Financial News. Reuters reports that Samsung and Micron…

Mouser's newsroom lists NXP Ara240 NPU stocking on Oct 5. In the same week it listed a Vishay 200A 80V MOSFET module (Oct 7). The brief does not give availability, pricing or lead-time details for either product. New stocking announcements show which edge-AI and power parts are becoming available…

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FindChips reports a 39-week authorized lead time on Micron MT41K256M16TW-107, names the MT41K as a last-time-buy candidate, and suggests ISSI and Nanya as second sources. TrendForce reports Q1 2026 DDR4 prices up to 50% with DDR3 in tight supply; Wccftech reports DDR4 prices over 50% in Q3 2026 with

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FindChips reports a 39-week authorized lead time on Micron's DDR3L MT41K256M16TW-107 and describes the MT41K as a last-time-buy candidate. It names ISSI and Nanya as possible second sources. Pricing is moving the same way. TrendForce reported that DDR4 led legacy memory higher in Q1 2026, with…

TrendForce forecasts that NOR flash pricing will split by density, with AI demand pulling high-capacity parts away from the rest of the market. Parts at 256Mb and above are expected to rise 90-110% in 2H26. Parts at 128Mb and below are forecast to rise 10-20% in 4Q26. The two forecasts cover…

Reports describe Murata raising prices 15-35% on selected AI-server, automotive and RF MLCCs from April 2026, with Samsung Electro-Mechanics, Taiyo Yuden and Yageo/Kemet reportedly following (eeNews Europe). The 15-35% figure is secondary-sourced and unconfirmed by Murata. The pressure is…

Vendor offers for server memory modules remain sharply reduced, and Baird forecasts server DDR5 up 15-20% in 4Q26 after about 20% in 3Q26. Buyers should plan purchases further ahead.

Micron's fiscal Q4 2026 report on Sept. 30 is being read mainly for forward guidance, especially whether Q1 FY27 revenue guidance tops $55B. Preview coverage cites fully booked 2026 HBM capacity and DRAM spot prices up 52% since January.