Providing a visual overview of the NAND industry and key insights of its market.

Samsung S3JU100 AME report: key device metrics, TEM-EDS/EELS analysis, and image folders highlighting critical memory features.

Innoscience faces losses despite sales growth in 8-inch GaN. Its future depends on higher revenue and fab usage. Read the full analysis for details.

iPhone Air: Apple’s thinnest iPhone with A19 Pro chip for speed & AI, N1 for wireless, C1X modem, and smart power control for efficiency.

AI is reshaping semiconductors, pushing growth past $1T and driving new chip designs, memory integration, and advanced packaging beyond Moore’s Law.

Update to Discrete and Power Cost and Price Model 2025

Global smartphone sales may rise 0.6% in 2026; NA & Europe outlook improves, emerging markets dip. Asia-Pacific stays largest, led by China, India, US, Brazil, Indonesia.

Smartphone sales forecast up for 2025–27 on strong iPhone 17 and easing tariffs; down for 2028–30 amid price swings, policy uncertainty, and used phone demand.

Smartphone shipments to grow 2% in 2025, flat in 2026; Apple to overtake Samsung as top vendor between recovery and eased tariffs.

Synaptics Astra SL2610 Taps Coral for AI at the IoT Edge 2 Min Read December 8, 2025 Astra SL2610: Smart chip for IoT devices with fast cores, built-in AI, strong security, and easy wireless add-ons like Wi-Fi and Bluetooth. The Synaptics Astra SL2610 is a new series of embedded processors aimed at

Strategic Cost and Price Model 2 Min Read December 8, 2025 Detailed cost and price model for 300mm wafer fabs, projecting Logic, DRAM, 3DNAND to 2030; latest update covers YMTC 3DNAND. The Strategic Cost and Price Model is the world’s most detailed cost and price model of 300mm wafer fabs. The model

The Memory Embedded and Emerging Briefing presentation discusses trends leading to optimistic market forecasts, emerging storage NVM devices (including MRAM, PCRAM, ReRAM, FeRAM, eFLASH) and anticipated market trends focused on deeper integration and scaling technologies.