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May 26 2026
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Domestic DRAM Production Is Becoming a Supply Chain Priority

By Michael Stratton

Micron recently began producing advanced DRAM at its Manassas, Virginia facility, marking an important development for U.S. semiconductor manufacturing. The expansion is expected to support industries such as automotive, defense, industrial equipment, and medical technology,…

May 15 2026
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Why Automotive Memory Is Becoming a Long Lifecycle Risk

By Michael Stratton

Automotive memory is becoming a larger supply chain concern than many OEMs expected. Recent reporting from S&P Global Mobility found that automotive LPDDR4 prices were already up about 70% year over year by January 2026,…

May 13 2026
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Why High Bandwidth Memory Is Reshaping the Entire Semiconductor Market

By Michael Stratton

High bandwidth memory, commonly known as HBM, has quickly become one of the most important technologies in the semiconductor industry. Originally designed for high performance computing applications, HBM is now at the center of the…

Apr 29 2026
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What “Tight Supply” Actually Means in Today’s Semiconductor Market

By Michael Stratton

The semiconductor market is growing rapidly in 2026. Revenue forecasts have been revised upward, driven largely by strong demand for memory and artificial intelligence infrastructure. At first glance, this suggests a healthy and expanding industry.…

Apr 27 2026
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Semiconductor Supply Is Being Locked Up Earlier Than Ever

By Michael Stratton

A quiet shift is happening across the semiconductor industry. Supply is no longer just constrained. It is being secured earlier in the lifecycle, often long before it reaches the open market. This week’s signals reinforce…

Apr 21 2026
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Companies Are Racing to Control Their Own Chip Supply

By Michael Stratton

Across the semiconductor industry, a clear shift is underway. Companies are no longer content to rely entirely on external suppliers for critical components. Instead, they are moving upstream, investing in design, fabrication, and packaging capabilities…

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