A US NAND factory could reshape storage supply, but not yet for Apple

appleinsider.com Sep 19, 2026

A US NAND factory could reshape storage supply, but not yet for Apple

Curated by Shubham · TechCapsules · Sep 19, 2026

AI-summarised brief · reviewed before publication

Solidigm, the storage‑chip subsidiary of South Korea’s SK Hynix, is weighing the construction of a NAND flash factory in the United States, according to three sources familiar with the talks. The site under consideration is Upstate New York, which would shift part of the company’s production away from China amid growing U.S. pressure for foreign chipmakers to localise manufacturing. No formal agreement has been reached; details such as investment size, production capacity and the build timeline remain unsettled. Solidigm said it routinely assesses options to boost long‑term competitiveness, while SK Hynix confirmed it is reviewing possibilities but has not committed to any specific project. The initiative would be distinct from SK Hynix’s separate discussions about memory production at Intel’s planned Ohio plant.

💡 Why It Matters

· A U.S.
· NAND fab would diversify the supply chain for smartphones, PCs and data‑center servers, reducing reliance on Chinese facilities at a time of heightened geopolitical tension.

Capsules Semiconductors

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SiC Lateral High Voltage Bi-Directional Field Effect Transistor

Researchers have unveiled a silicon‑carbide lateral high‑voltage bi‑directional field‑effect transistor that can conduct current and block voltage in both forward and reverse directions. The device replaces the conventional practice of pairing two separate SiC chips by embedding bidirectional capability within each unit cell, and adds a Schottky diode to improve conductivity. Its lateral architecture enables compact integration into complex power‑electronics ICs, targeting applications such as current‑source inverters, matrix converters, bidirectional EV chargers and renewable‑energy converters. By shrinking chip area and boosting manufacturing yield, the new FET promises higher efficiency, higher temperature operation and reduced system size compared with traditional SiC MOSFETs that block voltage only one way. The innovation simplifies thermal management and lowers parasitic inductance, enhancing performance in drives.

💡 By collapsing two chips into a single cell, designers can shrink inverter modules enough to fit tighter vehicle packages while meeting stringent efficiency targets.

ommcomnews.com · Sep 19

SEMICON India 2026 Records 25 Key Tie-Ups Across Semiconductor Value Chain

On the second day of SEMICON India 2026, officials announced 25 new collaborations spanning the semiconductor value chain, from manufacturing and materials to packaging, power electronics and workforce development. Tata Electronics signed MoUs with INOX Air Products, Sumitomo Chemical and Kelington Engineering to localise high‑purity gases, wet chemicals and fab‑readiness infrastructure, while also partnering with Enomoto to boost lead‑frame packaging R&D. C‑MET and Hindalco agreed to scale critical raw‑material production, and the Ministry of Power teamed with POWERGRID to indigenise silicon‑carbide modules for a 1,000 MW HVDC project in Bihar. L&T Semiconductor Technologies forged deals with Virtual Forest, Newen Systems and Fimer India to develop power‑electronics solutions for renewable energy, AI data centres and HVAC. India Deep Tech Alliance reported $263 million invested in 56 deep‑tech firms, and the exhibition attracted nearly 12,000 visitors and over 600 exhibitors, including 300 international participants.

💡 The wave of domestic‑foreign partnerships accelerates India’s push for a self‑sufficient semiconductor supply chain, directly supporting critical infrastructure projects and renewable‑energy targets.

edexlive.com · Sep 19

Madhya Pradesh targets chip manufacturing clusters across Bhopal and Indore to drive…

Madhya Pradesh Chief Minister Mohan Yadav announced plans to develop Bhopal, the Indore‑Ujjain metropolitan area and other regions as semiconductor manufacturing hubs after inaugurating a semiconductor lab at the state pavilion during SEMICON India 2026 in New Delhi. Yadav highlighted the state’s investor‑friendly policies, extensive land bank, reliable power supply, skilled workforce and stable law‑and‑order environment as advantages for attracting domestic and foreign chip makers. He said the initiative will create technical jobs for youth and foster skill development, positioning the state as a key node in India’s broader push to expand local semiconductor production and secure a stronger role in global electronics supply chains. The government will host a major semiconductor event in Indore on October 23‑24 to further court investors.

💡 By turning central India into a chip‑making corridor, Madhya Pradesh could accelerate the nation’s self‑reliance agenda and draw high‑tech investment to a region traditionally outside the electronics map.

semiconductor-digest.com · Sep 18

GlobalFoundries and Marvell Expand Collaboration for Next-Generation Optical Connectivity

GlobalFoundries and Marvell Technology have signed an expanded multi‑year agreement to boost capacity for GF’s silicon‑germanium (SiGe) production at the Burlington, Vermont fab. The deal targets the growing need for high‑speed optical interconnects in AI‑driven data centers, focusing on next‑generation pluggable transceivers, Near‑Packaged Optics (NPO) and Co‑packaged Optics (CPO). GF’s SiGe portfolio delivers the frequency, signal integrity and power efficiency required for 200 Gb/s‑per‑lane links and is positioned for faster generations as bandwidth demands rise. The partnership builds on more than a decade of collaboration, adding significant manufacturing capability to meet Marvell’s scaling requirements and to support emerging AI and cloud infrastructure. Both companies will also co‑develop advanced packaging that merges SiGe with silicon photonics, aiming to shorten delivery for 400 Gb/s solutions. The expanded capacity also supports emerging 800 Gb/s standards expected in hyperscale networks.

💡 By securing more SiGe output, Marvell can roll out higher‑bandwidth optical modules faster, giving AI‑focused operators a tangible performance edge as data traffic spikes.

me.mashable.com · Sep 18

Samsung’s memory price hike could drive up the cost of iPhones in…

Apple has agreed to Samsung Electronics’ new pricing for LPDDR5X RAM and NAND flash memory that will take effect in the first quarter of 2027, according to South Korean industry reports. The deal raises Apple’s component cost to roughly $2 per gigabit for DRAM and $0.33 per gigabit for NAND, representing a 30‑40 % increase over Samsung’s 2026 baseline rates of $1.50 and $0.26 respectively. Analysts say the higher bill of materials could force Apple to lift iPhone retail prices again, following a recent $100 price bump across its current lineup. Samsung offered similar terms to Chinese rivals Oppo and Vivo, but they declined and are seeking alternative suppliers. The renegotiation reflects tightening semiconductor supply driven by AI data‑center demand.

💡 Higher memory costs could push Apple’s flagship pricing into a new tier, testing consumer willingness to pay premium prices for incremental upgrades.

business-standard.com · Sep 18

Semiconductor sector now ranks third globally in profits, says SEMI CEO

Ajit Manocha, president and chief executive officer of Semiconductor Equipment and Materials International (SEMI), told a fireside chat that the global semiconductor industry has become the third‑most profitable industrial sector. He linked the surge to heightened demand for artificial‑intelligence chips and pandemic‑driven reliance on devices such as laptops and smartphones for telemedicine and remote schooling. Manocha highlighted the technology’s expanding role in automotive, healthcare, defense and emerging applications like gene editing and assistive devices. He noted India’s growing attractiveness for chip manufacturing after the 2021 launch of the India Semiconductor Mission, citing a projected domestic chip demand of $100‑$110 billion by 2030. Manocha urged India to accelerate capability building, strategic investments and STEM talent development to capture the next growth phase.

💡 India’s rapid scaling of semiconductor capacity could reshape global supply chains, giving the country leverage in a market projected to exceed $100 billion within five years.