Memory shortages set to persist into 2028, warns Micron CEO

eurogamer.net Oct 3, 2026

Memory shortages set to persist into 2028, warns Micron CEO

Curated by Shubham · TechCapsules · Oct 3, 2026

AI-summarised brief · reviewed before publication

Micron warned investors that global RAM shortages will persist through 2028, with most of next year’s production already sold. CEO Sanjay Mehrotra said demand will outstrip supply, pushing prices well above 2026 levels and leaving the industry’s supply‑demand balance “only getting tighter.” Capacity is largely booked for high‑bandwidth memory (HBM) used in AI datacenters, leaving little for consumer‑grade DRAM and driving up costs of consoles, PCs and other electronics. Micron plans new factories in 2028 backed by $25 billion capex, but executives cautioned that additional significant capacity will not provide immediate overall relief. The firm reported an 83% gross margin for its cloud‑memory unit and a 90% margin for core datacenter DRAM, while global SSD sales neared $10 billion, up 1,000% year‑on‑year.

💡 Why It Matters

· Consumers and AI developers will face sustained price pressure, forcing manufacturers to redesign product roadmaps and accelerating investment in alternative memory technologies.

Capsules Semiconductors

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Fort Worth could be in line for a $1.3 billion chip testing…

AeternZ Semiconductor Testing Corp., a subsidiary of Taiwan’s King Yuan Electronics, is weighing a $1.3 billion, 23‑acre chip‑testing plant at 273 W. Everyman Parkway in Fort Worth. The city council will review a tax‑abatement request on Oct. 27. King Yuan plans to spend at least $1 billion on real‑property and $300 million on equipment, though details are sparse. The firm supplies wafer probing, final‑product test and assembly services to Nvidia and other semiconductor makers. Reuters reported the company announced a $1.4 billion U.S. investment in June to expand its supply chain. If approved, the Fort Worth site would become the largest of several recent Taiwanese electronics projects in the city, joining Wistron’s $761 million AI supercomputer facilities and Foxlink’s new plant that together promise over 1,700 significant jobs.

💡 Fort Worth’s bid to host the nation’s biggest chip‑testing facility could cement the city as a pivotal hub in the U.S. semiconductor supply chain, attracting further high‑tech investment.

thequantuminsider.com · Oct 3

New Method Generates Photons That Are Virtually Indistinguishable

Researchers from Paderborn University, the University of Basel, and Ruhr University Bochum have increased the indistinguishability of photons emitted by semiconductor quantum dots from 60 % to 90 % by embedding the dots in a specially designed optical cavity. The cavity accelerates biexciton decay, producing photons that are nearly identical in time and frequency, essential for quantum entanglement and interference. The study, published in Physical Review Letters, also shows that photon purity can be optimized, with remaining limits set by lattice vibrations.

💡 The breakthrough brings practical, high‑quality single‑photon sources closer to deployment in quantum networks, where error rates must be minimized for secure communication and scalable computing.

semiconductor-digest.com · Oct 3

EMD Electronics Opens New R&D Facility in Wisconsin

EMD Electronics, the North American arm of Merck KGaA, opened a 38,000‑square‑foot research and development center in Sheboygan Falls, Wisconsin. The new facility houses eight purpose‑built laboratories covering discovery, development, qualification, and packaging, and integrates synthesis, scale‑up, and technology transfer functions. It aims to accelerate advanced materials for next‑generation semiconductors, support AI‑driven device complexity, and reduce environmental impact with renewable energy and a target LEED Gold certification. The project is part of a $200 million U.S. expansion under a $1 billion five‑year investment plan.

💡 By co‑locating R&D, scale‑up, and transfer capabilities, EMD can shorten the path from laboratory discovery to commercial production, directly addressing the semiconductor industry’s urgent need for materials that meet AI‑driven performance demands.

semiconductor-digest.com · Oct 3

Northrop Grumman Rebrands Wideband GaN Technology as FORTITUDE, Targets RF System Integration

Northrop Grumman has rebranded its wideband gallium‑nitride (GaN) chip as FORTITUDE™ after a redesign of its Super Lattice Castellated Field Effect Transistor. The rice‑sized device processes large swaths of the electromagnetic spectrum on a single die, delivering three times the power and twenty times better signal quality than prior solutions. By consolidating dozens of components, FORTITUDE™ reduces weight and power consumption for satellite, radar, GPS, electronic‑warfare and emerging 6G platforms. The technology, developed in the United States for both commercial and defense customers, promises simpler RF system architectures and higher‑performance communications for next‑generation platforms. Northrop Grumman expects the chip to accelerate integration cycles, enabling manufacturers to shrink antenna arrays and lower thermal budgets while meeting stringent aerospace reliability standards significantly.

💡 By collapsing multiple RF blocks onto a single GaN die, FORTITUDE™ gives system designers a path to lighter, more power‑efficient platforms, a critical edge for both defense payloads and commercial 6G rollouts.

semiconductor-digest.com · Oct 2

Semiconductor Quantum-Dot Resonator Improves Single-Photon Quality for Quantum Systems

Researchers from Paderborn University, the University of Basel and Ruhr University Bochum have demonstrated that semiconductor quantum dots embedded in an optical resonator can emit single photons and photon pairs with unprecedented indistinguishability. By exploiting the biexciton‑cascade decay within a cavity, the team accelerated and controlled photon emission, raising indistinguishability from about 60 % to 90 %. The resonator also allows adjustment of photon purity, with remaining limitations traced to phonon‑induced vibrations. The findings, published in Physical Review Letters, align closely with theoretical predictions and suggest a pathway to even higher‑quality photon sources. The work builds on Basel’s long‑standing quantum‑dot research and highlights the cavity’s role in mitigating temporal correlations that previously degraded photon quality.

💡 Near‑perfectly identical photons dramatically lower error rates in quantum computing and communication, bringing scalable photonic quantum technologies closer to reality.

semiconductor-digest.com · Oct 2

What’s in the October Issue?

Semiconductor Digest’s October issue offers exclusive articles covering supply chain resilience, thermal management, advanced packaging, and material innovations. Readers can access the content online or obtain a print copy at SEMICON West booth #3402. The issue includes editorials on supply chain salutes, technical pieces on optimizing thermal loops, and analyses of rapid TGV development. Additional sections discuss atomic layer deposition cleanliness, vacuum management, and advanced thermoplastics for wafer handling. The publication also features industry observations on talent pipelines, AI integration, and renewable energy technologies.

💡 The issue spotlights critical supply chain strategies and cutting‑edge materials that directly influence U.S. semiconductor competitiveness. It provides actionable insights for manufacturers seeking to enhance efficiency and sustainability.