Episil and its epitaxy-focused subsidiary Episil Precision, spanning both silicon (Si) and wide-bandgap semiconductors such as silicon carbide (SiC) and gallium nitride (GaN), told investors on Sept. 17 that its SiC and GaN businesses sank to a low point in the first half of 2025. The company expects recovery only by the fourth quarter.

South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory manufacturers redirecting production capacity toward higher-margin high-bandwidth memory (HBM), now in high demand for AI applications.

Murata Manufacturing, the world’s largest MLCC producer, is reinforcing its strategy around quality in the face of intensifying competition from Chinese manufacturers. The company remains committed to defending the “volume zone” of its core markets, betting that further improvements in quality and production efficiency will sustain its competitive edge, even as rivals make inroads into lower-priced segments.