Q1 2026 Quarterly Market Insights - Flipbook - Page 15
Renesas
Renesas Electronics launched its **cloud-based design platform “Renesas 365” with Altium to simplify and
accelerate embedded system development.
Renesas Electronics forecast higher consolidated revenue and improved profitability in Q1 2026 as
data-centre and industrial demand offsets automotive weakness.
Renesas Electronics entered discussions with SiTime on the potential sale of its timing business to sharpen
focus on core semiconductor growth areas.
Samsung
Samsung Electronics is expanding DRAM production capacity at its Pyeongtaek facility to boost
6th-generation 1c DRAM output for HBM4 memory to meet rising AI demand.
Samsung Electronics’s foundry business is showing recovery with fab utilization rising toward ~60 % in early
2026, narrowing prior losses.
Samsung Electronics is set to discuss memory chip supply partnerships with AMD’s CEO amid global AI
memory demand surges.
Siemens
Siemens and NVIDIA expanded their strategic partnership to build an Industrial AI Operating System for
next-generation smart factories and digital twin solutions.
Siemens unveiled Digital Twin Composer at CES 2026, a new industrial metaverse software to accelerate
AI-driven product and factory simulation.
Siemens’ industrial software was adopted by Inventec to improve server and notebook
design-for-manufacturing efficiency globally.
Company - Specific Updates
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