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DigiTimes
AP Memory secures PSMC, ASE capacity ahead of 2027 IPD ramp
AP Memory has reported a profitable second quarter, indicating an increasing demand for its products. With a focus on growth starting in 2026, AP Memory has secured additional manufacturing capacity from PSMC and ASE, which are crucial for scaling up its Stack Silicon Capacitor (S-SiCap) product. This strategic move is aimed at addressing anticipated IoT memory needs, signaling optimism despite warnings of a potential chip glut by 2028.
MonitorConfidence: HighMid term horizon
Published 7 Aug 2026, 08:20 UTC1 min read
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Summary
TL;DR
- AP Memory posted higher revenue and profit in Q2.
- The company expects growth to begin in 2026.
- Demand for IoTRAM is driving future expansion.
- S-SiCap product ramp-up is a key focus.
- Capacity secured from PSMC and ASE ahead of 2027.
Interesting facts
- The memory market might face an oversupply by 2028 as chipmakers expand.
- AP Memory's S-SiCap product is designed for efficiency in IoT applications.
- Strong performance in Q2 suggests a robust demand in niche memory segments.