embedded computing design
April 2, 2026 press

Edge AI Solutions, The Memory Crisis, and Sustainable AI

This episode of the Embedded Insiders podcast explores the rising challenges and innovations shaping edge AI, sustainable computing, and semiconductor memory systems. The episode features Sean Dougherty, VP of Sales at Everspin Technologies, and his insights into the growing “memory crisis,” emphasizing how surging memory demand and rising costs driven by AI workloads are straining traditional memory technologies and reinforcing the need for more efficient, high-performance alternatives, including MRAM.
March 15, 2026 press

The memory crisis isn't slowing down

Sean Dougherty, VP of Sales at Everspin Technologies, speaks with Robert Quinn on the current semiconductor memory shortage, driven by surging AI workloads and severe supply allocation constraints. Instead of a simple shortage, the market is being reshaped as manufacturers prioritize high-bandwidth memory (HBM) and advanced DDR, leaving legacy and mid-tier memory customers with limited access and longer lead times. This situation opens up opportunities for second-source memory technologies like MRAM, which are positioned to benefit from long-term shifts in memory architecture and AI infrastructure demand.
yahoo finance
March 7, 2026 press

How The Everspin Technologies (MRAM) Story Is Shifting With New Targets And MRAM Developments

Analysts have updated their outlook on Everspin Technologies, raising its fair value estimate to $12.50 while setting a new Street price target of $14, reflecting evolving expectations around MRAM market growth and company execution. The updated valuation highlights growing investor focus on MRAM technology adoption, embedded systems demand, and long-term non-volatile memory market expansion.
Market watch
April 8, 2026 press

Everspin Signs Deal With Microchip Technology to Boost Manufacturing

Everspin Technologies has signed a long-term manufacturing agreement with Microchip Technology to expand onshore production capacity for MRAM and TMR sensor products. The partnership establishes a new MRAM manufacturing line at Microchip’s Oregon facility, strengthening U.S.-based semiconductor supply chain resilience and ensuring long-term production scalability through the 2030s.
Subscribe to