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.
silicon Simiconductor
February 3, 2026 press

Interview with Everspin at Semicon West

At SEMICON West 2025, CEO of Everspin, Sanjeev Aggarwal, chatted with Silicon Semiconductor about how MRAM is evolving as a high performance non volatile memory technology for embedded industrial automotive and aerospace applications. He also shares how MRAM is meeting growing demand driven by artificial intelligence, edge computing, and data intensive workloads where reliable low latency memory is essential.
Data center news
April 10, 2026 press

Everspin signs Microchip deal for second MRAM source

Everspin has signed a 10-year semiconductor manufacturing agreement with Microchip Technology to establish a second U.S. onshore MRAM production source at Microchip’s Oregon fab, strengthening long-term supply chain resilience. The partnership will replicate Everspin’s existing MRAM and TMR sensor production from its Arizona facility, expanding capacity for high-reliability markets including aerospace, automotive, and industrial systems.
yahoo-finance
April 13, 2026 press

Why Microchip Technology (MCHP) Is Up 9.1% After Expanding Onshore MRAM Foundry Partnership With Everspin

Microchip Technology rose about 9% after news of its expanded onshore MRAM and TMR sensor foundry partnership with Everspin Technologies, highlighting stronger U.S. semiconductor manufacturing capacity. The 10-year agreement establishes a copy-exact MRAM production line at Microchip’s Oregon fab, improving supply chain resilience, ITAR-compliant production, and long-term continuity for industrial, automotive, and aerospace memory markets.
SiS
April 13, 2026 press

Everspin Technologies expands on-shore MRAM manufacturing capacity

Everspin Technologies has expanded its onshore MRAM manufacturing capacity through a 10-year (extendable) agreement with Microchip Technology, strengthening long-term semiconductor supply chain resilience. The partnership establishes a copy-exact MRAM production line at Microchip’s Oregon fab, allowing Everspin to scale output while retaining full intellectual property control and continuing operations at its Chandler, Arizona facility.
electronic product design test
April 13, 2026 press

Everspin Bolsters MRAM Manufacturing Output via Microchip Partnership

Through a long-term agreement with Microchip Technology, Everspin Technologies is increasing its MRAM production capacity to strengthen supply continuity and meet growing market demand. The collaboration, structured as a 10-year deal with options for two-year extensions, utilizes Microchip’s Oregon fab while leaving Everspin in full control of its intellectual property and manufacturing processes.
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