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Thursday 19 March 2026
Analysis on Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

Thursday 19 March 2026
Micron delivers record-breaking 2Q26 financial results driven by AI demand
Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...
Thursday 19 March 2026
Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support
Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.
Thursday 19 March 2026
AMD deepens ties with Naver in bid to expand AI infrastructure
Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...
Thursday 19 March 2026
Intel to expand EMIB capabilities in Malaysia amid Section 232 probe uncertainty
Intel's advanced packaging complex in Malaysia is expected to begin operations later this year, Prime Minister Datuk Seri Anwar Ibrahim said, as the company advances its assembly and...
Thursday 19 March 2026
China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

Thursday 19 March 2026
Nvidia adopts Groq to tackle AI inference and expand global reach
At its annual GTC conference in San Jose, Nvidia unveiled a major shift in its AI hardware strategy: integrating technology from AI chip startup Groq to address growing demand in AI...
Thursday 19 March 2026
Rapidus scales back US 2nm R&D early, raising timeline and funding concerns
With support from the Japanese government, Rapidus has been advancing R&D and pilot production testing to mass-produce 2nm chips by 2027. However, due to funding constraints and...
Thursday 19 March 2026
SK Hynix presses ahead on HBM4 despite tightening AI memory supply
SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
Thursday 19 March 2026
Samsung strike vote nears, DS and DX divisions clash over bonuses
As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...
Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Thursday 19 March 2026
Samsung reportedly broadens emergency management as chipflation takes off
Samsung Electronics has reportedly expanded emergency management measures across several key business units as rising semiconductor prices and component costs pressure profitability,...
Thursday 19 March 2026
How Hwaseong became South Korea's semiconductor supply-chain capital
The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...
Thursday 19 March 2026
Taiwan energy debate intensifies as Middle East tensions raise supply concerns
Rising geopolitical tensions in the Middle East are fueling debate in Taiwan over energy security, as industry leaders warn that disruptions to global supply routes could expose vulnerabilities...
Wednesday 18 March 2026
AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next
AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver,...