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Friday 26 June 2026
Samsung eyes Gwangju chip site as SK Hynix weighs regional and overseas options

South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly...

Friday 26 June 2026
Samsung's reported US$648 billion plan shifts focus to South Korea's chip belt

Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29,...

Friday 26 June 2026
Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected...

Friday 26 June 2026
Analysis: Why Apple can't wait out this memory shortage
Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
Friday 26 June 2026
SK Hynix races to open Yongin triple-deck fab in 2027

SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by...

Friday 26 June 2026
Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins...

Friday 26 June 2026
SK Hynix's US$29 billion Nasdaq plan puts capacity expansion in focus

SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence,...

Friday 26 June 2026
Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence...
Friday 26 June 2026
CXMT listing signals acceleration of China's memory self-sufficiency strategy amid global tech decoupling

CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry,...

Friday 26 June 2026
Apple and Google consider adopting Chinese memory chips: three obstacles remain
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that...
Thursday 25 June 2026
Samsung chairman reviews HBM4 supply as revenue tops US$1 billion

Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations,...

Thursday 25 June 2026
Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating...
Thursday 25 June 2026
ADATA explores Thailand role in AI computing expansion
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit...
Thursday 25 June 2026
Commentary: Micron turns AI memory crunch into a buyback story
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments...
Thursday 25 June 2026
Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing...