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Wednesday 29 October 2025
South Korean tycoons meet Nvidia CEO as part of APEC corporate diplomacy
Leading South Korean conglomerate heads are set to engage in intensive "corporate diplomacy" during the 2025 Asia-Pacific Economic Cooperation (APEC) summit, meeting with global leaders...
Wednesday 29 October 2025
SK Hynix unveils new NAND line featuring HBF for AI
SK Hynix has launched a new NAND flash product family called "AIN Family," targeting the artificial intelligence (AI) market with a focus on overcoming storage bottlenecks in AI inference...
Wednesday 29 October 2025
Apple and Tesla orders fuel Samsung's recovery
Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News...
Wednesday 29 October 2025
Powertech secures full FOPLP bookings ahead of US$1B expansion
Powertech Technology Inc. (PTI), a leading memory packaging and testing provider, is fast-tracking its move into fan-out panel-level packaging (FOPLP). Chairman DK Tsai said the company's...
Wednesday 29 October 2025
Hanmi eyes AI chip packaging amid HBM market challenges
Hanmi is expanding beyond its leading position in high-bandwidth memory (HBM) bonding equipment to enter the system semiconductor equipment sector, driven by growing demand and technological...
Wednesday 29 October 2025
SK Hynix's AI hot streak: record earnings, HBM4 next
SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company...
Wednesday 29 October 2025
Samsung reorganizes memory line by accelerating HBM4 production at P4 plant
Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing...
Wednesday 29 October 2025
Samsung rides AI memory wave to record valuation
Samsung Electronics reached a historic milestone as its market value exceeded KRW600 trillion (US$420 billion) for the first time, driven by a sharp rebound in the global memory market...
Tuesday 28 October 2025
SK Hynix M15X completion expected by end of 2025
To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and...
Tuesday 28 October 2025
Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%
The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for...
Tuesday 28 October 2025
Winbond boosts memory production capex over fivefold amid tight supply
Taiwan-based memory manufacturer Winbond Electronics Corp. has approved a capex budget of NT$35.509 billion (US$1.16 billion) to restructure its memory production capacity in response...
Tuesday 28 October 2025
China's CXMT, YMTC power into AI memory super cycle
The global memory market is entering a "super cycle" driven by the booming adoption of AI, data center upgrades, and growing demand for high-performance computing (HPC). With inventories...
Tuesday 28 October 2025
HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...
Tuesday 28 October 2025
Samsung and SK Hynix memory hikes hit Chinese smartphone makers hardest
As global memory prices surge rapidly, smartphone makers face increasing cost pressures that are driving retail price adjustments. Samsung Electronics' Device Solutions division anticipates...
Monday 27 October 2025
LG Electronics advances HBM and glass substrate equipment for advanced packaging
LG Electronics is aggressively entering the advanced semiconductor packaging equipment market to meet the surging demand driven by AI. The company plans to gradually localize production...