Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC) plant, a move that underscores how an AI-driven scramble for the tiny components is reshaping pricing and investment across the industry.
China has revised its regulations on the protection of integrated circuit (IC) layout designs, introducing stricter registration requirements, stronger enforcement measures and clearer commercialization rules as Beijing steps up efforts to strengthen its domestic semiconductor industry amid ongoing US technology restrictions.
TSMC has announced that Japan Advanced Semiconductor Manufacturing (JASM), its subsidiary in Kikuyo, Kumamoto Prefecture, has resumed normal operations following production disruptions caused by the recent Kumamoto earthquake.
China's leading DRAM maker ChangXin Memory Technologies (CXMT) is considering building a second 12-inch memory chip fabrication plant in Beijing's Yizhuang district while holding early-stage financing talks with entities backed by the Beijing municipal government, according to a Reuters report. The proposed project would further expand the company's manufacturing footprint as AI-driven demand continues to tighten global memory supply.
Memory module maker Team Group posted record profit in the first half of 2026, as surging demand and a persistent DRAM supply-demand gap lifted earnings to all-time highs.
Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their capacity-allocation negotiations for next year.
