Semiconductor News & Analysis Feed
20 articles
2026-09-28
asianews.network
2026-09-28
SK hynix's deliberation over US memory production signals a pivotal shift in the global DRAM and HBM supply chain architecture. Rather than a simple cost-arbitrage play, the move reflects a confluence of strategic imperatives: the CHIPS Act's financial incentives, the accelerating US-China decouplin
2026-09-27
www.koreaherald.com
2026-09-27
SK hynix's deliberation over US front-end memory fabrication marks a potential inflection point in the global semiconductor supply chain, driven less by cost arbitrage and more by a convergence of geopolitical risk, customer lock-in demands, and policy incentives. The strategic calculus has shifted:
2026-09-18
www.techzine.eu
2026-09-18
2026-09-18
www.macobserver.com
2026-09-18
2026-09-17
2026-09-16
www.communicationstoday.co.in
2026-09-16
2026-09-16
www.calcalistech.com
2026-09-16
2026-09-16
www.businesskorea.co.kr
2026-09-16
2026-09-16
www.koreaherald.com
2026-09-16
2026-09-16
www.chosun.com
2026-09-16
2026-09-08
news.google.com
2026-09-08
2026-08-28
www.koreaittimes.com
2026-08-28
2026-08-28
2026-07-22
www.koreajoongangdaily.com
2026-07-22
2026-07-10
www.cleanroomtechnology.com
2026-07-10
Micron Technology has initiated a major $9.3 billion expansion of its semiconductor manufacturing facility in Hiroshima, Japan, aimed at significantly boosting production of advanced memory devices for artificial intelligence applications. The ¥1.5 trillion ($9.3 billion) investment will add approxi
2026-07-06
news.google.com
2026-07-06
2026-07-01
simplywall.st
2026-07-01
Micron Technology is facing a federal antitrust lawsuit alleging coordinated production cuts in the AI-driven chip shortage period with Samsung and SK Hynix. The suit claims these companies restricted supply to maintain elevated prices for DRAM and NAND products, violating antitrust laws. This case
2026-06-13
www.theregister.com
2026-06-13
SK Hynix, the world's largest supplier of HBM memory used in high-end GPUs, plans to triple its wafer capacity to meet the surging demand for AI infrastructure. Despite this ambitious expansion, new capacity won't come online until 2034, meaning consumers may have to wait another eight years for mem
2026-06-12
www.chosun.com
2026-06-12
Google is reportedly considering outsourcing part of the production of its self-developed next-generation AI chip, the Tensor Processing Unit (TPU), to Samsung Electronics. This move is seen as part of Google’s broader strategy to diversify its semiconductor supply chain amid capacity constraints at
2026-06-09
www.moomoo.com
2026-06-09