Semiconductor News & Analysis Feed
20 articles
2026-10-02
www.digitimes.com
2026-10-02
JSR's completion of its dedicated EUV photoresist facility in South Korea's Ochang Foreign Investment Zone represents a pivotal step in the broader localization strategy of Japanese semiconductor materials suppliers. The move is best understood not as a simple capacity expansion but as a structural
2026-10-02
www.digitimes.com
2026-10-02
2026-10-02
2026-10-01
seekingalpha.com
2026-10-01
2026-10-01
2026-09-30
finance.biggo.com
2026-09-30
2026-09-28
restofworld.org
2026-09-28
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
2026-09-28
2026-09-28
www.upi.com
2026-09-28
LG Electronics' entry into NVIDIA's cooling partner network underscores a structural shift in AI infrastructure: thermal management has graduated from a supporting utility to a first-order competitive differentiator. As NVIDIA's GPU power envelopes push past 700W and toward the 1,000W threshold, the
2026-09-28
www.upi.com
2026-09-28
SK Hynix's reported consideration of a U.S. IPO at a $150 billion valuation signals a pivotal moment in the global memory semiconductor landscape. The move, if executed, would position the South Korean DRAM and NAND leader to tap into the deepest capital markets in the world at a valuation reflectin
2026-09-27
2026-09-23
biz.chosun.com
2026-09-23
2026-09-22
finance.biggo.com
2026-09-22
Melcon's upcoming KOSDAQ listing represents a strategic inflection point for South Korea's semiconductor equipment ecosystem. Long anchored to Samsung Electronics and SK Hynix, the company is now explicitly targeting TSMC as a customer—a move that signals Korea's equipment suppliers are beginning to
2026-09-21
2026-09-21
www.investing.com
2026-09-21
2026-09-17
2026-09-17
2026-09-17
www.newarkadvocate.com
2026-09-17
2026-09-17
www.dispatch.com
2026-09-17