Semiconductor News & Analysis Feed

GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material

SK Hynix has priced a US$26.5 billion Nasdaq offering, giving the world's leading supplier of high-bandwidth memory fresh capital to expand DRAM wafer production, advanced packaging and leading-edge manufacturing equipment at the same time.

Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A

SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity. VIEW GALLERY - 2 Hassam Nasir Tech Reporter Published Jun 5, 2026 7:00 PM CDT 2-minute read time TL;DR: SK Group plans to double wafer production within five year