Semiconductor News & Analysis Feed
20 articles
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
www.thelec.net
2026-09-27
3S Korea's decision to double its FOSB capacity and bring its Zhangjiagang plant under direct control signals a strategic pivot in the Korean semiconductor supply chain, driven by the structural demand surge from AI-driven wafer production. The company's recovery is particularly notable given it los
2026-09-27
www.koreajoongangdaily.com
2026-09-27
2026-09-27
ua.news
2026-09-27
SK hynix's exploration of US-based memory chip production signals a consequential shift in the global semiconductor supply chain, driven by the convergence of AI-driven HBM demand, geopolitical risk mitigation, and US industrial policy incentives. The company's consideration of leasing Intel's Ohio
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:
2026-09-27
2026-09-27
www.koreajoongangdaily.com
2026-09-27
2026-09-26
www.koreajoongangdaily.com
2026-09-26
2026-09-26
www.koreajoongangdaily.com
2026-09-26
2026-09-25
www.koreaherald.com
2026-09-25
2026-09-23
news.samsung.com
2026-09-23
2026-09-23
biz.chosun.com
2026-09-23
2026-09-23
www.businesskorea.co.kr
2026-09-23
2026-09-23
www.koreaittimes.com
2026-09-23
2026-09-22
www.trendforce.com
2026-09-22
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
2026-09-22
www.koreaittimes.com
2026-09-22
SK hynix's pivot toward HBF, PIM, and SALT-KV signals a structural shift in how the memory industry addresses the emerging bottleneck of AI inference rather than training. While the GPU-HBM axis has dominated the AI semiconductor narrative, the proliferation of long-context inference and autonomous
2026-09-22
biz.chosun.com
2026-09-22
The surge in Korea's HBM-related exports to Malaysia—up 466.6% year-over-year to $1.62 billion in August 2026—signals a structural shift in the global advanced packaging supply chain. Rather than a simple capacity overflow from TSMC's CoWoS fabs in Taiwan, this trend reflects a deeper realignment: A