With capacity utilization already reaching 102.8% in 2Q, China’s second-largest foundry Hua Hong is moving to ease the bottleneck with a major expansion. According to EE Times China, the company and its consortium partners plan to invest more than RMB 10 billion (US$2 billion) in a new 12-inch spe...

As Samsung races to ramp HBM4 and narrow the gap with SK hynix, Micron is also turning to HBM as a new growth engine beyond surging conventional DRAM prices. According to ETNews, the U.S. memory giant is stepping up its HBM expansion, with capacity expected to increase by as much as 60K wafers/month...

Surging power demand from AI data centers is pushing South Korea to accelerate power grid expansion — and now even the country's memory giants are being pulled into the effort. According to Hankyung, Korea Electric Power Corp. (KEPCO) has reportedly proposed that Samsung Electronics and SK hynix p...

Taiwanese panel maker AUO is continuing to monetize underutilized assets while stepping up investment in advanced packaging and other higher-value technologies. According to Commercial Times, AUO announced on September 2 that it will sell its AFPD facility in Singapore and related building facilitie...

AI demand is pushing TSMC’s capacity requirements to unprecedented levels. According to Liberty Times, TSMC Senior Vice President and Co-COO Cliff Hou said he has never seen demand grow at such a rapid pace and frequency in the past 30 years. Hou illustrated the surge through TSMC’s equipment de...