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2026-06-11

[News] ASE’s SPIL Acquires NT$2.8B Plant Amid Spillover Demand from TSMC Advanced Packaging Capacity Crunch

As AI-driven demand continues to strain advanced packaging and testing capacity, SPIL, a subsidiary of ASE, is accelerating its expansion efforts. According to Investor.com, the company has acquired Taiwan Mask Corporation's Zhunan Plant 6 for NT$2.8 billion. Because the facility is already operati...

2026-06-11

[News] South Korea Chip Export Volume Falls Yet Revenue Surges; May DRAM +370%, NAND +207%

Rising memory prices are creating an unusual divergence in South Korea's semiconductor export data. As noted by Seoul Economic Daily, export revenue is rising sharply even as export volume by weight declines, highlighting growing demand for lightweight, high-value chips such as HBM. As the report...

2026-06-11

[News] Applied Materials Opens $500M Singapore Site, Aims to Double Global Capacity on AI Demand

Applied Materials is expanding its footprint in Singapore as AI fuels semiconductor demand. According to Nikkei, the company has opened a US$500 million manufacturing campus there, a key part of its strategy to nearly double its global production capacity as AI accelerates semiconductor demand. ...

2026-06-11

[News] SK hynix Advances DRAM and NAND Roadmap, Targets 3x Wafer Output by 2034, 375-Layer NAND at Year-End

While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an even more aggressive expansion across both DRAM and NAND. According to Nikkei, citing Chairman Chey Tae-won, the company is targeting a threefold increase in wafer outpu...

2026-06-11

[News] Microsoft Reportedly Cuts Up to 400 Azure Jobs in China Amid Its 3rd Downsizing Round There in 2 Years

Microsoft is reportedly reducing its workforce in China. According to South China Morning Post, the company is reportedly cutting hundreds of positions within its Azure cloud business in the country as it responds to increasingly restrictive data regulations in both the U.S. and China. The report no...

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