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2026-09-04

[News] U.S. Chip Tariffs Could Hinge on Investment Scale: What’s at Stake for TSMC, Samsung, SK hynix?

A proposed U.S. semiconductor tariff is putting fresh pressure on foreign chipmakers to expand manufacturing in the country. According to Korea JoongAng Daily, citing Politico, the scale of each company’s U.S. chip investment could factor into its tariff treatment. U.S. Commerce Secretary Howard ...

2026-09-04

[News] ASML Japan to Boost Workforce 40% by 2030 to Support Rapidus, TSMC Advanced Chip Push

ASML’s EUV lithography systems are critical to advanced-node chipmaking, an area Japan is actively working to strengthen. According to Nikkei, ASML Japan President Shojiro Fujiwara said that the company plans to expand its domestic workforce from 500 to around 700 by 2030 to support growing advanc...

2026-09-04

[News] Apple’s iPhone 18 Lineup Takes Shape: Prices Seen Rising 10–20%, Foldable May Start Above US$2,000

Apple’s upcoming iPhones could see notable price increases, with the foldable iPhone Ultra expected to carry the steepest premium. According to PhoneArena, current estimates put its U.S. starting price at around $2,000 to $2,500. Leaked Vodafone listings offer some clues. In Egypt, the iPhone Ultr...

2026-09-04

[News] Samsung Electro-Mechanics Secures KRW 1.07 Trillion Long-Term MLCC Supply Deal for AI Servers

Samsung Electro-Mechanics (SEMCO) announced in a regulatory filing on September 1 that it has signed a Long-Term Agreement (LTA) with an undisclosed global tech giant to supply Multi-Layer Ceramic Capacitors (MLCCs) for artificial intelligence servers. The contract, valued at KRW 1.0722 trillion,...

2026-09-04

[News] China’s 2nd-largest Foundry Hua Hong Unveils US$2B Wuxi Expansion, Adding 55K Wafers/M and 30% More Capacity

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...

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