News
Micron is among a diverse group of potential buyers eyeing JDI’s shuttered Mobara fab for new uses beyond display production. According to ZDNet, sources say Micron, several data center operators, and a semiconductor substrate maker are interested in acquiring the facility, which ceased operations...
News
As ASML unveils a series of collaborations with leading chipmakers, including TSMC, Intel, and Samsung, to drive the transition from today’s 6-inch photomasks to larger 12-inch masks for High-NA EUV systems, adoption roadmaps among major semiconductor players are also coming into focus. Notably...
News
As CXMT gains ground in DRAM and pushes into LPDDR6, its R&D engine is scaling fast. Korean outlet eDaily reports that the Chinese DRAM maker has expanded its R&D workforce by more than 60% in just one year, bringing its headcount to roughly 78% of SK hynix’s. Citing CXMT’s 2026 inter...
News
Samsung Foundry is gaining momentum in advanced chipmaking as customer interest in its 2nm technology grows. According to Munhwa Ilbo, Samsung’s first Taylor fab is reportedly already fully booked for 2nm production before operations begin. Citing industry sources, the report linked orders at the ...
Insights
.TV TV panel demand continues to strengthen in September. Ahead of the year-end peak season, major brands are expected to increase TV panel purchases by 15% QoQ in 3Q, giving panel makers greater confidence that prices will stabilize. Meanwhile, major panel makers are planning longer production...