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2026-09-09

[News] Micron Among Potential Buyers for Display Maker JDI’s Mobara Fab; Sale Price Reportedly Around KRW 500B

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...

2026-09-09

[News] The Race to 2028: Samsung, SK hynix Set High-NA EUV Timelines for DRAM as Micron Stays Tight-Lipped

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...

2026-09-09

[News] CXMT Speeds up Talent Push as R&D Workforce Reportedly Surges 60% YoY to Nearly 78% of SK hynix’s

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...

2026-09-09

[News] Samsung Taylor Fab Reportedly Fully Booked for 2nm by Tesla, Broadcom, Arm; Fab 2 Preparations Accelerate

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 ...

2026-09-08

[Insights] Early September Panel Prices: TV, MNT, NB Prices Seen Flat; NB Demand May Weaken Further in 4Q

.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...

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