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2026-08-20

[News] Samsung to Break Ground on KRW 6T Onyang HBM Fab in Sept., P5 Eyes Triple-Fab Shift as Expansion Accelerates

Samsung is stepping up its capacity expansion. According to ZDNet, the company plans to break ground in September on a new high-bandwidth memory (HBM) fab at its Onyang Campus in South Chungcheong Province, backed by a KRW 6 trillion investment. The project received approval a month ahead of schedul...

2026-08-20

[News] SK hynix Unveils CPO Roadmap, Looks Beyond HBM to AI Infrastructure

SK hynix is moving from a memory supplier to a bigger role in the AI infrastructure. According to the company, it has teamed up with leading researchers worldwide to lay out a roadmap for co-packaged optics (CPO) in the journal Nature Electronics. Notably, beyond its HBM leadership, SK hynix’s ...

2026-08-20

[News] Intel May Tap TSMC N2X for Some Razor Lake Chips in 2027, Depending on 18A-P Performance

Competition between Intel and TSMC in advanced process is intensifying as both push ahead with their next-generation roadmaps. According to Commercial Times, Intel’s Razor Lake processors would reportedly adopt TSMC’s 2nm N2X process, potentially expanding Intel’s use of TSMC across the 2nm fa...

2026-08-20

[News] Marvell, AMD Reportedly Shake Up Google TPU Race, Putting Broadcom, MediaTek Under Pressure

The battle for custom AI chips is heating up, with two heavyweight chipmakers—Marvell and AMD—potentially joining the race for Google’s next-generation Tensor Processing Units (TPUs). According to Reuters, Marvell has struck a deal to help Google develop custom AI chips, including technolog...

2026-08-20

[News] Lam Research, PSK Clash Over Bevel Etcher Patent as Korea Patent Suits Mount

Competition in the semiconductor equipment market is intensifying as South Korean suppliers expand their presence in advanced chipmaking equipment. According to The Elec, the 62nd Civil Division of the Seoul Central District Court held the fifth hearing on August 13 in Lam Research’s patent infrin...

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