China's tighter rare earth export restrictions are accelerating efforts to reduce dependence on the country's supply chain. According to The Wall Street Journal, companies are pursuing a range of alternatives, from rare earth-free magnets and magnet-free electric motors to new magnet designs that re...

As SK hynix reportedly targets mass production of 375-layer NAND by year-end, according to The Elec, the 400-layer threshold is increasingly seen as a key technical frontier in advanced NAND scaling. Against this backdrop, ET News notes that Samsung began mass producing its 286-layer NAND in Apri...

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...

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...

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. ...