Subject


Semiconductors


2026-03-17

[News] MLCC Giant Murata Reportedly Confirms April 1 Price Hike on Key Components

With memory and logic chip prices climbing, major players in the Multilayer Ceramic Capacitor (MLCC) market are following suit with price hikes. According to Liberty Times, citing a company client notice, Japan’s Murata Manufacturing—the world’s largest maker of passive components—has offici...

2026-03-17

[News] SK hynix Showcases AI Memory at GTC; Chairman Warns Wafer Shortage May Last Until 2030

SK hynix is set to showcase its latest AI memory technologies at GTC 2026. In a press release, the company said it will present solutions designed to reduce data bottlenecks and boost performance for both AI training and inference within NVIDIA’s AI infrastructure. The exhibit will feature memory ...

2026-03-17

[News] Key GTC Takeaways: How Samsung, Micron, Intel & More Power NVIDIA’s Vera Rubin and Feynman

As NVIDIA rolled out a wave of announcements at GTC 2026, including its next-gen data center CPU architecture Rosa—named after Nobel laureate physicist Rosalyn Sussman—industry focus is also on how other semiconductor giants fit into Team Green’s plans. Notably, Samsung has expanded its role f...

2026-03-17

[News] NPE Patent Trolls Reportedly Turn Up Pressure on Samsung and SK hynix Amid HBM Boom

As Samsung and SK hynix battle for dominance in memory—particularly in the red-hot HBM market—an unexpected challenger could be emerging. South Korean outlet EBN reports that amid the unprecedented boom in HBM demand, the country’s chipmakers are increasingly becoming prime targets for non-pra...

2026-03-16

[News] Korean Expert Predicts “Chinese ASML” by 2030; Hua Hong Said to Join SMIC at 7nm

How close could China come to Western technology in AI? According to Chosun Daily, Professor Kwon Seok-joon of Sungkyunkwan University’s Department of Semiconductor Convergence Engineering said that a “Chinese ASML” could emerge within a decade. As the report notes, Kwon said China is accel...

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