News
In 2024, the storage market is experiencing dynamic changes, with many positive developments, including rising contract prices, significant revenue growth for manufacturers, and multiple breakthroughs in technology. Amid this, major storage companies are gearing up for new challenges, especially as ...
News
According to a recent report from BusinessKorea, Morgan Stanley published its "Winter Looms" analysis, following last month’s "Prepare for the Peak," which warned of an AI bubble. The report continues to take a bearish view on Korean memory chipmakers, citing weak demand for general DRAM and an ov...
News
As the U.S. and its allies continue to impose technology restrictions on China's semiconductor sector, Beijing has accelerated its efforts to develop homegrown alternatives. Chinese firms are aggressively pursuing advanced AI chip development, aiming to rival Nvidia, the global leader in AI semicond...
News
While all eyes are on Intel’s restructuring plan, which features the foundry unit’s spin-off and the delay of Germany and Poland factories, there is another critical decision regarding its photonics business. According to Intel’s announcement, the tech giant is moving Integrated Photonics S...
Insights
On September 9, 2024, China’s Ministry of Industry and Information Technology (MIIT) released the "Guiding Catalog for the Promotion and Application of Major Technical Equipment (2024 Edition)," listing 286 domestically manufactured equipment items. Among these, the KrF and ArF lithography machine...