According to Bloomberg, Kioxia expects NAND storage demand to grow by about 20% annually, fueled by rising AI data center demand. To address this growth, the company announced the start of operations at Fab2 (K2) in the Kitakami Plant, Iwate Prefecture, Japan. As its press release highlights, Fab2�...

With top memory makers reportedly raising prices amid tight supply, The Chosun Daily, citing TrendForce, highlights that by the end of Q3 2025, global DRAM inventories averaged just 3.3 weeks—matching the lows of 2018 and signaling a supercycle in the memory market could be on the way. The repo...

According to South Korean outlet The Bell, Samsung has reportedly begun mass production of its next-generation application processor, the Exynos 2600, ahead of expectations—the company’s first chip built on the SF2 (first-generation 2nm) process. As the report notes, a key reason Samsung bega...

As U.S. Commerce Secretary Howard Lutnick floated the idea of a “50-50 split” in chip production between the U.S. and Taiwan in a NewsNation interview, Economic Daily News suggests TSMC is moving faster in Arizona. Its third fab could enter mass production as early as 2027—beating the original...

Applied Materials, Inc. has announced a strategic collaboration with GlobalFoundries (GF) to establish a state-of-the-art waveguide manufacturing facility at GF’s Singapore plant, aiming to accelerate the next wave of innovation in photonics technology. Leveraging decades of semiconductor exper...