Subject


Semiconductors


2026-04-22

[News] Samsung Xi’an NAND Output Reportedly Dips 5%–6% Amid 200+ Layer Shift; Impact May Extend into Next Year

Samsung Electronics’ NAND flash facility in Xi’an, China, is reportedly seeing a decline in wafer output as it undergoes equipment upgrades. According to Chosun Biz, monthly NAND wafer production has declined year on year, with output estimated to have fallen by about 5%–6% from a previous lev...

2026-04-22

[News] SK hynix Breaks Ground on P&T7 Advanced Packaging Fab in Cheongju, Wafer-level Packaging Set for 2028 Ramp

Ahead of its earnings release tomorrow, SK hynix announced another major investment amid the AI memory boom, holding a groundbreaking ceremony for its P&T7 facility in Cheongju on the 22nd. According to Reuters and a company press release, the KRW 19 trillion (US$12.85 billion) project will be b...

2026-04-22

[News] Server CPU Prices Up as Much as 20% Since March; Intel May Raise Prices Another 8%–10% in 2H26

Amid a continued surge in AI computing demand, the CPU market is entering a new wave of price increases. According to Commercial Times, ODMs indicate that since March, consumer and server CPU prices have risen by 5%–10% and 10%–20%, respectively. Supply chain sources also say major international...

2026-04-22

[News] PSMC Raises DRAM and NAND Prices in Mar–Apr; Micron and Intel EMIB Programs Reported to Advance

While PSMC swung back to profit in Q1 amid surging memory demand, the Taiwanese chipmaker has also been lifting prices across multiple product lines. Citing company president Martin Chu, Liberty Times reports that PSMC sharply raised DRAM foundry pricing in March, while NAND flash wafer start prices...

2026-04-22

[News] SK hynix Reportedly Breaks Ground on First U.S. Advanced Packaging Plant in Indiana, Eyes 2H28 Production

While Samsung Electronics is accelerating its 2nm mass production ramp at its Taylor facility, SK hynix is simultaneously stepping up its advanced packaging push in the U.S. According to Herald Economy, the company has officially broken ground on its first semiconductor plant in the country—the In...

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