Please note that this article cites information from ETNews and The Bell. As Samsung and SK hynix continue expanding investment in China amid tightening memory supply, the ongoing NAND process upgrades at their key local fabs are drawing growing attention. According to ETNews, Samsung has complete...

Please note that this article cites information from JoongAng Ilbo, Commercial Times, Chosun Ilbo, and Edaily. Samsung strike risks are rising, adding uncertainty to the semiconductor supply chain. JoongAng Ilbo notes that the labor union plans to carry out an 18-day general strike starting on ...

Please note that this article cites information from Wccftech, IT Chosun, and Tom’s Hardware. After months of relentless gains, the memory market might be showing early signs of a turning point. According to Wccftech, DDR5 prices have recently started to ease across several major U.S. retail chan...

Since the start of 2026, sustained demand from AI and high-performance computing (HPC) has kept global semiconductor equipment financing highly active. In China, under the push for supply chain self-reliance, localization is accelerating across high-end bonding tools, automated test equipment (ATE),...

Please note that this article cites information from South China Morning Post, Wallstreetcn, Security Times and SMIC. Amid a broader wave of price increases spreading from upstream foundries to downstream memory and analog chips, China’s leading foundry SMIC has released its 2026 action plan alo...