Subject


Semiconductors


2026-03-27

[News] Memory Giants’ China Investments Soar in 2025: Samsung Xi’an Up 67%, SK hynix Wuxi, Dalian Hit Trillion-Won

Please note that this article cites information from SeDaily, JoongAng Ilbo, Samsung and SK hynix. Amid soaring memory demand, Samsung and SK hynix are accelerating expansion not just at home, but also in China. Citing their newly released 2025 business reports via SeDaily, Samsung boosted investm...

2026-03-26

[News] Naura Reportedly Unveils Hybrid Bonding Tool at SEMICON China; SiCarrier, Last Year’s Lithography Standout, Misses Show

Please note that this article cites information from STAR Market Daily, Reuters, and The Asia Business Daily. SEMICON China 2026, the largest semiconductor industry event in Shanghai, opened on March 25. According to STAR Market Daily, several Chinese chip equipment makers showcased their latest...

2026-03-26

[News] Decoding Google’s TurboQuant: 6x KV Cache Cut—Headwind for Memory Players?

Please note that this article cites information from Tom’s Hardware, Investing.com, and Google. A new Google research breakthrough is sending ripples through the memory sector, with claims that it can sharply reduce memory consumption without any loss in model accuracy. According to Tom’s Hardw...

2026-03-26

[News] STMicroelectronics Reportedly to Raise Prices from Apr. 26; Intel, AMD Said to Plan CPU Hikes of 10–15%

Please note that this article cites information from ijiwei, Nikkei, and TechNews. Following the memory price surge, price hikes are now spreading to the analog chip segment. According to ijiwei, sources say STMicroelectronics has sent a price increase letter to customers, stating that prices ac...

2026-03-26

[News] NAND Leaders Bet on Taiwan’s DRAM Maker: Why Kioxia, SanDisk, SK hynix Back Nanya Tech’s $2.5B Deal?

Please note that this article cites information from Reuters, Nikkei, Economic Daily News, Commercial Times, EBN News and Nanya Technology. The memory market may be moving beyond a “zero-sum” game. Following Micron’s acquisition of PSMC’s fab to expand DRAM capacity in early 2026, collabo...

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