Subject


DRAM


2026-03-16

[News] Micron Plans 2nd Tongluo Facility After PSMC P5 Acquisition; Construction to Start by FY26

DRAM

As Micron announced on March 15 that it has formally completed the acquisition of Powerchip Semiconductor Manufacturing Corp (PSMC)’s P5 site in Tongluo, Taiwan, it also unveiled plans for a second manufacturing hub at the same site, signaling an ambitious expansion on the island, as highlighted b...

2026-03-13

[News] Micron Reportedly Schedules March 26 Tool Move-In at PSMC Tongluo Fab, Signaling Next Deal Phase

DRAM

After formally signing an exclusive letter of intent to acquire Powerchip Semiconductor Manufacturing Corp. (PSMC)’s P5 fab in Tongluo for US$1.8 billion, Micron has begun moving the deal forward. According to TechNews, the memory giant recently sent out a confidential invitation announcing a tool...

2026-03-12

[News] Google Makes First Appearance in Samsung’s Top Five Clients in 2025 amid Soaring TPU Demand

DRAM

As NVIDIA reportedly overtook Apple to become TSMC’s largest customer, another chip giant—Samsung Electronics—also saw its key client lineup reshuffled in 2025. According to the company’s latest business report, cited by Korea JoongAng Daily and Sedaily, Google entered Samsung’s top five c...

2026-03-12

[News] Peric Special Gases Drives China’s Tungsten Gas Push Amid Memory Boom and Rival Price Hikes

DRAM

As US-China tech tensions escalate, Beijing’s controls on strategic minerals like tungsten are rattling the supply chain. Among these, tungsten hexafluoride (WF₆), made from high-purity tungsten powder and fluorine gas, spiked in early 2026, with Korean and Japanese suppliers hiking prices 70–...

2026-03-11

[News] Applied Materials Teams Up with Micron, SK hynix for Next-Gen DRAM, HBM and NAND Development

DRAM

As the AI boom drives memory demand, semiconductor equipment makers are reaping the benefits while deepening ties with top memory producers. Applied Materials has teamed up with Micron and SK hynix to develop next-generation chips critical for AI and high-performance computing, according to Reuters....

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