Subject


Semiconductors


2026-02-25

[News] South Korean Fabless Sector Hit by 2025 Losses as AI Lifts Foundry Costs and China Competition Grows

While the memory sector thrives, South Korea’s fabless firms are reportedly struggling with mounting losses. According to ETNews, based on tentative 2025 operating profit figures for major listed South Korean fabless companies, more than half—14 of 22 firms, or roughly 64%—posted operating los...

2026-02-24

[News] NVIDIA, Apple Reportedly Court Korean HBM, NAND Talent with Six-Figure Pay Amid AI Memory Boom

As memory plays an ever more pivotal role in AI workloads, major technology firms are reportedly stepping up efforts to recruit South Korean memory experts. According to The Chosun Daily, U.S. companies are conducting targeted hiring campaigns aimed at engineers from Samsung Electronics and SK hynix...

2026-02-24

[News] ASML Reportedly Demonstrates EUV Light Source That Could Lift Chip Output 50% by 2030

ASML has unveiled a new advancement in its EUV technology that could significantly increase chip output. According to Reuters, researchers at the Dutch company have developed a way to enhance the power of EUV light source, potentially enabling up to 50% more chip production by the end of the decade....

2026-02-24

[News] Japan Reportedly Offers Half-Cost Fabs and Full Subsidies, Yet Samsung and SK hynix Stay Cautious

Amid market speculation that SK hynix is considering a ¥2 trillion (about KRW 18 trillion) investment to build a memory fab in Japan, the company has officially denied the claim. However, a separate report by Chosun Biz indicates that both Samsung and SK hynix have repeatedly received proposals fro...

2026-02-24

[News] Lenovo Reportedly Signals March Price Hikes on Select Commercial Devices Amid Memory Shortage

As 2026 gets underway, the PC sector is already feeling the shockwaves amid tight memory supply. CRN reports that Lenovo’s North America channel chief warned partners that select commercial client devices are set for price hikes in early March, fueled by the persistent global memory chip shortage....

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