Subject


Semiconductors


2026-03-31

[News] China Reportedly Targets 80% Chip Self-Sufficiency by 2030, Eyes Domestic 7nm Line and 14nm Production Stability

Please note that this article cites information from Nikkei and South China Morning Post. China’s chip self-sufficiency is accelerating. According to Nikkei, the country’s semiconductor industry aims to reach 80% self-sufficiency by 2030, a target set by 13 leading company executives. The pu...

2026-03-30

[News] Rapidus Accelerates 1nm Push, Reportedly Targets Six-Month Gap with TSMC

Please note that this article cites information from Nikkei XTech, Economic Daily News, and  Yomiuri Shimbun. Japan’s Rapidus is accelerating its push into advanced chipmaking. According to Nikkei XTech, CTO Kazunari Ishimaru said the company is aiming to narrow its technology gap with TSMC t...

2026-03-30

[News] Samsung Reportedly Advances Xi’an to 236-Layer NAND; SK hynix Eyes Dalian Upgrade Amid Tight Supply

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...

2026-03-30

[News] Samsung Labor May Strike from May 21, Potentially Lifting DDIC and PMIC Prices Amid Tight Mature-Node Supply

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 ...

2026-03-30

[News] Select DDR5 Kits Reportedly Slide Over 20% in U.S. Retail Amid Google’s TurboQuant Debate

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...

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