Subject


Semiconductors


2026-03-25

[News] SK hynix Aims to Secure ₩100T+ in Net Cash to Support Long-Term Investment; ADR Eyed for 2H26

Please note that this article cites information from SK hynix, ZDNet, Yonhap News, Chosun Ilbo, and Reuters. SK hynix held its 78th annual general shareholders’ meeting at its headquarters in Icheon on the 25th, bringing its investment strategy into focus. According to ZDNet, President Kwak No...

2026-03-25

[Insights] Memory Spot Price Update: DRAM Spot Momentum Constrained as March Contracts Hold, DDR4 Weakest

According to TrendForce's latest memory spot price trend report, regarding DRAM, upward momentum in the DRAM spot market has been constrained, with the DDR4 segment being particularly weak. Meanwhile, in terms of NAND, as negotiations for contract prices of the new quarter gradually approach, the sp...

2026-03-25

[News] Arm Unveils First AGI CPU on TSMC 3nm; Meta Among Customers, Promising Up to 2× Performance vs. x86

Please note that this article cites information from Commercial Times, Arm, CNBC, and Bloomberg. Chip IP provider Arm has ventured into chip design. According to Commercial Times, Arm announced it will launch its first in-house processor for AI data centers, the “Arm AGI CPU,” targeting eme...

2026-03-25

[News] Chip Giants Tighten Taiwan Links as Intel CEO Tan Headlines COMPUTEX, Qualcomm Elevates Taiwan

Please note that this article cites information from Commercial Times, Knews, Liberty Times and Diamond Rapids on X. With COMPUTEX 2026 set for early June, visits by top chip executives are taking center stage. Intel CEO Lip-Bu Tan and Qualcomm CEO Cristiano Amon are slated to deliver keynotes, wi...

2026-03-25

[News] Samsung Reportedly to Build a New Wafer Fab in the U.S.

Please note that this article cites information from Korea JoongAng Daily. As per a report by the Korea JoongAng Daily, mounting capacity constraints at TSMC have prompted major U.S. technology firms to queue for alternative foundry support. Against this backdrop of surging demand, Samsung Electro...

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