Subject


Semiconductors


2026-06-30

[News] Samsung, SK hynix 800 Trillion Won Expansion Strains Chipmaking Tool Supply, Potentially Pressures TSMC, Intel

The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping investment push in South Korea. According to The Elec, the two memory giants will jointly deploy 800 trillion won to build four new fabs in the country’s southwest, a...

2026-06-30

[News] China Signs First Domestic Ultra Wide Bandgap Semiconductor Full-Chain Project

China’s Henan provincial government website revealed that Zhengzhou High-tech Zone signed an investment agreement with Sino Powder (Henan) on June 26, establishing the company's ultra wide bandgap semiconductor material production base. The project is described as China's first integrated ultra...

2026-06-29

[News] Samsung, SK hynix, Micron Face U.S. Class-Action Lawsuit Over Alleged DRAM Supply Manipulation

The world's three largest memory chipmakers—Samsung, SK hynix, and Micron—are facing a U.S. class-action lawsuit. According to IT Chosun, 17 U.S. consumers allege the three companies deliberately reduced the supply of commodity DRAM under the pretext of expanding HBM production for AI, systemati...

2026-06-29

[News] Korea’s High-Purity CO₂ Inventory Reportedly Falls Below One Month; Samsung, SK hynix Under Pressure

Recent geopolitical tensions have created another potential bottleneck for Korea's semiconductor supply chain. The supply of high-purity carbon dioxide (CO₂) used in advanced semiconductor manufacturing has reportedly tightened. According to The Elec, industry sources say total inventory across t...

2026-06-29

[News] TSMC’s 2Q Margins Reportedly Near 70% amid Strong 3/5nm Demand, 3Q Revenue Seen Growing Over 10%

All eyes are on TSMC ahead of its July 16 Q2 earnings, with investors watching whether the AI boom can drive another earnings beat. Commercial Times, citing analysts, says AI demand is expected to push both revenue and gross margin above guidance, with gross margin potentially nearing 70%. The up...

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