Subject


Semiconductors


2026-02-25

[News] NVIDIA GTC 2026 in Focus: Feynman Reportedly on TSMC A16, Samsung & SK hynix to Showcase HBM4

Ahead of NVIDIA’s earnings release, the industry's gaze is already fixed on its mid-March's GTC conference. CEO Jensen Huang's tease of a "world-surprising" new chip has set the stage for a showcase spanning both foundry and memory. According to Chosun Biz, the chip, likely the upcoming Feynman pr...

2026-02-25

[News] MediaTek CEO Flags Memory as One of XPU Bottlenecks, Now Making Up 50% of Costs

Joining Google’s TPU v8 program and emerging as a credible ASIC rival to global heavyweights like Broadcom, MediaTek is steadily strengthening its role in the AI ecosystem. Speaking at ISSCC in mid-February, CEO Rick Tsai outlined the four growing challenges facing XPU development, spanning comput...

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....

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