Subject


Semiconductors


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....

2026-02-23

[News] TSMC Speeds up Expansion in Taiwan: up to 10 Fabs Reportedly under Construction or Starting in 2026

As NVIDIA is scheduled to release its Q1 earnings release on February 25 and the GTC 2026 conference in March, major foundry partner TSMC’s expansion move keeps drawing market attention. Liberty Times, citing semiconductor supply chain sources, reports TSMC could have up to 10 fabs across Taiwan...

2026-02-23

[News] PSMC Joins Intel, SoftBank’s ZAM Initiative to Manufacture AI Memory, Eyeing an Alternative to HBM

The AI boom is triggering an explosive surge in memory chip demand, putting Taiwan's PSMC in the spotlight. According to Economic Daily News, PSMC has teamed up with Intel and Japan's SoftBank Group in an AI memory collaboration, taking on a key role in pilot production and manufacturing. The cross-...

2026-02-23

[News] Global DDR5 Pricing Update: Europe Reportedly Eases, China’s KingBank 32GB Hits Premium Tier

While memory prices continue to carry strong upward momentum amid AI-driven supply tightness, regional trends are beginning to diverge. Notably, according to Tom’s Hardware, DDR5 prices in the U.S. are still climbing to record levels, whereas European markets are showing signs of easing. Meanwhile...

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