Subject


Semiconductors


2026-01-19

[News] Intel’s Ohio 14A Project Gains Traction as Key Contractor Bechtel Reportedly Ramps Hiring

While Intel's 18A has officially entered mass production in Arizona in late 2025, all eyes remain on Team Blue's next-generation 14A node and its flagship production hub in Ohio. Now, fresh signals suggest the long-delayed project may be gaining momentum. According to a recent hiring notice from ...

2026-01-19

[News] Lutnick Reportedly Signals 100% Memory Tariff on Non-U.S. Output, Pressuring Samsung and SK hynix

A potential risk may be emerging for the memory industry, with Korean memory makers increasingly exposed to U.S. policy developments. According to Wccftech, speaking at Micron’s New York fab groundbreaking ceremony, U.S. Commerce Secretary Howard Lutnick said that memory producers without domestic...

2026-01-19

[News] DDR4 Reportedly Leads Legacy Memory Rally with Q1 Prices Up to 50%; DDR3 in Tight Supply

As memory makers increasingly tilt toward server applications, lifting prices for server DRAM and enterprise SSDs, legacy memory is staging a strong comeback of its own. Commercial Times reports that DDR4, DDR3, NOR flash, and SLC/MLC NAND are entering a fresh supply-demand reversal. Among the ma...

2026-01-19

[News] China’s OSATs Step Up: Tongfu Microelectronics to Raise RMB 4.4B; JCET Backs Chip Fund

China’s packaging and testing industry is stepping up, with a surge in domestic investment fueling growth. According to ijiwei, from late 2025 to early 2026, leading A‑share OSAT companies have been particularly active, signaling a shift toward higher-end and more specialized capital spending. ...

2026-01-19

[News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch

Amid tightening memory supply, the industry is shifting focus to high-margin, cutting-edge products catering to hyperscalers. Legacy, consumer-oriented memory is gradually reaching end-of-life, with 2026 poised as a watershed year for key players. Here’s a look at how Samsung, SK hynix, and Micron...

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