The global semiconductor industry is shifting its focus from the race for advanced nodes to competition over supply chain resilience in mature processes. Chinese foundries are stepping up efforts in capacity expansion, process upgrades, and ecosystem development in a move to seize the opportunities....

Please note that this article cites information from TechNews, The Korea Herald, and Liberty Times. As the Iran–U.S. conflict escalates, concerns are rising over disruptions to critical supplies from the Middle East, including semiconductor bulk gases. According to TechNews, beyond oil, some g...

Please note that this article cites information from Nikkei, Hong Kong China News Agency, Jiemian, CNBC, and EE Times China. Alibaba is ramping up its push into AI chips as demand for AI agents surges in China. According to Nikkei, Alibaba Group unveiled its latest CPU, XuanTie C950, designed...

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...

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...