Subject


Semiconductors


2025-09-02

[News] Samsung, SK hynix Reportedly Delay Phase-out to 2026 as DDR4 Becomes Unexpected Cash Cow

With DDR4 prices holding strong amid tight supply, memory giants that once planned to phase out the chip are now reversing course. South Korea’s Maeil Business Newspaper reports that Samsung and SK hynix will extend DDR4 production into next year. Previously, as Commercial Times noted, both com...

2025-09-02

[News] Memory Giant, Fragile Link: Korea’s Reliance on Japan in HBM Supply Chain

According to ZDNet, South Korea may lead in memory products like DRAM and NAND flash, but it remains heavily dependent on Japan for critical materials. The report, citing sources, warns that unless localization advances more quickly, this reliance could become a structural risk for the country in th...

2025-09-01

[News] NVIDIA’s Jensen Huang to Join APEC in Oct., Raising Hopes for US–Korea Chip Push

According to Chosun Daily, NVIDIA CEO Jensen Huang will attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, Korea this October. Citing sources, the report says his participation has raised expectations for deeper U.S.–Korea semiconductor cooperation and underscores NVIDIA’s i...

2025-09-01

[News] Samsung Reportedly Restarts Taylor Equipment Orders, Appoints New Head to Lead Operations

After securing the $17 billion Tesla deal—a potential game-changer for its chip business, Samsung is reportedly restarting investment in its foundry facility in Taylor, Texas. According to etnews, the massive order came as a trigger for the company, with equipment investments estimated at roughly ...

2025-09-01

[News] Huawei’s R&D Hits Record 22.7% of 1H25 Sales, Dragging Profits Amid Chip Drive

While China ramps up chip self-sufficiency, the shifting landscape poses both challenges and opportunities for domestic tech players. Against this backdrop, Huawei saw first-half net profit fall 32%, as continued R&D investment weighed on results, Reuters reports. Notably, the company boosted...

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