Subject


Semiconductors


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...

2025-09-01

[News] Rapidus 2HP Reportedly Surpasses Intel 18A Logic Density Impacted by BSPDN, Rivals TSMC

According to Wccftech, citing sources, Rapidus is preparing its cutting-edge 2nm node, named “2HP,” which is expected to deliver logic density on par with TSMC’s N2 and, more notably, well ahead of Intel’s 18A. Rapidus 2HP is reported to reach a logic density of 237.31 MTr/mm², nearly matc...

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