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2026-03-05

[News] South Korea Steps Up Push for Next-Generation Power Semiconductors

South Korea’s Ministry of Trade, Industry and Energy has formally launched a task force dedicated to next-generation power semiconductors, appointing Professor Koo Sang-mo of the Department of Electronic Materials Engineering at Kwangwoon University as its head. Seoul aims to raise the technolo...

2026-03-04

[Insights] Memory Spot Price Update: DRAM Spots Top Contracts, Sentiment Cautious Ahead of Q2 Negotiations

According to TrendForce's latest memory spot price trend report, regarding DRAM, as current spot prices remain higher than contract prices, and negotiations for 2Q26 pricing have not yet started, an overall wait-and-see atmosphere prevails. Meanwhile, NAND spot prices maintain an upward trend, climb...

2026-03-04

[News] Tesla Reportedly Weighs Doubling AI6 Output, May Add Samsung Orders Ahead of Executive Talks

Tesla is reportedly exploring plans to expand production of its AI6 chip, a move that could lead to additional orders for Samsung. According to The Elec, industry sources say senior Tesla procurement executives are expected to visit Samsung Electronics this week to discuss increasing foundry capacit...

2026-03-04

[News] Middle East Escalation Hits Tech: NVIDIA Shuts Dubai Office, AWS Data Center Strike Raises Concerns

In the wake of the U.S.–Israeli military campaign against Iran, technology companies operating in the Middle East are tightening security protocols, with some temporarily shutting offices and modifying regional operations. According to CNBC, NVIDIA temporarily closed its Dubai office, with employe...

2026-03-04

[News] Asia’s Chipmakers Reportedly Eye $136B Spend in 2026, Up 25% YoY, Spanning Foundry and Memory

Fueled by soaring demand for AI chips, memory, and logic processors, Asia’s top chipmakers are ramping up their 2026 capital spending. Nikkei and TrendForce report that leading semiconductor firms across South Korea, Taiwan, Japan, and China plan to invest over $136 billion this year, a 25% increa...

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