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2026-05-18

[News] Memory 1Q26 Price Surge: Samsung Flags 146% ASP Jump, SK hynix Sees Mid-60% DRAM Gains

As Samsung Electronics and SK hynix reported strong revenue and profit growth in Q1 2026 amid surging memory prices, both companies highlighted notable pricing trends for the period. According to Samsung’s full earnings report released on May 15, average memory selling prices—including DRAM and ...

2026-05-18

[News] YC Chem Reportedly First to Supply Glass Substrate Photoresists; Customer Eyes Year-End Mass Production

South Korea's YC Chem has reportedly become the first in the industry to supply photoresists for glass substrates. According to The Elec, sources say the company is supplying i-line photoresist, stripper, and developer materials for glass substrates to a customer after receiving a purchase order (PO...

2026-05-18

[News] China’s Rare Earth Compound Exports Fell 17% in Value; Alternative Supply Chains Gain Momentum

Since China tightened rare earth export controls, how has the industry adapted? According to Nikkei, analysis of Chinese customs data shows that between April 2025 and March 2026, exports of rare earth permanent magnets fell 4% year over year by volume to 58.1 million kilograms, while export value e...

2026-05-15

[News] TSMC Plans to Sell 8.1% Stake in Vanguard to Focus Resources on Core Businesses

TSMC announced on May 15 that it plans to sell shares in affiliate company Vanguard. According to Commercial Times, the foundry giant intends to sell up to 152 million common shares of Vanguard International Semiconductor Corporation (VIS), equivalent to around 8.1% of Vanguard’s outstanding share...

2026-05-15

[News] Kioxia Reportedly Forecasts 48-Fold April Quarter Profit Jump, Eyes U.S. ADS Listing Amid Memory Boom

Amid surging memory price momentum, Japan’s NAND heavyweight Kioxia has delivered another blockbuster quarterly outlook, with further upside still in play. According to Nikkei, the company expects April–June 2026 net profit (IFRS) to jump 48-fold year-on-year to ¥869 billion, sharply beating th...

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