With NVIDIA said to be aiming to procure up to 800,000 SOCAMM units this year, a new battleground is emerging among the top three memory giants. U.S.-based Micron appears to be leading the charge, having reportedly started SOCAMM module production for NVIDIA. Meanwhile, Samsung and SK hynix are acti...

According to Aju Daily, SK Group Chairman Choi Tae-won notes that with the arrival of HBM4, the competitive landscape is set to shift, as that by 2026, the market will likely become more competitive and diversified. As the report highlights, SK hynix became the first company globally to deliver a...

As Samsung and Apple lead the push into foldable smartphones, South Korean component suppliers are reportedly increasing their facility investments, according to ZDNet. The report indicates that the market is expected to grow substantially from 2026 onward, prompting these suppliers to scale up capa...

According to a report from Economic Daily News, TSMC recently announced that its Q2 revenue reached USD 30.07 billion, setting a new record high. Notably, the report highlights that, as indicated by institutional investors, AI-related business accounted for more than one-third of the quarterly total...

With TSMC and NVIDIA signaling booming AI demand, the supply chain is heating up and key materials are facing imminent price hikes. According to Commercial Times, BT substrate prices have been climbing since July, and prices for high-end fiberglass fabrics used in IC substrates are also set to rise ...