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2026-03-30

[News] Samsung Labor May Strike from May 21, Potentially Lifting DDIC and PMIC Prices Amid Tight Mature-Node Supply

Please note that this article cites information from JoongAng Ilbo, Commercial Times, Chosun Ilbo, and Edaily. Samsung strike risks are rising, adding uncertainty to the semiconductor supply chain. JoongAng Ilbo notes that the labor union plans to carry out an 18-day general strike starting on ...

2026-03-30

[News] Select DDR5 Kits Reportedly Slide Over 20% in U.S. Retail Amid Google’s TurboQuant Debate

Please note that this article cites information from Wccftech, IT Chosun, and Tom’s Hardware. After months of relentless gains, the memory market might be showing early signs of a turning point. According to Wccftech, DDR5 prices have recently started to ease across several major U.S. retail chan...

2026-03-30

[News] Chinese Semiconductor Equipment Manufacturers Draw in New Investment

Since the start of 2026, sustained demand from AI and high-performance computing (HPC) has kept global semiconductor equipment financing highly active. In China, under the push for supply chain self-reliance, localization is accelerating across high-end bonding tools, automated test equipment (ATE),...

2026-03-30

[News] SMIC 2026 Action Plan Points to Above-Industry Growth, Capex Held in Line with 2025

Please note that this article cites information from South China Morning Post, Wallstreetcn, Security Times and SMIC. Amid a broader wave of price increases spreading from upstream foundries to downstream memory and analog chips, China’s leading foundry SMIC has released its 2026 action plan alo...

2026-03-27

[News] Inside Mitsubishi Electric, Rohm, Toshiba Talks and Denso’s Move: Japan’s Power Chip Consolidation Push

Please note that this article cites information from Nikkei, Bloomberg, and Nikkei Xtech. Japan’s power semiconductor industry may be moving toward a major consolidation. According to Nikkei, sources say Mitsubishi Electric, Rohm, and Toshiba are preparing to enter talks to combine their power...

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