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2025-12-02

[News] Memory Price Rally May Run Past 2028 as Samsung, SK hynix Reportedly Cautious on Expansion

With DRAM prices climbing sharply and supply still constrained, Samsung and SK hynix are prioritizing profitability. According to Hankyung, the two companies—together commanding roughly 70% of the DRAM market—signaled caution toward aggressive capacity expansion during recent IR meetings with ma...

2025-12-02

[News] Micron to Build a New Memory Chip Plant in Japan with USD 9.6B

Micron Technology has announced plans to invest JPY 1.5 trillion (approximately USD 9.6 billion) to build a new factory dedicated to high-bandwidth memory (HBM) chip production in Hiroshima, Japan. The facility will be located within Micron’s existing Hiroshima site, with construction scheduled to...

2025-12-02

[News] Silicon Photonics Momentum Builds: Samsung Ramps R&D in Singapore, UMC Teams With IMEC

With AI compute demands soaring, silicon photonics is emerging as a next-generation technology poised to reshape the landscape. According to Hankyung, sources say that Samsung Electronics’ Device Solutions (DS) Division has designated the technology as a future strategic priority and begun recrui...

2025-12-01

[News] Intel Reportedly Taps Amkor’s Songdo Facility for EMIB Packaging in First-Ever Outsourcing Move

Buzz is building as tech giants like Google and Meta consider Intel’s EMIB advanced packaging, and Team Blue is going full throttle. ETNews reports that Intel is understood to have established its EMIB process at Amkor's Songdo K5 facility in South Korea—its first-ever move to outsource such hig...

2025-12-01

[News] TSMC Unveils Custom C-HBM4E Details: N3P Logic Dies Reportedly Target 2× Efficiency Gain

As memory makers push deeper into custom HBM logic dies for the HBM4 era, foundries—led by TSMC—are stepping up with more breakthroughs. German outlet HardwareLUXX reports that TSMC’s custom HBM4E, currently dubbed C-HBM4E, will leap to the N3P node. Along with dropping voltage from 0.8 V to 0...

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