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2026-03-26

[News] From EUV to Backside Cooling: How Middle East Tensions Could Squeeze Bulk Gas Supply for Chipmaking

Please note that this article cites information from TechNews, The Korea Herald, and Liberty Times. As the Iran–U.S. conflict escalates, concerns are rising over disruptions to critical supplies from the Middle East, including semiconductor bulk gases. According to TechNews, beyond oil, some g...

2026-03-25

[News] Alibaba Unveils RISC-V XuanTie C950 CPU for AI Agents, 5nm Chip Reportedly Made by TSMC

Please note that this article cites information from Nikkei, Hong Kong China News Agency, Jiemian, CNBC, and EE Times China. Alibaba is ramping up its push into AI chips as demand for AI agents surges in China. According to Nikkei, Alibaba Group unveiled its latest CPU, XuanTie C950, designed...

2026-03-25

[News] SK hynix Aims to Secure ₩100T+ in Net Cash to Support Long-Term Investment; ADR Eyed for 2H26

Please note that this article cites information from SK hynix, ZDNet, Yonhap News, Chosun Ilbo, and Reuters. SK hynix held its 78th annual general shareholders’ meeting at its headquarters in Icheon on the 25th, bringing its investment strategy into focus. According to ZDNet, President Kwak No...

2026-03-25

[Insights] Memory Spot Price Update: DRAM Spot Momentum Constrained as March Contracts Hold, DDR4 Weakest

According to TrendForce's latest memory spot price trend report, regarding DRAM, upward momentum in the DRAM spot market has been constrained, with the DDR4 segment being particularly weak. Meanwhile, in terms of NAND, as negotiations for contract prices of the new quarter gradually approach, the sp...

2026-03-25

[News] Arm Unveils First AGI CPU on TSMC 3nm; Meta Among Customers, Promising Up to 2× Performance vs. x86

Please note that this article cites information from Commercial Times, Arm, CNBC, and Bloomberg. Chip IP provider Arm has ventured into chip design. According to Commercial Times, Arm announced it will launch its first in-house processor for AI data centers, the “Arm AGI CPU,” targeting eme...

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