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2026-03-20

[News] Samsung Reportedly Allocates 50%+ of Pyeongtaek Foundry Capacity to HBM4 Base Die; Said to Win OpenAI Deal

Please note that this article cites information from Hankyung. Samsung is reportedly ramping HBM4 base die production at its foundry. According to Hankyung, sources say the company will allocate over half of its Pyeongtaek foundry capacity to in-house HBM4 base dies, rather than external clients. ...

2026-03-20

[News] SK hynix Reportedly Weighs TSMC 3nm for HBM4E Logic Dies to Gain Edge over Samsung

Please note that this article cites information from the Chosun Daily, ETNews, and TechPowerUp. With all three leading memory giants now close to shipping HBM4, the race for next-gen HBM is intensifying, with advanced nodes taking center stage. Samsung is reportedly set to use its in-house 4nm pr...

2026-03-20

[News] Tsinghua Team Achieves Key Breakthrough in Novel Magnetic Memory

On March 16, at the Zhongguancun Forum event on “Progress in Beijing’s Basic Research and Technological Breakthroughs,” a research team led by Professor Song Cheng from the School of Materials Science and Engineering at Tsinghua University announced a major breakthrough in next-generation magn...

2026-03-20

[News] Japan’s Rix Said to Target AI Chip Packaging Boom with Cleaning Tools in 2026

Please note that this article cites information from Nikkei and Rix. As semiconductor giants like TSMC accelerate development and capacity expansion for 2.5D and 3D packaging technologies such as CoWoS, a new business opportunity is emerging for chipmaking tool companies. According to Nikkei, Jap...

2026-03-19

[News] MLCC Giant Murata Reportedly to Decouple China Rare Earth Supply in 3 Years as Risks Rise

Please note that this article cites information from Financial Times and Nikkei. Amid rising geopolitical uncertainty, Japan’s leading MLCC supplier is reportedly moving to decouple its rare earth supply chains between the U.S. and China. According to Financial Times, Apple supplier Murata Manufa...

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