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2026-06-03

[News] Kioxia Targets ¥470B Yearly Capex in FY26–28, Up 66% from FY25, Reportedly Weighing Third Kitakami Fab and M&A

After projecting a 48-fold year-on-year surge in net profit for the April–June quarter, Japan’s NAND heavyweight Kioxia delivered an even more bullish outlook at its Investor Day on June 2. According to EE Times Japan, the company plans to ride the memory upcycle with average annual capital expe...

2026-06-03

[News] China Launches 8-Inch GaN-on-Silicon Micro LED IDM Production Line

Recently, West Lake Yanshan Technology (Hangzhou) Co., Ltd. officially commenced production at what it claims is the world’s first 8-inch GaN-on-Silicon Micro LED IDM mass production line, located at its factory in Deqing, Zhejiang Province. The newly launched line adopts a full-chain IDM model...

2026-06-03

[News] Samsung Foundry Reportedly in Talks With Chinese Carmakers Like BYD for 2nm, 4nm Autonomous Driving SoCs

Samsung Foundry appears poised to win new business from China's leading automakers. According to Seoul Economic Daily, industry sources say Samsung is in talks with several major Chinese carmakers, including BYD, to manufacture autonomous driving system-on-chip (SoC) devices using its 2nm and 4nm pr...

2026-06-02

[News] Intel Lip-Bu Tan Reflects on Taiwan’s Semiconductor Journey, Highlights AI and 18A Roadmap at COMPUTEX

As AI shifts from training to inference, CPUs are once again taking center stage in the industry, putting Intel firmly back in the spotlight. Intel CEO Lip-Bu Tan's appearance at COMPUTEX has therefore drawn significant attention. According to Economic Daily News, Tan used his keynote to outline In...

2026-06-02

[News] SK Chair Sees Memory Shortage Through 2030, Eyes Capacity Doubling and Stronger TSMC, Taiwan Ties

As next-gen HBM solutions has become a key focus at COMPUTEX amid surging AI demand, SK Group Chairman Chey Tae-won made a brief visit to the SK hynix booth on June 2 and spoke with the media. According to TechNews, Chey expects supply-demand tightness in the memory market to persist through 2030. ...

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