The glass substrate race is heating up as AI chips demand larger packages, with South Korean and Japanese players racing to gain an early edge. According to Seoul Economic Daily, Japan’s Shinko Electric Industries has developed a 22-layer glass substrate by stacking 11 copper wiring layers on each...

Samsung and SK hynix are accelerating semiconductor investment as AI demand drives capacity expansion and advanced-process upgrades. According to Etoday, citing the companies’ 2026 semi-annual reports, Samsung Electronics and SK hynix invested a combined KRW 43.198 trillion in semiconductor facili...

China’s tightening trade restrictions are putting Japan’s rare-earth supplies for EVs and semiconductor manufacturing equipment under increasing strain. According to Nikkei, imports of two particularly scarce rare-earth products in 1H26 fell to roughly 20% of 1H24 levels. Dysprosium-iron alloy i...

DDR5 memory prices have continued to climb sharply. According to Wccftech, citing 3D Center, Germany’s DDR5 price index rose from 445% to 486% in August, making a typical DDR5 RAM kit nearly 4.9 times more expensive than a year ago. Most higher-capacity modules also recorded double-digit increases...

As TSMC’s Arizona fabs ramp up to meet strong demand from NVIDIA and other Big Tech customers, the U.S. unit has overtaken TSMC Nanjing as the foundry giant’s most profitable overseas subsidiary. Citing TSMC’s 1H26 interim report, Commercial Times and the Economic Daily News report that TSMC A...