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2026-03-17

[News] NPE Patent Trolls Reportedly Turn Up Pressure on Samsung and SK hynix Amid HBM Boom

As Samsung and SK hynix battle for dominance in memory—particularly in the red-hot HBM market—an unexpected challenger could be emerging. South Korean outlet EBN reports that amid the unprecedented boom in HBM demand, the country’s chipmakers are increasingly becoming prime targets for non-pra...

2026-03-16

[News] Korean Expert Predicts “Chinese ASML” by 2030; Hua Hong Said to Join SMIC at 7nm

How close could China come to Western technology in AI? According to Chosun Daily, Professor Kwon Seok-joon of Sungkyunkwan University’s Department of Semiconductor Convergence Engineering said that a “Chinese ASML” could emerge within a decade. As the report notes, Kwon said China is accel...

2026-03-16

[News] Meta Reportedly Eyes 20% Job Cuts, Largest Since 2023; ASML Plans 1,700 Layoffs

Major tech companies are once again preparing for layoffs. According to Reuters, sources say Meta is considering broad job cuts that could affect 20% or more of its workforce as the company seeks to offset the heavy costs of AI infrastructure investments. The report adds that no timeline has been se...

2026-03-16

[News] Micron Plans 2nd Tongluo Facility After PSMC P5 Acquisition; Construction to Start by FY26

As Micron announced on March 15 that it has formally completed the acquisition of Powerchip Semiconductor Manufacturing Corp (PSMC)’s P5 site in Tongluo, Taiwan, it also unveiled plans for a second manufacturing hub at the same site, signaling an ambitious expansion on the island, as highlighted b...

2026-03-16

[News] UMC, VIS, PSMC Reportedly Eye Mature-Node Price Hikes Up to 10% From Apr.; IC Costs May Rise

Mature-node foundries are moving toward a new round of price hikes. According to Economic Daily News, the world’s four major mature-node foundries—including UMC, Vanguard International Semiconductor (VIS), Powerchip, and China’s Nexchip—are reportedly set to raise quotes as early as April, w...

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