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2026-09-16

[News] Samsung Reportedly Shifts Cheonan Capacity to HBM Packaging, Outsource Conventional Memory Modules

Samsung Electronics is reportedly reshaping its back-end operations in Cheonan as rising HBM demand drives a shift in packaging capacity. According to Sisa Journal, sources say the company plans to gradually phase out Exynos mobile application processor (AP) packaging at the site and convert the rel...

2026-09-16

[News] Intel CEO Flags AI Supply Squeeze: Memory Prices Up 5–7x, Its CPUs Meet Just 50% of Demand

As the AI boom strains supplies across the tech industry, Intel is sounding the alarm over mounting component bottlenecks. Speaking at Splunk’s .conf26 Global Broadcast, CEO Lip-Bu Tan said memory constraints could further intensify, with prices soaring five- to sevenfold already, according to SeD...

2026-09-16

[News] Samsung Electro-Mechanics, Qualcomm Reportedly Develop Organic Bridge Packaging, Eye Intel EMIB Alternative

Samsung Electro-Mechanics is expanding its push into AI advanced packaging through organic bridge technology. According to The Elec, sources say Samsung Electro-Mechanics and Qualcomm have been jointly developing organic bridge technology for 2.1D packaging for more than a year. The companies are cu...

2026-09-16

[News] Hanmi Semiconductor Reportedly Receives Terafab Packaging Tool Order, Eyes HBM TC Bonder Supply

Hanmi Semiconductor has reportedly entered the supply chain of Terafab, Elon Musk’s massive AI semiconductor project in Texas. According to Hankyung, sources say the company recently signed a purchase order (PO) with Terafab for packaging equipment used in AI system semiconductors. The equipment i...

2026-09-15

[News] MediaTek’s Dimensity 9600 Pro, Built on TSMC 2nm, Reportedly Hits Record $220, Closing In on Qualcomm

The 2nm smartphone chip race is heating up. MediaTek today unveiled its next-generation flagship Dimensity 9600 Pro, built on TSMC’s 2nm process. According to TaiSounds, the chipmaker’s entry into Google’s TPU supply chain has added to its pricing clout, with the chip reportedly commanding up ...

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