Rising memory prices are creating an unusual divergence in South Korea's semiconductor export data. As noted by Seoul Economic Daily, export revenue is rising sharply even as export volume by weight declines, highlighting growing demand for lightweight, high-value chips such as HBM. As the report...

Applied Materials is expanding its footprint in Singapore as AI fuels semiconductor demand. According to Nikkei, the company has opened a US$500 million manufacturing campus there, a key part of its strategy to nearly double its global production capacity as AI accelerates semiconductor demand. ...

While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an even more aggressive expansion across both DRAM and NAND. According to Nikkei, citing Chairman Chey Tae-won, the company is targeting a threefold increase in wafer outpu...

Microsoft is reportedly reducing its workforce in China. According to South China Morning Post, the company is reportedly cutting hundreds of positions within its Azure cloud business in the country as it responds to increasingly restrictive data regulations in both the U.S. and China. The report no...

NVIDIA officially unveiled RTX Spark at Computex, marking the debut of its N1X platform for Windows PCs. The first RTX Spark-powered systems are scheduled to go on sale in October. According to Zhu Shi's column on TechNews, RTX Spark's most notable feature is the number of CUDA cores integrated into...