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2026-07-13

[News] SK hynix Chair Dismisses HBM Slowdown Talk, Reportedly Says Clients Want Memory Capacity Up 5-6x

SK hynix has taken its first major step into global capital markets, with The Wall Street Journal reporting that its ADRs surged 13% last Friday following the memory chipmaker’s record $26.5 billion U.S. share offering—the largest ever by a foreign company. The stock, as noted by the report, clo...

2026-07-13

[News] Sumitomo Electric to Raise InP Substrate Expansion Scale With JPY 18 Billion

As per Nikkei, Sumitomo Electric Industries has significantly expanded its indium phosphide (InP) substrate investment plan, committing approximately JPY 18 billion (USD 120 million) to upgrade existing production lines. The company aims to increase InP substrate capacity to 3.1 times its fiscal 202...

2026-07-13

[News] LG Innotek Files 30 Foldable Backplate Patents, Reportedly Eyeing Apple’s Future Devices

LG Innotek is reportedly strengthening its foldable technology portfolio through a series of backplate patent filings. According to ZDNet, the company has submitted 30 patent applications related to foldable display backplates, a move widely seen as positioning it for future supply opportunities in ...

2026-07-10

[News] PrismML Reportedly Shrinks Alibaba’s Qwen 3.6 to Run on iPhone 17 Pro, Drawing Apple’s Interest

Apple is continuing to strengthen its on-device AI strategy, and one startup has reportedly drawn the company's interest. According to Seeking Alpha, citing The Information, PrismML has compressed Alibaba's open-source Qwen 3.6 large language model to run on the iPhone 17 Pro. The reported breakthro...

2026-07-10

[News] DRAM Rally Lifts Nanya Tech’s 2Q Gross Margin to Nearly 80%, Closing in on Global Memory Leaders

The ongoing phase-out of legacy DRAM capacity by major memory manufacturers has tightened supply and lifted pricing, positioning Taiwan's Nanya Technology among the biggest beneficiaries. Citing Liberty Times, the company reported a second-quarter gross margin of 79.5%, as average DRAM selling price...

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