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2026-07-23

[News] SK hynix Reportedly Eyed as Potential Partner to Operate Intel’s Ohio Fab After Denying Acquisition Plans

While both Intel and SK hynix denied market chatters that the latter could work towards acquiring Team Blue’s Ohio fab, the two parties could still be exploring collaboration opportunities. Semafor, citing sources familiar with the matter, reports that SK hynix is among the potential partners bein...

2026-07-23

[News] GaAs and InP Substrate Project Approved in Chinese Zhejiang Province

A high-end compound semiconductor substrate project with a total investment of RMB 2 billion (approximately USD 280 million) has been officially approved and will be established in Quzhou, Zhejiang Province, according to the Zhejiang Provincial Online Investment Project Approval and Supervision Plat...

2026-07-23

[News] Nanya Tech Sees Memory Market to Reach Record US$800B in 2026, Nearly Half of Semiconductor Revenue

As the memory upcycle broadens from HBM and leading-edge DRAM to legacy products, Taiwanese DRAM maker Nanya Technology is emerging as a key beneficiary as AI-driven demand expands across the market. Citing Nanya Tech Senior Vice President Joseph Wu, Liberty Times reports that AI inference is expect...

2026-07-22

[News] AI Data Center Demand Revives HDD; Japanese Component Makers TDK, Resonac Expand Capacity

Hard disk drives (HDDs) are regaining attention as AI data center operators seek cost-effective, high-capacity storage to support rapidly growing data volumes. According to The Elec, although HDDs gradually lost ground to solid-state drives (SSDs), they are now poised for a rebound. The report says ...

2026-07-22

[News] Samsung Reportedly Builds Hybrid Bonding Mass Production Line; Full-Scale Deployment Seen in 2029–2030

With next-generation HBM advancing, attention is increasingly turning to the commercialization of hybrid bonding. According to The Elec, citing industry sources, Samsung Electronics is establishing a mass production line equipped with around 50 die-to-wafer (D2W) hybrid bonders at its Pyeongtaek cam...

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