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2026-08-28

[News] Micron Taiwan Strike Vote Possible in Sept. as ~80% Union Back Action Over Bonus Gap With Samsung, SK hynix

Surging memory prices are lifting profits at Samsung, SK hynix, and Micron, while also fueling demands for higher employee payouts. According to Commercial Times, Micron’s two major unions in Taiwan are calling for the company’s Incentive Pay Plan (IPP) to be replaced with what they consider a f...

2026-08-28

[News] Trump Reportedly Plans Broad Chip Tariffs on End Products; Consumer Demand Could Face Further Pressure

The Trump administration is reportedly weighing a broader semiconductor tariff strategy aimed at boosting domestic chip production. According to POLITICO, sources say one approach under consideration could extend tariffs beyond chips to products containing semiconductors, potentially including lapto...

2026-08-28

[News] SK hynix Breaks Ground on Indiana Packaging Plant, Eyes HBM4E by 3Q29; CEO Sees Tight Supply Through 2030

SK hynix broke ground on its first advanced semiconductor packaging plant in the U.S. on Aug. 27. The company aims to complete the cleanroom by October 2028, with ZDNet reporting that the facility is slated to begin HBM4E mass production in the third quarter of 2029. According to Kyunghyang Shinm...

2026-08-28

[News] TSMC-Linked VIS’ Fab 3 Fire Puts Further Pressure on Tight 8-Inch Capacity

Amid tightening mature-node foundry capacity, a fire broke out late Aug. 27 at Vanguard International Semiconductor’s (VIS) Fab 3 in Taoyuan, prompting the evacuation of more than 200 employees, according to TechNews. TSMC currently holds a 19% stake in VIS. As of press time, the company had no...

2026-08-28

[News] HBF Promises Massive Capacity but Could Reportedly Cost More Than HBM, With Bandwidth at Just ~60% of HBM

HBF has emerged as a closely watched new memory technology, promising far greater capacity than HBM at a similar cost. However, its potential role may be more limited than initially expected. According to Tom’s Hardware, GPU IP company OXMIQ Labs said at Hot Chips 2026 that High Bandwidth Flash (H...

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