The trend toward long-term supply agreements is expanding beyond memory, with tightening MLCC supply prompting major tech companies to secure component availability. According to ZDNet, Samsung Electro-Mechanics has signed a one-year supply contract with a major customer for multilayer ceramic capac...

Rising raw material costs are driving price increases among upstream electronics and semiconductor materials suppliers. According to TechNews, glass fiber cloth supplier FULLTECH and epitaxial wafer manufacturer VPEC have both issued price adjustment notices to customers, signaling mounting cost pre...

As Intel and TSMC both target 1.4nm mass production around 2028-29, Samsung—after reportedly delaying its own roadmap—is now re-entering the race. According to The Bell, the company has resumed efforts to commercialize its 1.4nm (SF1.4) foundry process, with mass production now slated for 2029, ...

China's tech giant ByteDance is accelerating its push into custom AI chips. According to South China Morning Post, sources say the company aims to finalize the design of its next-generation in-house CPU by early 2027, with mass production and broader deployment targeted for the second half of the ye...

The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping investment push in South Korea. According to The Elec, the two memory giants will jointly deploy 800 trillion won to build four new fabs in the country’s southwest, a...