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Articles


2026-03-30

[News] SMIC 2026 Action Plan Points to Above-Industry Growth, Capex Held in Line with 2025

Please note that this article cites information from South China Morning Post, Wallstreetcn, Security Times and SMIC. Amid a broader wave of price increases spreading from upstream foundries to downstream memory and analog chips, China’s leading foundry SMIC has released its 2026 action plan alo...

2026-03-27

[News] Inside Mitsubishi Electric, Rohm, Toshiba Talks and Denso’s Move: Japan’s Power Chip Consolidation Push

Please note that this article cites information from Nikkei, Bloomberg, and Nikkei Xtech. Japan’s power semiconductor industry may be moving toward a major consolidation. According to Nikkei, sources say Mitsubishi Electric, Rohm, and Toshiba are preparing to enter talks to combine their power...

2026-03-27

[News] Apple Reportedly Deploys $200K–$400K Four-Year Bonuses to Defend Against OpenAI Talent Raids

Please note that this article cites information from Bloomberg, Reuters, Financial Times, and Wall Street Journal. Apple is reportedly offering bonuses to retain its iPhone designers as AI firms such as OpenAI step up talent poaching. According to Bloomberg, sources say the company has granted ...

2026-03-27

[News] Micron Reportedly Eyes JDI’s Mobara Plant for Chip Assembly and Testing Expansion in Japan

Please note that this article cites information from Nikkei, 47 News, and CAFE Digital. While Micron has just completed its acquisition of a Tongluo fab from Taiwan-based PSMC, it may already be scouting its next target amid an aggressive expansion push. According to Nikkei, Japan Display Inc. (JDI...

2026-03-27

[News] Iran Conflict Reportedly Drives 50%+ Helium Spot Price Surge; Samsung, SK hynix on High Alert

Please note that this article cites information from The Elec and MoneyDJ. The Iran conflict has put the semiconductor industry on alert, raising concerns over procurement and cost pressures for critical materials. According to The Elec, South Korea’s chip sector is closely monitoring the situ...

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