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2026-06-09

[News] SK hynix Reportedly Places 44.2bn Won TC Bonder Order with Hanmi, Accelerating HBM4 Ramp-up

Following Jensen Huang’s push for higher HBM supply from SK hynix, the memory maker has taken another step to ramp up production. According to ET News, SK hynix has placed a 44.2 billion won order with Hanmi Semiconductor for TC (thermal compression) bonders used in sixth-generation HBM (HBM4) pro...

2026-06-09

[News] Samsung, NVIDIA Deepen Ties as Talks Reportedly Expand to HBM5 Next Year and Next-Gen Groq Chips

Following Jensen Huang's high-profile meetings with SK hynix during his South Korea visit, Samsung Electronics Vice Chairman Jun Young-hyun met with the NVIDIA CEO on June 8 to discuss potential cooperation in HBM and foundry services. According to The Chosun Daily, Jun said the discussions focused ...

2026-06-09

[News] Intel Foundry Gains Momentum as Google Reportedly Orders 3M TPUs, NVIDIA Evaluates 18A for Multi-Die GPUs

Amid mounting capacity constraints and a widening shift among leading AI players to diversify their supply chains, Intel is emerging as a key beneficiary. Reuters and The Bull.com, citing The Information, report that Google has tapped Intel to manufacture more than 3 million TPUs in 2028, while NVID...

2026-06-09

[News] Nikon Targets Panel Packaging With New Lithography System Set for FY27 Launch, Targeting 30%+ Productivity Gain

While Nikon has lost ground in lithography competition with ASML, the Japanese equipment maker is stepping up efforts to diversify into emerging opportunities. According to a company press release, Nikon is targeting the panel-level packaging market through a new high-productivity digital lithograph...

2026-06-09

[News] China’s Tungsten Carbide and Powder Exports to Japan Reportedly Drop to Zero in Feb–Apr as Prices Surge

The standoff between Japan and China over critical materials and rare earths shows no sign of easing. According to Kyodo News, citing data from China’s General Administration of Customs, exports of tungsten carbide and tungsten powder from China to Japan dropped to zero between February and April....

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