News
Recent media reports indicate that some Japanese suppliers of tungsten hexafluoride (WF₆) have notified Korean semiconductor companies of possible disruptions in raw material supply, with existing inventories expected to last only until mid-2026. Industry observers warn that such supply constraint...
News
On March 25, compound semiconductor deposition equipment supplier AIXTRON announced plans to establish a new manufacturing facility in Malaysia, aiming to strengthen its global competitiveness and capture opportunities arising from the rapidly growing semiconductor equipment ecosystem in Southeast A...
News
Japanese silicon wafer supplier SUMCO has announced a delay in the construction of two new wafer fabs, citing structural changes in the global semiconductor market. The company noted that while demand for wafers used in PCs and smartphones has stabilized, demand driven by generative AI is surging. A...
News
Amid market speculation that SK hynix is considering a ¥2 trillion (about KRW 18 trillion) investment to build a memory fab in Japan, the company has officially denied the claim. However, a separate report by Chosun Biz indicates that both Samsung and SK hynix have repeatedly received proposals fro...
Insights
Amid rapidly rising demand for AI servers, global memory capacity allocation is undergoing a clear shift, with Japan’s consumer electronics industry reportedly feeling the impact. According to Gu Chuan’s column in TechNews, memory suppliers such as Samsung Electronics and SK hynix are prioritizi...