Conflict in the Middle East triggered by tensions between the U.S. and Iran is rattling energy markets, raising concerns for the semiconductor industry. According to Commercial Times, as demand for AI chips surges, the industry’s reliance on stable power supplies continues to grow. For example, TS...

Ahead of NVIDIA’s GTC next week, all eyes are on the HBM4 supply for its next-gen AI accelerator, Vera Rubin, set for release in the second half of the year. Hankyung, citing industry sources, reports that Samsung Electronics and SK hynix are on the component supplier list. With HBM4 production ta...

The U.S. is proposing further restrictions on Chinese semiconductors. According to Hankyung, citing sources from legal analysis platform Lexology, the Federal Acquisition Regulatory Council (FAR) has proposed a rule that would ban federal procurement of products, components, and services containing ...

On February 25, global memory leader SK hynix announced that its board of directors has approved an additional investment of approx. KRW 21.6 trillion (~ USD 15 billion) for its first semiconductor fabrication plant by the end of December 2030. The funds will be used to finalize construction of t...

Tesla is reportedly exploring plans to expand production of its AI6 chip, a move that could lead to additional orders for Samsung. According to The Elec, industry sources say senior Tesla procurement executives are expected to visit Samsung Electronics this week to discuss increasing foundry capacit...