Subject


Samsung


2025-09-02

[News] Samsung, SK hynix Reportedly Delay Phase-out to 2026 as DDR4 Becomes Unexpected Cash Cow

With DDR4 prices holding strong amid tight supply, memory giants that once planned to phase out the chip are now reversing course. South Korea’s Maeil Business Newspaper reports that Samsung and SK hynix will extend DDR4 production into next year. Previously, as Commercial Times noted, both com...

2025-09-01

[News] NVIDIA’s Jensen Huang to Join APEC in Oct., Raising Hopes for US–Korea Chip Push

According to Chosun Daily, NVIDIA CEO Jensen Huang will attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, Korea this October. Citing sources, the report says his participation has raised expectations for deeper U.S.–Korea semiconductor cooperation and underscores NVIDIA’s i...

2025-09-01

[News] Samsung Reportedly Restarts Taylor Equipment Orders, Appoints New Head to Lead Operations

After securing the $17 billion Tesla deal—a potential game-changer for its chip business, Samsung is reportedly restarting investment in its foundry facility in Taylor, Texas. According to etnews, the massive order came as a trigger for the company, with equipment investments estimated at roughly ...

2025-09-01

[News] U.S. Revokes China Chipmaking Tool Licenses for Samsung, SK hynix: Decoding Market Impact

Samsung and SK hynix, though temporarily spared from the risk of U.S. government stake-taking, are running into new obstacles in China as Washington revokes exemptions—granted under Biden after the 2022 export curbs—that previously allowed them to freely import American chipmaking equipment, acc...

2025-08-29

[News] Memory Giants Diverge on HBM Base Die: Micron Reportedly Delays Foundry Shift, Risks Losing Edge

With NVIDIA reportedly developing its own HBM base die for 2027 production, the spotlight is on memory giants moving base die manufacturing from DRAM to foundry processes. According to South Korea’s Digital Daily, Micron may take the most cautious approach, delaying the shift to foundries until HB...

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