Subject


Samsung


2026-03-05

[News] U.S. Plans to Ban Select Chinese Chips in Federal Procurement from Dec. 2027, Lifting Korean Chipmakers

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 ...

2026-03-05

[News] SK Hynix Commits Additional USD 15 Billion, Escalating Fab Expansion Race among Memory Giants

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...

2026-03-04

[News] Tesla Reportedly Weighs Doubling AI6 Output, May Add Samsung Orders Ahead of Executive Talks

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...

2026-03-04

[News] Asia’s Chipmakers Reportedly Eye $136B Spend in 2026, Up 25% YoY, Spanning Foundry and Memory

Fueled by soaring demand for AI chips, memory, and logic processors, Asia’s top chipmakers are ramping up their 2026 capital spending. Nikkei and TrendForce report that leading semiconductor firms across South Korea, Taiwan, Japan, and China plan to invest over $136 billion this year, a 25% increa...

2026-03-04

[News] SOCAMM War Heats up: Micron Ships 256GB SOCAMM2 Samples, Topping Industry Capacity

Shortly after confirming that it had begun sampling its 192GB SOCAMM2 last October, Micron has moved a step further. According to a new press release, the company has started shipping customer samples of a 256GB SOCAMM2 — currently the highest-capacity LPDRAM module in the industry. Micron said...

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