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The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping investment push in South Korea. According to The Elec, the two memory giants will jointly deploy 800 trillion won to build four new fabs in the country’s southwest, a...
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The world's three largest memory chipmakers—Samsung, SK hynix, and Micron—are facing a U.S. class-action lawsuit. According to IT Chosun, 17 U.S. consumers allege the three companies deliberately reduced the supply of commodity DRAM under the pretext of expanding HBM production for AI, systemati...
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Recent geopolitical tensions have created another potential bottleneck for Korea's semiconductor supply chain. The supply of high-purity carbon dioxide (CO₂) used in advanced semiconductor manufacturing has reportedly tightened. According to The Elec, industry sources say total inventory across t...
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As AI-driven memory demand continues to outpace supply, leading Asian memory makers are accelerating capital market strategies to support large-scale expansion. Notably, SK hynix and Kioxia have both advanced plans to issue U.S. depositary receipts (ADRs), underscoring a broader push to tap U.S. inv...
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As memory giants accelerate their next-generation HBM race, Samsung Electronics has reportedly hit a key milestone. According to Yonhap News and ZDNet, its HBM4 has surpassed US$1 billion in revenue, making it the first product in the industry to reach the level just four months after entering mass ...