South Korean giants Samsung and SK hynix are ramping up investments amid surging AI demand. According to ZDNet, Samsung plans to invest 450 trillion won in Korea over the next five years, including significant R&D spending. SK Group, as noted by Yonhap News, had initially planned to invest 128 t...

As HBM4 heads toward mass production in 2026, industry players are beginning to look ahead to HBM4E as the next stage of development. According to Chosun Biz, citing industry sources, with HBM4E the market is expected to move beyond standardized, mass-produced products toward more customized solutio...

With SanDisk signaling that NAND supply will stay tight through 2026, major memory makers are taking an unexpectedly cautious approach. According to Chosun Biz, Samsung Electronics, SK hynix, Kioxia, and Micron have jointly scaled back NAND flash production in the second half of 2025—sending price...

DRAM prices are continuing to rise. According to Chosun Biz, industry sources on the 11th said that with a tightening supply of general-purpose DRAM, prices are expected to keep climbing, and SK hynix’s operating margin for this segment is projected to exceed 70%. The report adds that since much o...

ASML, the Dutch semiconductor equipment maker that produces machines essential for advanced chip manufacturing, has unveiled a new campus in South Korea. According to ZDNet, ASML held an opening ceremony for its new “Hwaseong Campus” in Gyeonggi Province on the 12th. The report adds that ASML in...