TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging…
Company watch
All companies →SK hynix
Every EAB briefing that touches SK hynix — capital spending, plants, M&A, earnings and policy exposure. 66 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 60 of 66
- Subject of the briefing
- 44
- Named as exposed
- 24
- Desks
- Semiconductors (57), Analysis (3), Robotics (3), Energy & Minerals (2), Trade & Policy (1)
Samsung and SK hynix Target Robot DRAM as Demand Multiplies
Average memory per humanoid will more than double to 39 gigabytes by 2030, shifting packaging requirements toward low-power LPDDR…
SK hynix and Samsung push 16-layer HBM4 as Nvidia caps Rubin at 12 dies
South Korean memory makers prepare 48-gigabyte stacks with hybrid bonding as AI accelerator thermal constraints and packaging…
Stratacache lists former SK hynix Oregon chip fab for sale
The 197-acre Eugene campus with 170,000 square feet of cleanroom space returns to the market after local zoning officials blocked…
Lam Research ships 15,000th chip equipment chamber in Korea
The milestone marks 15 years of domestic manufacturing across Gyeonggi Province as local procurement surpassed 1 trillion won…
GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal
The five-year contract establishes domestic manufacturing in Malta, New York, for TSMC's CoWoS packaging ecosystem, with…
TSMC September revenue jumps 55% on booming AI chip orders
The Taiwanese foundry posted record third-quarter sales of NT$1.49 trillion ($46.7 billion), beating its guidance ceiling as Big…
Tokyo Electron nears 1 trillion yen profit on memory capex
Surging wafer equipment demand from Samsung Electronics and SK hynix puts Tokyo Electron's annual operating profit target within…
CXMT Hired 27 Samsung and SK hynix Engineers for DRAM Fabs
Parliamentary audit data shows departing specialists averaged 15.4 years of service before brief tenures at the Chinese memory…
Nextin wins $18.8 million SK hynix wafer inspection order
The Korean toolmaker booked a 25.44 billion won deal equal to 38% of its annual sales, expanding domestic optical metrology…
Samsung revamps HBM thermal packaging to challenge TSMC supply lead
The South Korean chipmaker pairs 4nm base dies with hybrid copper bonding to curb thermal resistance by 20% as Nvidia demands…
Hanmi Semiconductor wins $18 million tool deal from Samsung
The 24.48 billion won order for substrate saw and inspection equipment marks the supplier's first major contract with a Samsung…
JSR completes South Korea EUV photoresist plant in Cheongju
The Japanese supplier established the industry's first commercial finishing base for tin-based metal oxide resists to support…
CK Solution wins SK hynix cleanroom deal, targeting 500B won
A $110 million contract for SK hynix's Indiana packaging fab lifts the cleanroom engineering specialist's disclosed 2026 bookings…
Micron taps TSMC for custom HBM4E memory, taking on SK hynix
The US memory maker will outsource its HBM4E base logic dies to TSMC's advanced node, targeting up to 30% higher bandwidth for…
Micron Cuts DRAM Lead of SK hynix to One Point on HBM Demand
The US chipmaker reached 24% of global DRAM revenue in the second quarter as SK hynix fell to 25%, testing Korean memory pricing…
JSR opens South Korea EUV photoresist plant for 2nm chips
The 75 billion won facility in Ochang establishes local finishing lines for metal oxide resist, positioning the Japanese supplier…
Samsung says HBM will take 30% of DRAM wafer capacity by 2027
The shift crowds out standard DDR5 output across shared lines, while research firm TrendForce projects average selling prices for…
SK hynix Evaluates Solidigm US IPO Amid Governance Scrutiny
Reports of a potential $150 billion U.S. listing for the enterprise SSD subsidiary highlight booming AI storage demand while…
SK hynix resumes DRAM packaging outsourcing to vendor Winpac
The memory maker is allocating DDR4 and DDR5 flip-chip assembly to the domestic OSAT provider, shifting legacy backend operations…
Chip fab expansion drives cleanroom SCARA robot demand globally
Global industrial robotics revenue will reach $88.66 billion by 2030 as electronics makers and semiconductor fabs deploy…
Korea unfreezes Honam grid to add 2.6 GW of solar capacity
The policy ends a two-year connection freeze across 164 substations on Oct.
OCI anchors Jeonbuk chip materials hub with acid expansion
The chemical maker will lift Gunsan phosphoric acid capacity to 30,000 tons as South Korea commits 45 billion won to anchor an…
SK hynix validates HBM5 with TSMC on next-generation CoWoS
The South Korean chipmaker secured TSMC's partner award after completing thermal and electrical trials on eighth-generation…