Japan Display sells Mobara fab to Shinko for chip packaging
The transaction yields an estimated 51.4 billion yen extraordinary gain for the display maker as Shinko converts the site into an AI substrate facility.
Semiconductors & AI Hardware
RSSMemory, foundry, equipment and materials across Korea, China and Japan — and the export rules that bound them.
China bans dual-use sales to MP Materials and US refiners
The Ministry of Commerce export blacklist targets MP Materials and USA Rare Earth, cutting off specialized processing feedstocks…
Rapidus forms 17-firm design alliance to back 2nm chip ramp
The Japanese foundry partnered with Synopsys, Cadence and domestic design houses to build an IP library and reduce client…
TSMC weighs Texas foundry campus to expand US chip capacity
Deliberations over an additional manufacturing site follow $265 billion committed to Arizona, as North American customers…
Korean chip toolmakers target Musk's $16.8 billion Texas fab
Hanmi Semiconductor and HPSP pursue supply roles in SpaceX and Tesla's planned Grimes County facility as Elon Musk acknowledges…
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…
Japan Prefectures Woo Taiwan Chip Vendors With Site Grants
Regional governments across Kyushu are preparing dedicated industrial parks to house supply chains feeding TSMC’s planned $17…
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…
AMD and Intel lift chip prices 10% on higher TSMC wafer fees
The planned markups across client processors and accelerators pass through foundry price hikes of up to 10% as advanced packaging…
Talga advances Japan graphite anode pacts for Swedish output
The Australian developer moved closer to binding contracts with Mitsubishi Chemical, Dainen and Hanwa as Japanese manufacturers…
Samsung starts Exynos 2700 production, lifting run size 10%
The 2nm processor targets Galaxy S27 handsets in Korea and Europe, trimming reliance on Qualcomm as Samsung Foundry works to…
TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface
While TSMC dismissed market talk of joining Elon Musk's 1-terawatt AI compute initiative, Intel remains the sole confirmed…
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…
Lynas buys Meteoric for $672M to control Brazil rare earths
The Australian miner's all-stock takeover of the Caldeira deposit targets dysprosium and terbium supplies to break Western…
MK Electron expands Kunshan plated wire capacity by 50% into 2027
The South Korean materials maker is lifting output at its Chinese plant to meet confirmed orders from local assembly houses as…
Nexchip injects $128M into Anhui Jingmei to secure photomask supplyMembers
The transaction transfers tooling subsidiary Hefei Jingwei to Anhui Jingmei as part of a 2.2 billion yuan expansion, lifting the…
Air Liquide invests €170M to expand Japan chip gas capacity
The French industrial gas supplier will build on-site cryogenic units in southern Japan under a long-term contract, bringing its…
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…
Synopsys expands TSMC pact with agentic AI chip design tools for A14
The deployment validates autonomous EDA workflows across TSMC's 1.4-nanometer A14 node, multi-die CoWoS interposers and HBM4…
LS Eco Energy builds Vietnam samarium line as US rules loom
The Seoul-based supplier will spend 11.6 billion won for 58% of Global Shre Metal to produce 240 tons of defense-grade material…
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…
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.