CXMT starts 5th-gen DRAM output, bypassing US tool controls
The Chinese chipmaker deployed deep ultraviolet quadruple patterning to reach an 11.95-nanometer half-pitch and began volume runs of two 24Gb LPDDR5X chips.
Semiconductors & AI Hardware
RSSMemory, foundry, equipment and materials across Korea, China and Japan — and the export rules that bound them.
Japan confronts rare earth magnet squeeze under China curbs in August
China shipped 212 tons of permanent magnets to Japan in August, rebounding 90.3% from July but remaining 17.1% below 2025 levels…
AMD raises AI accelerator prices 10% on TSMC foundry costs
A planned fourth-quarter price adjustment covers enterprise Instinct accelerators and graphics cards while leaving consumer…
Taiwan clears TSMC fab site for sub-1.4nm chips at Longtan
The National Development Council approved an NT$95.6 billion layout across 104 hectares, granting Taiwan Semiconductor…
TSMC warns AI cannot solve physical barriers for 1.4nm chips
Co-Chief Operating Officer Y.J. Mii warns that automated design tools cannot bypass physical manufacturing limits as the foundry…
Sojitz and NRS agree to build Tata fab chemical supply chain in India
The Japanese trading house and logistics specialist signed a pact on Sept.
Doosan commits $725 million to expand AI chip laminate lines
The South Korean conglomerate will spend 968.4 billion won through 2028 across domestic and Chinese sites to meet surging demand…
SK hynix subsidiary Solidigm weighs NAND fab in New York
The South Korean memory producer said Sept. 18 that no terms are settled, as Washington pressures foreign chipmakers to onshore…
Fujifilm plans $83 million chip materials plant in India
The phased investment in Gujarat will supply chemical inputs to Tata Electronics' commercial wafer fab from fiscal 2028 under…
Samsung Electronics opens HBM4 base die supply to rival TSMC for AI
The South Korean memory maker will offer customers external wafer fabrication alongside its internal 4nm lines as it prepares…
TOK completes $76M chip chemical plant in Pyeongtaek, Korea
The Japanese supplier built the high-purity chemical facility to serve Samsung and SK hynix directly, with commercial operations…
SK hynix denies US memory fab deal with Intel at Ohio site
The South Korean memory maker refuted reports of leasing space at Intel's New Albany facility, while Seoul noted any HBM transfer…
Korea signs uranium and nuclear pacts with Kazakhstan in Seoul
The 13 bilateral pacts signed Sept. 15 target uranium from the top global producer and establish a joint critical metals…
MediaTek debuts first 2nm mobile AP built on TSMC N2P node
The Dimensity 9600 Pro leapfrogs Qualcomm to secure TSMC nanosheet capacity, cutting multicore power consumption by up to 61%…
Hanmi Semiconductor Wins Tool Order for Musk's Terafab PlantMembers
The South Korean packaging toolmaker secures its first supply contract for Elon Musk's Texas AI fab, though formal regulatory…
Japan, Uzbekistan agree to refine critical minerals locally for export
A bilateral memorandum between TMK and Mitsubishi targets tungsten, molybdenum and lithium processing to reduce Tokyo's reliance…
SK hynix taps TSMC for 3D DRAM logic, diverging from Samsung in 2026
The memory maker is outsourcing peripheral circuit fabrication to Taiwanese foundries, challenging Samsung Electronics' vertical…
Pentagon backs Elmet with $450 million for tungsten capacity
The equity commitment funds domestic processing plants and a Nevada mine restart to curb reliance on China, which controls…
China Gas buys US LNG from Venture Global under 20-year pact
The 0.5-million-tonne annual purchase expands the Chinese distributor's contracted volume from Louisiana export terminals to 2.5…
China and South Africa advance battery mineral refining pact
Beijing seeks overseas processing hubs to bypass Western trade barriers as Pretoria demands that refiners add value to its 37%…
TSMC revenue rises 53% on AI demand to record NT$514 billion
The Taiwanese contract chipmaker reached NT$514.81 billion in August sales as advanced-node orders widened its global foundry…
AMD Reaffirms TSMC Alliance While Evaluating Rival Foundries
The chip designer projected an AI market of up to $3 trillion by 2030, keeping its wafer volume anchored at TSMC while conducting…
DeepSeek cuts AI memory use 75%, rattling global chipmakers
The Chinese startup compressed key-value cache memory in its DeepSeek-V4.1-Flash model, erasing up to 3.5% of market value at…
OpenAI denies Samsung foundry deal for custom AI processors
A clarification follows Seoul executive remarks on joint chip work, keeping TSMC as primary fabricator while preserving Samsung…