Evolution Metals expands Korea magnet plant to 10,000 tons
The US firm is scaling its Pohang facility ten-fold to 10,000 metric tons ahead of a January 2027 Pentagon ban on Chinese rare earths, relying on Japanese tooling and Vietnamese feed.
Semiconductors & AI Hardware
RSSMemory, foundry, equipment and materials across Korea, China and Japan — and the export rules that bound them.
Qualcomm keeps TSMC for 2nm processors, shutting out Samsung Foundry
The mobile chipmaker affirmed its exclusive production tie to TSMC despite wafer costs topping $30,000, leaving Samsung with…
China Substrate Makers Speed Glass Core Lines for AI Chips
BOE and domestic suppliers deployed automated through-glass via tools to challenge Korean rivals for next-generation…
US and Japan coordinate on yttrium to counter China chip bottleneck
Bilateral talks target alternative refining and recycling channels after Chinese export curbs sent high-purity oxide prices from…
TSMC begins 1.4nm pilot wafer runs ahead of 2028 volume rampMembers
The foundry accelerated trial activity across Hsinchu and Taichung as it pre-empts rival nodes from Intel and Samsung for…
Korean power gear makers book grid orders on US fab growth
Surging battery storage deployments and grid bottlenecks across North America lift combined order backlogs at South Korea's three…
Commerce exempts South Korean biopharma from import tariffs on Sept. 29
New BIS rules grant zero-tariff entry for antibody-drug conjugates and cell therapies from 19 allied jurisdictions, shielding…
Nvidia locks up 37% of global HBM supply for AI accelerators
Surging procurement commitments reach $279 billion as the chip designer and cloud rivals absorb 85% of advanced DRAM lines,…
KKR deploys record $3 billion into South Korea AI hardware
The private equity firm is targeting data center platforms, enterprise services and clean generation capacity tied to advanced…
SK hynix weighs Intel alliance for U.S. memory productionMembers
Preliminary talks explore front-end wafer fabrication at Intel's Ohio site alongside SK hynix's $4 billion Indiana packaging…
Taiwan breaks ground on TSMC packaging base to relieve CoWoS limits
The 88.7-hectare Baipu park will host tool-validation labs and supplier lines to ease advanced chip packaging constraints for AI…
SK hynix taps HanmiGlobal for $4B Indiana HBM packaging fab
The project management contract solidifies construction of America's first advanced AI memory facility in West Lafayette ahead of…
TSMC and Samsung set High-NA EUV roadmaps for sub-2nm nodes
The foundries committed to ASML's next-generation lithography tools to bridge patterning limits, facing machine costs near $400…
Chinese rare earth suppliers halt shipments to US customers
Hold-ups of yttrium and indium cargo follow Beijing's blacklisting of the Responsible Business Alliance, leaving aerospace and…
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…
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…