SK hynix unveils MARS rack architecture to break HBM limits
The disaggregated memory system and flash tier target agentic AI workloads, delivering up to 14 times the density of conventional stacked DRAM.
Semiconductors & AI Hardware
RSSMemory, foundry, equipment and materials across Korea, China and Japan — and the export rules that bound them.
SK Hynix, Micron Shares Fall as Chip Sell-Off Hits Korea Market
A broad decline in Korean chip stocks on Oct. 13 dragged SK Hynix and Samsung Electronics lower, tracking losses in Micron shares…
Shinko Electric to Convert Former iPhone Display Plant Into AI Chip Substrate Site
The Nagano-based packaging substrate maker said Oct. 13, 2026 it will repurpose a shuttered display line for AI accelerator…
Samsung backs chip suppliers as fab output rises in KoreaMembers
A 78.9 billion won incentive fund and free test wafers target domestic parts vendors as rising run rates test supplier balance…
SK hynix honors Onto Innovation for advanced HBM inspection
The US toolmaker was the sole supplier recognized for technology achievement after deploying its Dragonfly G5 system to catch…
Intekplus wins $23 million inspection tool order as packaging demands surge
The Korean inspection supplier booked a 30.9 billion won contract for semiconductor substrate equipment, lifting cumulative 2026…
ASML raises tool parts prices 10% for Samsung and SK hynix
The across-the-board increase covers EUV and DUV replacement components starting in January 2027, adding operational costs as…
GlobalFoundries signs $2B TSMC packaging deal for AI chips
The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks…
CXMT plans 4F² server DRAM launch, hitting memory shares
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK…
Samsung and SK hynix deploy cooling packaging on HBM4E chips
Both memory makers are re-engineering package thermal paths and copper bonding to contain heat dissipation bottlenecks on…
Shinko buys Japan Display plant to build advanced packaging hub
The 373,483-square-meter Mobara factory will yield a 51.4 billion yen gain for JDI while giving Shinko flip-chip substrate…
Korea Zinc wins US political backing for Tennessee smelter
The $7.4 billion Project Crucible facility in Clarksville cleared federal environmental reviews under FAST-41 to supply 11…
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…
USA Rare Earth Funds Brazil Mining and Carolina Magnet Plant
The company faces capital scrutiny over its $2.8 billion Serra Verde mine purchase and $1.2 billion South Carolina magnet…
Murata completes Vietnam inductor plant for power components
The 3-billion-yen facility in Dong Nai expands passive component manufacturing outside China as electric vehicles and server…
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…
Paladin expands rare earth recycling to 150 metric tonnes
The $5 million capital expansion in Ohio scales secondary NdFeB magnet processing by Q3 2027 to supply automotive and defense…
Tesla Retains Terafab Control, Limiting TSMC to Site Leases
The initial $16.8 billion Texas project targets 1 terawatt of annual AI compute with Intel as process partner, while TSMC faces…
Sumitomo Bakelite expands Asian chip molding compound lines
New production lines in Suzhou and Singapore will double mold underfill capacity and triple granular compound output to supply…
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…
Nissan Chemical builds China unit for lithography materials
The Tokyo supplier will transfer 210 million yuan to manufacture anti-reflective coatings in Zhangjiagang, expanding local…
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…
Aclara and CAP start rare earth alloy plant runs for US magnets
The Chilean facility tests molten salt metallurgy to supply 154 metric tons of ferro-dysprosium annually for electric vehicle…
US blocks Chinese electric cars from entering via Canada
Washington reinforces rules of origin and connected-vehicle bans to prevent circumvention of auto tariffs through Ottawa's quota.