Semiconductors


2024-04-24

[News] Amid Foundry Overcapacity, Competition for HBM Intensifies Rapidly

As AI semiconductor competition intensifies, the wafer foundry industry faces new challenges due to stagnant demand and excess capacity. The battle for dominance in the high-bandwidth memory (HBM) market is also escalating. According to Business Korea, Samsung has extended the operation time of i...

2024-04-24

[News] 12-Inch Wafer Capacity Construction Going Full Steam

Recently, according to sources from an official platform of Shanghai Construction No.4 (Group), Huahong Group has topped out the main building of FAB9 of the Huahong Manufacturing (Wuxi) project. This is reportedly the second phase project with a total construction area of about 530,000㎡, which i...

2024-04-23

[News] Kioxia and Western Digital Restart Merger Plan, SK Hynix Reportedly Remains Opposition

According to industry sources cited in a report from Business Korea, Japanese NAND Flash supplier Kioxia is preparing to restart its merger plan with its partner Western Digital (WD). However, SK Hynix, a major shareholder and Korean memory giant, continues to firmly oppose the merger. The same r...

2024-04-23

[News] AI Trend Drives Market Demand, Samsung NAND Flash Utilization Exceeds 90%

According to a report from Korean media ETNews citing industry sources, it has indicated that Samsung Electronics has recently increased the capacity utilization rate of NAND Flash to over 90%, a further increase from the first quarter's 80%. Previously, Korean media including ETNews and The Elec...

2024-04-22

[News] Japan’s Sakura AI GPU Procurement Reportedly Increases Fivefold, Including Purchase of NVIDIA B200

Japanese digital infrastructure service provider Sakura Internet, backed by government subsidies, is enhancing its cloud services for generative AI. According to a report from MoneyDJ, Sakura Internet's procurement of GPUs is set to increase fivefold from the initial plan, with purchases including N...

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