[Core News] AI boosts memory demand, Samsung resumes investment in new semiconductor factories1. AI-driven storage demand surges, Samsung resumes investment in Pyeongtaek P5 semiconductor plantAccording to the Science an...

[Core News] ASML revenue declines year-on-year, Samsung focuses on storage production line layoutASML Q2 revenue fell by nearly 10% year-on-year, with new orders of 5.6 billion eurosASML releases second quarter 2024 resu...

[Core Information] NXP Q2 revenue declines year-on-year, ON Semiconductor supplies Volkswagen electric cars, Samsung increases HBM/DRAM1. NXP Q2 revenue fell 5% year-on-year to US$3.13 billionNXP released its second quar...

[Core News] AI PC processors add competitors, Samsung’s new memory production line is finalized1. MediaTek AI PC chip is said to be finalized soon and will be officially launched next yearAccording to relevant reports, t...

[Core News] Intel may sell Altera, Samsung delays foundry production line construction1. Samsung adjusts its production capacity strategy, prioritizing storage and delaying foundry linesSamsung will build P4 phase 2/4 an...

[Core News] Intel’s cost reduction transformation, Samsung and TSMC join hands to develop HBM1. Qualcomm is rumored to be exploring the acquisition of part of Intel’s chip design businessAt a time when Intel is in financ...

[Core Information] AI and localization promote the recovery of semiconductors, Samsung HBM production capacity plan is reduced1. Industry cycle: Semiconductors recover moderately, driven by AI + domestic substitution.Bro...

[Core Information] Two major distributors refresh annual revenue, Samsung cuts production of NAND flash memory1. Changes in the distribution pattern: Wenye and Dalianda’s revenue surged, both hitting record highsDalianda...

According to the latest data from market research firm IDC, the global smartphone market declined for the first time since 2023 in the first quarter of this year. Tight storage supply and the impact of the war in Iran ha...

As AI chips have increasingly higher requirements for performance and integration, advanced packaging and substrate technologies have become crucial in semiconductor competition.Samsung Electro-Mechanics is reportedly bu...