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Newest first · page 1 of 9AIArticleHyperExcel Struggles to Secure Samsung Foundry and SK Hynix Memory SupplyKorean AI chip startup HyperExcel is struggling to get enough chip production and memory supply ahead of next year's mass production. CEO Kim Ju-young said so at a Q&A session on the 12th.Chip industry news AIArticleTSMC Posts Record Sales and Plans $40.9B Investment, Boosting Samsung and SK Hynix OutlookTSMC, the world's largest contract chipmaker, posted its highest monthly sales in October and approved about $40.9 billion in new investment. Strong demand for AI chips is fueling hopes that the chip boom will last longer.Chip industry news 
AIArticleSamsung and SK Hynix Skip Anthropic Chip Deal as TSMC, Micron Invest BigNvidia, TSMC, Micron and other chipmakers joined investment tied to AI company Anthropic's IPO. Samsung Electronics and SK Hynix were left out of this new round.Chip industry news 
AIArticleKB Securities Says TSMC's Record Sales Prove AI Demand; Samsung and SK Hynix Sell-Off ExcessiveKB Securities said TSMC's October sales hit a record high, showing that demand for AI chips remains strong. It said the recent sharp drop in Samsung Electronics and SK Hynix shares went too far.Chip industry news 
Chips & deep techArticleSamsung and SK Hynix Hub Drives Population and Home Price Surge in Southern GyeonggiSouthern Gyeonggi's semiconductor belt is home to Samsung Electronics and SK Hynix plants. Employees settling there have helped cities like Yongin, Hwaseong, Pyeongtaek and Icheon grow fast. Nearby home prices have also risen sharply.Chip industry news 
AIArticleReuters Analysis: South Korea's AI Exposure Riskier Than Taiwan's Due to Chip ConcentrationThe CEO of Emer Capital Partners, a Hong Kong financial advisory firm, wrote in a Reuters column that South Korea's stock market is more vulnerable to AI shocks than Taiwan's. The reason is that Taiwan's AI supply chain is spread across many companies centered on TSMC, while South Korea depends heavily on Samsung Electronics and SK hynix.Chip industry news 
Chips & deep techArticleTSMC Unlikely to Enter DRAM Until 2035, Posing Limited Near-Term Threat to Samsung and SK HynixTSMC could enter the DRAM memory chip market, but its actual entry is expected to be delayed until 2035. That means it poses no major immediate threat to Samsung Electronics and SK Hynix. Recent declines in memory stocks were driven partly by concerns over AI data center regulation.Chip industry news 
Chips & deep techArticleTSMC May Produce 3D DRAM, Complicating Samsung and SK Hynix's Market LeadRumors have emerged that Taiwan's TSMC could produce 3D DRAM, a next-generation memory chip. TSMC has drawn a line, saying it will focus on its core foundry business (manufacturing chips for other companies). The moves have raised concerns for South Korean firms that need to keep their leading position in the memory market.Chip industry news Chips & deep techArticleTSMC Reportedly Considers Entering Memory Business Amid Chip ShortageCompetition in the memory chip market is intensifying. TSMC, the world's largest foundry (contract chip manufacturer), is reportedly considering entering the memory business. However, forecasts say the impact on Samsung Electronics and SK Hynix will be limited.Chip industry news 
Chips & deep techArticleCan Memory Chipmakers Shed Their Boom-and-Bust Reputation in the AI Era?BofA Korea's head of research says memory chip companies like Samsung Electronics and SK hynix could see their market valuations change if they can keep posting steady earnings, driven by demand from AI data centers. He stressed that the key condition is maintaining higher profits, rather than relying on memory prices rising further.Chip industry news 
Chips & deep techArticleTSMC Reportedly Considering DRAM Production at Nvidia's Request, Stirring Memory MarketTaiwan's TSMC, a contract chipmaker, is reportedly considering producing next-generation 3D DRAM at Nvidia's request. Samsung Electronics, SK hynix, and Micron are already continuing to develop 3D DRAM, and the possibility of a shift in market dynamics is drawing attention.Chip industry news 
Chips & deep techArticleTSMC Unlikely to Enter DRAM Market, Foreign Media Say Partnering With Memory Makers Is EnoughTaiwan's TSMC has in effect drawn a line under foreign reports that it is considering producing 3D DRAM (memory chips made by stacking multiple layers) at the request of its customer Nvidia. A foreign IT outlet analyzed that there is little benefit for TSMC to make memory chips itself.Chip industry news 
Chips & deep techArticleUS and European Data Center Opposition Grows as TSMC Eyes Memory MarketAfter the US midterm elections, uncertainty over data center construction has grown, and protests against them continue in Europe. Reports that Taiwan's TSMC is considering DRAM memory production have raised the possibility of changes in the AI memory market led by Samsung Electronics and SK hynix.Chip industry news 
Chips & deep techArticleTesla Moves Toward Making Its Own Chips, Starts Sourcing Equipment From JapanElon Musk's Tesla and SpaceX are building a semiconductor factory called Terafab in Texas, USA, and are negotiating equipment purchases with Japanese equipment makers. The goal is to produce 1 million wafers per month (measured in silicon wafers) starting after 2032. Analysts say this could affect Samsung Electronics and SK Hynix.Robotics news 
Chips & deep techArticleGwangju and South Jeolla Builders Hope for Spillover from 80 Trillion Won Chip Cluster PlanLocal construction, housing, and logistics firms in the Gwangju and South Jeolla area are preparing for a Honam semiconductor cluster planned near the military airport in the integrated special city. Samsung Electronics and SK hynix plan to build four memory chip fabs there.Chip industry news 
Chips & deep techArticleNvidia Asks TSMC to Produce 3D Memory, Seen as a Check on Rising Memory Chipmakers' InfluenceA report says Nvidia has asked TSMC, which makes AI chips, to produce next-generation memory semiconductors. Because memory supply is tight and Samsung Electronics and SK Hynix have gained influence, some interpret this as an effort to strengthen Nvidia's bargaining power.Chip industry news 
Chips & deep techArticleNvidia Reportedly Asks TSMC to Explore 3D DRAM, Shaking Up the Memory MarketTSMC, the world's largest contract chipmaker, is reportedly looking into 3D DRAM at Nvidia's request. TSMC has made clear it will focus on its foundry business. Still, as Nvidia expands its influence over memory design and production, the leadership of Samsung Electronics and SK hynix could be affected.Chip industry news 
Chips & deep techArticleTSMC Denies Plans to Enter 3D DRAM Production, Easing Memory Market WorriesTSMC, the world's largest contract chipmaker, has pushed back on reports that it will enter production of 3D DRAM, a next-generation memory. The controversy over a possible new competitor in the memory market appears to be settling for now.Chip industry news 
Chips & deep techArticleSamsung and SK Hynix Race to Secure ASML EUV Equipment, Investing Tens of Trillions of WonSamsung Electronics and SK Hynix are reportedly competing to secure extreme ultraviolet (EUV) lithography equipment from ASML of the Netherlands. The two companies are said to be investing between 10 trillion and 20 trillion won each.Chip industry news Chips & deep techArticleSamsung and SK Hynix Race to Secure ASML EUV Tools as Chipmaker Equipment Runs ShortSamsung Electronics and SK Hynix are rushing to order extreme ultraviolet (EUV) lithography machines used to print semiconductors. ASML of the Netherlands has said supply will be short in 2027 and 2028, so securing a place in the delivery queue has become important.Chip industry news 