Semiconductor
Chip manufacturing, processor technologies, and semiconductor industry trends.
The New Paradigm of the Rapidly Changing Global Tech Industry by the End of 2025: From AI Semiconductors to Autonomous Driving
In the last week of 2025, the global tech industry is reaching a new turning point with the restructuring of…
The Hidden Force of the Tech Industry in 2025: Next-Generation Growth Engine Driven by Semiconductor Packaging and Advanced Material Innovation
Behind the rapid growth of AI semiconductors and electric vehicle batteries lies the innovation of advanced packaging technology and special…
Samsung Electronics Passes HBM4 Quality Test, Poised to Supply NVIDIA: Regaining Memory Dominance?
Samsung Electronics has passed the internal quality test for its next-generation high-bandwidth memory, HBM4, with reports indicating that supply to…
Japan’s Photoresist Export Ban: A Semiconductor Supply Chain Crisis That Could Reshape the Industry
Reports suggest Japan has quietly halted all photoresist exports to China as of mid-December 2024, targeting a critical semiconductor manufacturing…
Despite a 14 Trillion Won Sell-off by Foreign Investors, the Semiconductor Supercycle Continues
In November, foreign investors exhibited an unprecedented sell-off worth 14.4 trillion won, but the securities industry analyzes this as a…
Rumors of Japan Halting Photoresist Exports to China: A Potential Shift in the Semiconductor Supply Chain?
Tensions are rising in the global semiconductor market as Japan is rumored to potentially halt exports of photoresist, a critical…
NVIDIA’s Dominance and Semiconductor Supply Chain Limitations: Insights from Morgan Stanley’s Asia Value Chain Analysis on the New Phase of the AI Semiconductor Market
The reality of the AI semiconductor market revealed at Morgan Stanley's recent Asia Value Chain meeting exceeded expectations. It was…
When Japan Blocks Photoresist Exports, Opportunities Arise for Korean Companies
With the Japanese government tightening export controls on photoresists to China, Korean companies are increasingly likely to gain unexpected benefits.…
Return of the Apple-Intel Partnership? The Hidden Implications of M-Series Chip Production Negotiations
There are reports that Apple might entrust Intel with the production of M-series chips starting in 2027. This move could…
The Impact of Trump’s Second-Term Policies and the AI Investment Boom on the Semiconductor Market
President Trump's statement on maintaining record-high stock prices and the $600 billion capital investments by big tech companies are creating…