Samsung Electronics and SK Hynix are stepping up equipment spending at their NAND flash plants in China through 2027, upgrading existing...
Inergy Technology said strong demand for AI server cooling and power management pushed the share of server-related applications to 47%...
Samsung Electronics' DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line...
Rising demand for AI computing power is increasing chip package sizes, bringing fan-out panel-level packaging (FOPLP) into sharper focus...
SICC reported stronger first-half 2026 revenue and margins as its 8-inch silicon carbide substrate business gained scale, highlighting...
Introduction
The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...
