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NEWS TAGGED SOUTH KOREA
Thursday 9 April 2026
Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

Thursday 9 April 2026
Samsung P4 fab nears completion, expanding 1c DRAM capacity
Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
Thursday 9 April 2026
Samsung profit jumps on memory rally, chips drive over 90% of earnings
Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
Thursday 9 April 2026
Samsung Foundry launches new 2nm temperature sensor IP to improve chip thermal and area efficiency
Samsung Electronics' foundry division has introduced a new temperature sensor intellectual property (IP) designed to address heat dissipation and area efficiency challenges in advanced...
Thursday 9 April 2026
Helium and tungsten shortages threaten South Korea's semiconductor industry
China's tightening grip on critical mineral exports is sending shockwaves through Asia's semiconductor supply chain. South Korea's chip industry, already on edge over the potential...
Thursday 9 April 2026
China accelerates semiconductor equipment localization; Korean firms eyeing Taiwan as orders slip
In response to US semiconductor sanctions and to accelerate AI industry development, China is aggressively promoting localization in semiconductor manufacturing. While South Korean...
Thursday 9 April 2026
French President's visit reportedly links Mistral AI with Samsung for AI memory supply talks
French AI startup Mistral AI recently visited Samsung Electronics' campus to discuss collaboration on AI memory solutions. Industry analysts see this move as part of Mistral AI's push...
Wednesday 8 April 2026
SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...
Tuesday 7 April 2026
Korean chip suppliers face second year of price cuts despite AI boom

Samsung and SK Hynix delivered record performance in 2025, driven by strong investment in AI infrastructure. Yet the gains have not flowed...

Monday 6 April 2026
China 2.5D packaging demand surges, supporting Korean backend equipment growth
China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
Sunday 5 April 2026
Samsung and SK Hynix to reportedly bolster helium supply chain as Iran conflict risks rise
Facing the risk of a prolonged Iran conflict, Samsung Electronics and SK Hynix have reportedly begun strengthening their helium supply chain management for semiconductor manufacturing...
Saturday 4 April 2026
Semco raises ABF substrate prices as AI server demand surges
The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
Saturday 4 April 2026
Samsung strike threat clouds PMIC, mature-node outlook
Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...
Friday 3 April 2026
US faces split Asia: allies build 'sovereignty walls' as digital tensions rise

The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies.

Thursday 2 April 2026
South Korea reportedly advances GaAs localization with 95% yield on 4-inch process
South Korea is moving closer to localizing high-performance compound semiconductor components long reliant on imports after achieving a key manufacturing milestone, according to ET...