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Oct 12
Samsung, SK Hynix accept ASML's 10% price hike in parts, report says
Samsung Electronics and SK Hynix have accepted a 10% increase in ASML's replacement-part prices for lithography systems in South Korea, with the higher rates taking effect for deliveries starting in January 2027, The Elec reported on October 11, citing industry sources.
SK Hynix has unveiled a new processor architecture designed to reduce power consumption and chip area in solid-state drive (SSD) controllers, expanding its efforts to address storage bottlenecks as AI data centers demand faster and more efficient access to data.
Samsung's US$9B chip expansion faces funding, supply hurdles
Oct 13, 14:40
Samsung affiliates plan to invest a combined KRW12.26 trillion (approx. US$9.18 billion) in semiconductor operations across South Korea and Vietnam, but the projects face different financial and supply-chain challenges. Samsung Electronics plans to finance about 63% of its Vietnamese memory testing investment through future profits, while Samsung Electro-Mechanics (SEMCO) faces potential equipment delivery delays and material supply constraints as it expands semiconductor substrate production.
Engineers from ASML and its optical partner Zeiss have jointly published a research paper in the October issue of the academic journal Journal of Micro/Nanopatterning, Materials and Metrology, formally disclosing "Hyper NA EUV"—the next-generation successor to current high-numerical-aperture extreme ultraviolet (High-NA EUV) lithography systems.
Taiwan has not seen a locally born and educated Nobel Prize winner in the last 40 years since Yuan-Tseh Lee became a laureate in chemistry in 1986. Thus, Taiwan President Ching-te Lai on October 12 reiterated the goal of helping the country produce three more Nobel laureates in physics, chemistry or medicine within 30 years.
Advanced Micro-Fabrication Equipment (AMEC) chairman and general manager Gerald Yin has warned of a potential AI investment bubble, cautioning that surging demand for chipmaking equipment does not shield the semiconductor industry from cyclical swings in capital expenditure.
Shenzhen-based Blue Core Computing (Shenzhen) Technology has raised nearly CNY2 billion (≈ US$298.7 million) in Series B financing to accelerate production of its RISC-V server processors with integrated AI capabilities. The funding follows the deployment of its LX500 chip in Lenovo servers, advancing China's efforts to develop alternatives to x86 and Arm architectures.
China's Hua Hong Group has signed strategic agreements with four domestic semiconductor equipment suppliers to accelerate the adoption of locally developed wafer fabrication tools, reinforcing China's chipmaking self-sufficiency efforts. The partnerships coincide with Hua Hong's ambitious 2030 market-share targets for specialty processes, including embedded flash memory, power management, and image sensors.
After 2013, planar NAND flash memory began reaching its scaling limits at the 15–16nm process node. Capacitive coupling between the floating gates of adjacent memory cells increasingly disrupted their threshold voltages, making stored data harder to read reliably. The problem became particularly acute with the adoption of triple-level cell (TLC) NAND, which requires precise threshold-voltage detection. Changes in the charge stored by neighbouring cells could alter those voltages, making further planar scaling increasingly difficult.
The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a MYR150 million vehicle to accelerate the growth of Malaysian semiconductor and advanced technology companies, Bernama reported on October 10, 2026.

Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending. All 10 tracked companies recorded nine-month year-over-year revenue growth, and seven generated more revenue by September 2026 than in all of 2025, although their momentum differed markedly.

South Korean electronic materials supplier YMT is accelerating its expansion into glass-substrate electroplating. The company plans to increase related capacity to roughly four times its current level by the end of 2026 to meet customer demand for through-glass via (TGV) development.