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17.08.26 - 02:06
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T-glass demand surges as IC substrate makers see shortages through 2028 (Digitimes)
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As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand gap expected to widen in 2027-2028. That has lifted order visibility for IC substrate makers in Taiwan, Japan, and South Korea, with the outlook now stretching as far as 2029-2030. Companies including Ibiden, Unimicron, Kinsus, Nan Ya Printed Circuit Board, Leading, and Samsung Electro-Mechanics are all moving into a new round of capacity expansion....
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16.08.26 - 00:48
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Samsung, SK Hynix HBM4 hiring war drains South Korea′s chip design talent (Digitimes)
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South Korea's semiconductor talent shortage is intensifying as Samsung Electronics and SK Hynix recruit experienced chip designers for increasingly complex HBM4 products, drawing key engineers away from fabless companies and design houses while tighter restrictions complicate movement between the country's two memory giants....
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14.08.26 - 15:24
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Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41% As SK Hynix and Samsung Rally. (24/7 Wall St.)
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The KOSPI closed Friday up 2.41% at 6,977.34, capping a cumulative weekly gain of 11.5% and snapping a seven-week losing streak. Memory chip leaders drove the move. SK Hynix jumped 3.26% to 1,645,000 Korean won and Samsung Electronics rose 2.43% to 274,500 won. Japan followed, with the Nikkei 225 up 0.59% at 68,713.80. SanDisk Investor ... Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41% As SK Hynix and Samsung Rally....
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