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27.03.26 - 01:00
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Samsung and SK Hynix expand microscope procurement to boost HBM yield (Digitimes)
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As AI compute demand surges, the rising need for high-bandwidth memory (HBM) testing and failure analysis is reshaping semiconductor inspection equipment markets, affecting chipmakers, foundries, and equipment suppliers worldwide. Demand for integrated microscopy platforms and localised service hubs is increasing to control yield, reduce costly iterations, and secure AI supply-chain positions....
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26.03.26 - 13:06
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Xona Closes $170M Series C to Lead Next Era of Global Navigation (Business Wire)
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Commercial upgrade to GPS powers autonomous future; New Burlingame factory enables rapid constellation deploymentBURLINGAME, Calif.--(BUSINESS WIRE)--Xona, the commercial space company building the next era of global positioning, navigation, and timing (PNT) infrastructure, today announced an oversubscribed $170 million Series C funding round led by Mohari Ventures Natural Capital with participation from Craft Ventures, ICONIQ, Woven Capital, NGP Capital, Samsung Next, Hexagon, and additional support from other new and existing investors. The capital will accelerate constellation deployment and manufacturing scale-up at the company's new Burlingame, California factory, demonstrating how U.S. commercial innovation can deliver secure, resilient navigation infrastructure worldwide.
Positioning the World for Progress
"GPS has been foundational to modern life, but it was designed for a different era," said Brian Manning, Co-founder and CEO of Xona. "Every 30 years brings a fundamental shift in ...
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26.03.26 - 05:06
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Samsung and SK Hynix boost China factory investments in 2025 amid memory demand surge (Digitimes)
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Samsung Electronics and SK Hynix are significantly increasing capital expenditures at their factories in China to expand chip supply and enhance profitability. According to Seoul Economic Daily, citing data from the Financial Services Commission, Samsung plans to invest KRW465.4 billion (approx. US$308.8 million) in its Xi'an plant in 2025, a 67.5% increase over the KRW277.8 billion invested in 2024....
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26.03.26 - 03:06
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Analysis: Tesla′s Terafab being near Samsung′s Taylor fab illustrates Musk′s strategy shift (Digitimes)
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Elon Musk recently announced the launch of the "Terafab" project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering compute chips, logic chips, memory, packaging, and photomasks. While key details such as capital expenditure, production timelines, and partners remain undisclosed, the site's proximity to Samsung Electronics' Taylor fab has drawn intense market attention....
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26.03.26 - 01:48
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SK Hynix reportedly weighing TSMC 3nm for HBM4E logic die (Digitimes)
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SK Hynix is actively evaluating whether to adopt TSMC's 3nm process for the logic die of its seventh-generation high-bandwidth memory (HBM4E), aiming to close Samsung Electronics' performance advantage. However, industry analysts warn that production timing and cost challenges pose significant risks to SK Hynix's 3nm ambitions....
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