#semiconductors

Samsung Electronics' union branch revealed that 84% of survey respondents oppose the government's roughly $290 billion (₩400 trillion) semiconductor megaproject in Gwangju. Government, management, the union and shareholders are all reading the same national project in sharply different ways.

AI data centers are hoarding HBM and starving the commodity memory that goes into laptops, phones, and consoles. Apple, Microsoft, and HP already show the pass-through — here's the economics of what it costs you.

IBM has unveiled 'nanostack,' the world's first sub-1nm (0.7nm) chip research. Some say it adds a decade to Moore's Law; others say a lab demo is a long way from a fab. Either way, mass production isn't IBM's job.

Samsung and SK unveiled a chip and AI investment package worth thousands of trillions of won on June 29. The headline number swings wildly by outlet, but the real contest isn't capital — it's water and power.

As Trump and Xi meet in Beijing, five tech flashpoints—chips, AI rivalry, supply chains, EVs, and rare earths—will quietly shape the global economy more than any diplomatic communiqué.

Consumer SSD prices have surged up to 400% since late 2025. WD, Samsung, SanDisk all affected. We unpack the NAND supply crunch, tariff effects, and what comes next.

30-year-old Jiang Jianfeng becomes PhD supervisor in just 18 months, leads groundbreaking 2D semiconductor research that could reshape global chip industry from Beijing University

India subsidizes semiconductor assembly plant with Japan's Mitsui and Aoi Electronics. Is this the beginning of a major supply chain shift away from China?

Qatar's gas production halt threatens global semiconductor supply chains as the Middle East conflict disrupts critical materials. Samsung and SK Hynix face potential production slowdowns in a market already stretched by AI demand.

Toyota affiliate Denso targets semiconductor maker Rohm in $8bn deal to secure power chips crucial for electric vehicles and data centers

Broadcom's CEO predicts AI chip revenue will significantly exceed $100 billion by 2027, but can the company deliver on this massive bet against Nvidia's dominance?

Nvidia posted 73% revenue growth but revealed zero H200 chip sales to China despite Trump's export approval, highlighting deepening tech decoupling