Technology·Aug 2, 2026
Amazon Raises 2026 Capital Spending to $220 Billion on Memory Costs
E-commerce giant cites single input cost as driver behind $20 billion increase in infrastructure investment
By Cheng Wei-Lun · 4 min ·
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Finance·Jul 30, 2026
Samsung Electronics Posts $49.6 Billion Net Profit in Q2 on Memory Recovery
The memory chipmaker's quarterly net income surged nearly 1,300 percent year-on-year as semiconductor demand rebounds
By Cheng Wei-Lun · 3 min ·
Technology·Jul 30, 2026
Samsung Posts $253 Billion Quarterly Profit as Memory Chip Boom Accelerates
The Korean tech giant's operating profit surged nineteenfold year-on-year, driven by AI data center demand for high-bandwidth memory chips.
By Cheng Wei-Lun · 3 min ·
Technology·Jul 30, 2026
SK Hynix Plans Over KRW40 Trillion Capex While Weighing US and Japan Production
South Korea's memory giant is preparing a massive 2026 investment to expand AI chip capacity but remains uncommitted on new overseas fabs as it evaluates customer proximity and infrastructure needs.
By Cheng Wei-Lun · 3 min ·
Technology·Jul 29, 2026
SK Hynix Gains Pricing Power as DDR5 Demand Strengthens HBM4 Negotiation Leverage
Conventional memory price increases driven by AI infrastructure spending are reshaping the chipmaker's position in high-bandwidth memory contract talks
By Cheng Wei-Lun · 3 min ·
Technology·Jul 24, 2026
Samsung Plans 50-Unit Hybrid Bonding Line at Pyeongtaek for Advanced Memory
South Korean chipmaker expands die-to-wafer bonding capacity for HBM and logic production as equipment negotiations continue
By Cheng Wei-Lun · 3 min ·
Technology·Jul 23, 2026
SK Hynix Commits $4.8 Billion to Fast-Track Advanced Packaging Plant in South Korea
The memory chipmaker is pouring capital into its Cheongju P&T7 facility while maintaining its broader KRW 19 trillion investment envelope, betting on surging AI-driven demand for high-bandwidth memory.
By Cheng Wei-Lun · 3 min ·
Technology·Jul 22, 2026
Samsung and SK Hynix Shift Capacity to DDR5 as Profitability Rivals HBM
South Korea's memory giants are diverting flexible production lines toward conventional server memory amid margin convergence, while keeping AI-focused HBM commitments intact.
By Cheng Wei-Lun · 3 min ·
Technology·Jul 20, 2026
Seoul Court Hears Patent Battle Over Critical HBM Manufacturing Equipment
Hanmi Semiconductor and Hanwha Semitech face off over thermocompression bonding technology as demand for high-bandwidth memory accelerates across Asia's chip sector
By Cheng Wei-Lun · 3 min ·
Technology·Jul 6, 2026
Micron Breaks Ground on $9.3 Billion Japan Chip Plant
The Idaho-based memory maker is building advanced HBM capacity in Hiroshima with nearly $5 billion in Japanese government support, targeting 2028 production.
By Cheng Wei-Lun · 3 min ·