The two chipmakers paid a combined 11.21 trillion won for the first half, up 167% — a provisional August payment that is still only the second-highest first half on record.
13h ago
The release says it plainly: cutting-edge wafers produced in Korea will be delivered to Indiana for advanced packaging and testing. Cleanroom opens October 2028, mass production in the second half of 2029, and the plant's own headcount is about 1,000.
2d ago
NVHBM moves Nvidia's memory controller off the processor and into the HBM stack. Every headline percentage is measured against HBM4E, a part that is not shipping either.
3d ago
Semiconductors reached $26.03bn of a $55.21bn total — just over 47% of everything the country shipped in the period.
Aug 21, 2026
No node, no capacity, no launch date, no partner silicon. The figures being quoted as specifications are targets the field has not hit.
Aug 20, 2026
A 40 trillion won buy-and-cancel programme, and a shareholder-return policy rewritten from "within 50% of free cash flow" to "over 50%."
Aug 19, 2026
Chey Tae-won put US fab construction at roughly double the Korean cost, and said SK hynix aims to grow output about fivefold in ten years.
Aug 14, 2026
A company vice-president put 5.5-reticle CoWoS above 98%, peaking near 99%, and mapped 14-reticle packages for 2028. Memory and substrates are the stated bottlenecks.
Aug 12, 2026
At FMS 2026 in Santa Clara on 5 August, Samsung showed a 400-plus-layer V10 BV-NAND that is already in mass production, and two 3D memory architectures — zHBM and zNAND-O — that are not.
Aug 6, 2026
The specification defines a NAND tier that sits between HBM and the SSD inside an AI accelerator, reaching 512GB and up to 3TB/s. It was released through the Open Compute Project with Google and Tenstorrent in the consortium — and it is a document, not a product.
Aug 4, 2026
July semiconductor exports hit $41 billion, the second month above $40 billion, and pushed total exports to $98.89 billion. The percentage measures how bad last July was.
Aug 1, 2026
Operating profit rose more than eighteenfold to 89.5 trillion won, with the semiconductor division supplying 89.2 trillion of it. The Galaxy mobile unit posted the first operating loss in its history, squeezed by the component prices its own colleagues are charging.
Jul 30, 2026
Korea's memory giants are commercializing Compute Express Link modules — a layer between DRAM and storage — that they say can hold huge AI models close to GPUs at near-DRAM speed and lift inference throughput.
Jul 20, 2026
A brokerage warning that SK Hynix's quarterly profit will fall short — on slower high-bandwidth-memory shipments — wiped billions off the AI-memory trade and dragged Micron, SanDisk and Western Digital down with it.
Jul 14, 2026
The memory maker that supplies more than half the world's high-bandwidth memory priced 177.9 million ADRs at $149 apiece, drawing orders more than seven times the deal — and eclipsing Alibaba's 2014 record.
Jul 10, 2026
