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Tag: semiconductor

South Korea: Samsung and Hynix Expect to Invest KRW 80 Trillion to Build Four Semiconductor Factories

On June 29th, according to foreign media reports, South Korean Minister of Industry and Trade Kim Jong eun announced plans to invest 80 trillion Korean won (approximately 518 billion US dollars) to build four semiconductor manufacturing plants in southwestern South Korea, with Samsung Electronics and SK Hynix planning to build two each. Kim Jong nam … Continued

IQE and Tower Sign a Multi-year InP Epitaxial Wafer Supply Agreement

IQE plc, a global leader in compound semiconductor wafer products and advanced materials solutions, and Tower Semiconductor, a leading foundry for high-value analog semiconductor solutions, today announced the signing of a multi-year agreement under which IQE will supply phosphide (InP) epitaxial wafers for optical interconnect solutions serving AI-driven data center infrastructure. Agreement Content and Technical … Continued

Intel Capital Invests Nearly 100 Million in DS Techno

Intel Capital recently invested approximately KRW 18 billion (approximately RMB 96.022 million) in South Korean semiconductor equipment component supplier DS Techno, becoming a new strategic shareholder of DS Techno. Previously in 2022, DS Techno also received investment from Samsung Electronics. In order to become the world’s second largest wafer foundry after TSMC by 2030, Intel … Continued

Yole: Disconnect between Semiconductor Supply and Demand in Growth Cycle of Generative AI

Present Situation -Due to limited supply, the price of Nvidia GPUs remains at a very high level. This will bring higher revenue to their server semiconductors, but overall sales will decrease. Also, it will inevitably reduce the growth of wafer demand for advanced nodes. -As competition intensifies in the field of artificial intelligence semiconductors, the … Continued