Samsung has ordered more than 70 lithography machines for the PH1 phase of its Pyeongtaek P5 wafer fab. nate
INTEL is reportedly in talks with Amazon and Google regarding the advanced packaging business. wired
It’s reported that Samsung’s 2nm wafer fab in Tayloria, Texas, has begun commissioning of its EUV lithography machine.
South Korea’s domestically produced 4-inch GaAs process has a yield rate exceeding 95%.
Murata completes new MLCC production facility in Izumo, Japan.
It’s reported that Apple’s foldable iPhone has encountered setbacks in engineering testing, which may lead to shipping delays.
The UK has fined Apple $516,000 for violating Russian sanctions.
Samsung is expected to continue to benefit from sustained market demand for AI inference memory in H2 2026. Citigroup
The world’s first pure memory chip ETF was recently listed on the US stock market. The ETF is heavily weighted towards the world’s three major DRAM giants: Samsung (24.99%), SK Hynix (24.22%), and Micron (23.83%).
