Semiconductors
SK Hynix Overtakes Samsung in HBM Market Share for First Time
SK Hynix claimed 53% of the global HBM market in Q4, overtaking Samsung as Nvidia's primary supplier for AI accelerator memory modules.
Semiconductors
Trade
US-China Trade Tensions Escalate as New Tariffs Target AI Chips
Washington expanded semiconductor export controls targeting China, adding mid-range AI inference chips to the restricted list and tightening enforcement on third-country transshipment.
M&A
Malaysian Semiconductor Firm Unisem Receives $2.1 Billion Takeover Bid
Huatian Technology offered $2.1 billion for Malaysian chip packaging firm Unisem Holdings, testing the limits of Chinese semiconductor expansion in Southeast Asia.
Infrastructure
Japan Approves $42 Billion Supplementary Budget for Semiconductor and Defense
Japan's parliament approved a 6.3 trillion yen supplementary budget, directing significant funds toward semiconductor subsidies, defense modernization, and energy security.
Semiconductors
TSMC Plans $12 Billion Expansion of Japan Chip Fabrication Complex
TSMC announced a $12 billion expansion of its Kumamoto fab complex in Japan, adding 6-nanometer capacity to serve automotive and AI chip demand.
Corporate Earnings
Samsung Electronics Posts Record Q3 Chip Revenue as AI Demand Surges
Samsung Electronics reported record third-quarter semiconductor revenue of $21.4 billion as AI-driven demand for high-bandwidth memory chips accelerated.