Semiconductor News & Analysis Feed

South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.

Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e