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A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive investment cycles that determine who leads in chips.The article requires paid subscription.Subscribe Now

In recent years, HBM has become one of the most attention - grabbing keywords in the semiconductor industry. With the continuous explosion of demand in AI large models, high - performance computing, and data centers, HBM, with its advantages of ultra - high bandwidth and low power consumption, is rapidly becoming an indispensable core technology for high - end computing power chips, thus triggerin

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The semiconductor ecosystem is wrestling with fragmented standards, IP exposure, and th...

The semiconductor industry is facing a reckoning it has postponed for years.