Washington asks for a cut of Korean chipmakers' 'excess profits': the tariff frame goes profit-side
A single-source Korea Times story that, if true, shifts US-Korea chip diplomacy from tariffs to profit sharing.
yesterday 11 11
TSMC raises its prices on mature nodes starting January 2027
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 13 10
Nvidia and Mitsubishi Heavy: when the GPU manufacturer seeks out a boiler maker
Cooling and energy management: Nvidia discusses with a Japanese industrial giant. The signal is more interesting than the agreement - the constraint has shifted from silicon to thermal.
Jul 14, 2026 at 22:30 9 6
Samsung brings forward the opening of the Yongin 1 plant to 2029 - the global computing calendar is compressed
Samsung brings forward by one year the opening of the first module of its Yongin complex (Korea Times, July 12). The signal is clear: pressure on leading-edge capacity is forcing foundries to cut their schedules.
Jul 12, 2026 at 11:17 7 6
Nanya Tech quadruples its 2027 capex - Taiwan bets big on the DRAM comeback
The third-largest global DRAM player announces a 2027 capex quadrupled. This is not a bet on HBM - it's a bet on "old-school" memory that AI is putting back at the center.
Jul 11, 2026 at 17:19 10 8
Japan's humanoid moment: Mitsubishi Motors and Fanuc pull robots into daily production
Mitsubishi Motors will mass-produce humanoid robots for its own factories (1,000/month by 2027, via a University of Tokyo spin-out). Fanuc + Taisei doubled a warehouse's space efficiency with AI. Japan is not talking about humanoids - it's ordering them.
Jul 11, 2026 at 11:41 11 7