As Its Fifth-Generation DRAM Platform Enters Mass Production, China’s Memory Champion Is Exploring a Second Major Memory Market 💾 iAtlas Daily #61 | Semiconductor & Memory | September 2026 China’s memory-chip industry is entering a new phase. For years, the country’s two leading memory manufacturers occupied relatively distinct positions. CXMT → DRAM YMTC → NAND…
Pacific Quartz’s Progress Shows How the Semiconductor Localization Race Is Moving from Chips and Equipment into the Materials Hidden Inside Fabs 🧪 iAtlas Daily #54 | Semiconductor Materials & Supply Chain | September 2026 The Semiconductor High Purity Quartz supply chain is becoming another front in China’s push for greater semiconductor self-sufficiency. China’s semiconductor strategy…
From HBM to Enterprise SSDs, AI Infrastructure Is Becoming a Full Memory Opportunity 📊 iAtlas Daily #42 | Semiconductor & AI Infrastructure | August 2026 🌍 The Big Story The SK hynix AI Memory strategy is expanding beyond HBM as the company builds a broader portfolio spanning DRAM, enterprise SSDs and computational storage for AI…
Why AI Demand Is Moving Deeper Into Semiconductor Equipment 📰 iAtlas Daily #36 | August 2026 📰 What Happened? The AI investment boom is moving deeper into the semiconductor supply chain. Applied Materials, one of the world’s largest semiconductor equipment companies, reported fiscal third-quarter 2026 revenue of approximately $9.12 billion, up about 25% year over…
Why the AI Memory Boom Is Turning Into a Long-Term Manufacturing Race 📰 iAtlas Daily #30 | August 2026 📰 What Happened? SK hynix has approved one of its largest semiconductor manufacturing investments to date. On August 7, the company announced plans to invest approximately ₩54 trillion in two new semiconductor fabrication facilities in South…
Why AI Infrastructure Is Driving Record Investments in HBM 📰 iAtlas Daily #11 | July 15, 2026 📰 What Happened? The SK hynix US IPO has raised approximately $26.5 billion to accelerate the company’s AI memory expansion and High Bandwidth Memory (HBM) production. The SK hynix US IPO represents one of the largest overseas technology offerings by…