Why the AI Boom Is Beginning to Restore Pricing Power in Advanced Semiconductor Manufacturing 📰 iAtlas Daily #40 | August 2026 📰 What Happened? Samsung Electronics is raising prices for some of its semiconductor foundry services as strong AI-related demand tightens advanced manufacturing capacity. According to Reuters, Samsung has increased prices for selected 4nm, 5nm,…
Why the Next Chip Race Is Moving Beyond Fabs to Materials, Equipment, and Infrastructure 📰 iAtlas Daily #34 | August 2026 📰 What Happened? South Korea is preparing a new â‚©5 trillion ($3.5 billion) fund to strengthen the country’s semiconductor ecosystem. The initiative will support promising companies across areas including: The government also plans another…
What the Market Correction Really Means for the Semiconductor Industry 📰 iAtlas Daily #25 | August 3, 2026 AI Chip Stocks Under Pressure After months of strong gains driven by artificial intelligence, semiconductor stocks experienced a sharp pullback. Shares of major AI-related companies, including Samsung Electronics and SK hynix, declined as investors reassessed expectations for…
Why a $200 Billion Agreement Could Reshape the AI Semiconductor Industry 📰 iAtlas Daily #22 | July 29, 2026 📰 Samsung Broadcom Partnership Explained Samsung Electronics and Broadcom have announced a long-term strategic partnership covering AI memory, advanced foundry manufacturing, and next-generation packaging technologies. The agreement, reportedly valued at up to $200 billion through 2030,…
Why High-Bandwidth Memory Is Becoming the Biggest Competitive Advantage in AI Chips 📰 iAtlas Daily #19 | July 25, 2026 💻 What Happened? The race to develop HBM4 is accelerating as demand for AI computing continues to grow worldwide. HBM (High Bandwidth Memory) has become one of the most important components in modern AI accelerators,…
AI Is Driving Korea’s Next Semiconductor Wave 📰 iAtlas Daily #2 | July 2, 2026 Today’s Highlights Cover Story Why Are Samsung and SK hynix Investing at the Same Time? At first glance, Samsung Electronics and SK hynix appear to be making separate investment decisions. However, a broader view reveals a different story. Both companies…
AI Is Reshaping Industry 📰 iAtlas Daily #1 | July 1, 2026 Welcome to iAtlas Every day brings new headlines. But understanding why they matter is far more valuable than simply knowing what happened. iAtlas is an independent industry publication focused on batteries, semiconductors, OLED, and advanced materials. Our goal is simple: To connect today’s…