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…
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 â‚©54 trillion in two new semiconductor fabrication facilities in South…
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 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,…
📊 iAtlas Weekly #2 | Weekly Briefing | July 2026 This Week’s Highlights AI industry weekly highlights this week’s biggest developments across batteries, semiconductors, OLED, and global technology. From semiconductor manufacturing and advanced packaging to battery investment and OLED displays, companies are expanding capacity to meet growing demand for next-generation computing. 📰 Top Story 1…
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…
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…