ErsaElectronics

On June 18th, SK Hynix announced that it has delivered 12 layer stacked samples of the new generation HBM4E memory chip to its core customers. This indicates that the competition for high bandwidth memory for AI is further intensifying, and the key words in the global semiconductor industry are AI driven and capacity reconstruction. On the one hand, the demand for AI continues to drive the advancement of storage chips and technology; On the other hand, the extreme shortage of production capacity is triggering a new round of reshuffling in the global supply chain.

2 months ago | [YT] | 0

ErsaElectronics

Huang Renxun confirmed for the first time that Samsung Electronics, SK Hynix, and Micron Technology have been certified to provide the core component HBM4 for their Vera Rubin; Huang Renxun also predicts that robotics technology will be the next major development area in South Korea, and stated that the South Korean market is performing very well.

3 months ago | [YT] | 0

ErsaElectronics

The 2026 Global Semiconductor Industry Survey shows that:
A confidence index of 63 points has reached its third highest level in 21 years, with 54% of surveyed companies expecting revenue growth of over 11%;
45% of enterprises prioritize improving their ability to quickly adjust their supply chain;
34% of companies are concerned about whether the power supply will be sufficient in the next three years.

3 months ago | [YT] | 0

ErsaElectronics

The general strike at Samsung Electronics, originally scheduled to begin today (May 21), was announced to be postponed approximately 90 minutes before its planned start. No strike action has taken place so far. Labor and management have reached a tentative agreement, and the process has now entered a pending period awaiting a ratification vote.

Key Milestones and Latest Developments:

May 20, morning: Negotiations broke down, and the union announced it would proceed with the strike as originally planned.

May 20, evening: The government stepped in to mediate. At the eleventh hour, both sides signed a "tentative agreement proposal," and the union announced a suspension of strike action.

Voting process (May 22–27): Union members will vote on the draft agreement. If the vote passes, the strike will be called off. If it is rejected, strike action may be reinitiated.

3 months ago | [YT] | 0

ErsaElectronics

NVIDIA's Huang Renxun: bluntly stating that the regulation of China is "extremely foolish and has a mentality of failure"; Nvidia's share of AI accelerators in China has dropped from 66% to 0, giving way to Huawei and accelerating the rise of China's computing ecosystem.
TSMC's Wei Zhe Jia publicly warned in May that regulations have led to global capacity fragmentation, rising costs, and technological slowdown, calling for the establishment of a "controllable globalization" rather than complete decoupling.

4 months ago | [YT] | 0

ErsaElectronics

Industry forecast: The global semiconductor market is expected to reach one trillion US dollars by the end of 2026, four years ahead of schedule. 2025: 791.7 billion US dollars (+25.6%); 2026: projected to be 975 billion US dollars (+26.3%), nearing one trillion.

4 months ago | [YT] | 0

ErsaElectronics

Samsung Electronics of South Korea is facing the largest, most legally comprehensive, and most globally influential strike crisis since its establishment. The strike will last from May 21st to June 7th, a total of 18 days

4 months ago | [YT] | 0

ErsaElectronics

Global semiconductor sales have seen consecutive growth for 11 months, marking the industry's entry into a bull market
(Announced by SEMI on April 18th)
The global chip industry has entered a super-booming upcycle
Chips are in short supply for automobiles, AI, industry, and the Internet of Things

4 months ago | [YT] | 0

ErsaElectronics

The US MATCH Act extends restrictions on China's 14nm process, limiting DUV and after-sales services, and mandating simultaneous production with Japan, South Korea, and the Netherlands.

AI drives a surge in prices across HBM, DRAM, and NAND, with mature process technologies and analog chips all seeing price increases. TSMC is accelerating mass production of its 2nm and Samsung's 1.6nm processes, leading to a shortage of EUV lithography machines.

Global capacity constraints and helium shortages are impacting wafer fabs, driving the supply chain towards restructuring towards the US, Europe, Japan, and Japan.

5 months ago | [YT] | 0

ErsaElectronics

The MATCH Act: The strictest-ever chip embargo against China. Introduced simultaneously in both the Senate and the House of Representatives by the U.S. Congress on April 2, 2026, this bipartisan chip control bill has been dubbed by the industry as the “chip nuclear bomb” and “the strictest-ever strangulation order.”
At its core, the bill elevates chip restrictions on China from presidential executive orders to permanent congressional legislation, and joins forces with Japan, the Netherlands, and South Korea to build a global blockade network, effectively choking off China’s entire semiconductor supply chain.

5 months ago | [YT] | 0