Issue 002 · July 6–12, 2026
SK hynix Nasdaq ADR, Micron $250B and CXMT IPO
SK hynix raises US$26.5B via Nasdaq ADR · Micron expands US commitment beyond $250B · CXMT launches 29.5B yuan STAR Market IPO · Micron–Ford automotive supply agreement
Issue 001 · June 29–July 5, 2026
India OSAT, Dresden power fab and Korea AI memory
CG Semi OSAT commissioned in Sanand · Infineon opens €5B Dresden Smart Power Fab · Micron-GM automotive memory agreement · South Korea 800T won AI-chip and HBM mega-project
Issue 001 · June 29–July 5, 2026
Global fabs, OSAT and AI memory investment
CG Semi's Sanand OSAT commissioning · Infineon's €5B Dresden Smart Power Fab · Micron-GM automotive memory agreement · Samsung/SK Hynix 800T won AI-chip mega-project
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