As the U.S., Netherlands, and Japan restrict sales of advanced fab tools to China, South Korea-based Nextin continues to supply Chinese companies with sophisticated inspection equipment.
SK Hynix readies 2.5D fan-out packaging for next-gen memory that combines wide I/O with low costs and eliminates TSVs.
DRAM sales, especially for HBM, have surged on the back of the AI business frenzy, and it's been to SK Hynix's benefit.
TSMC got a waiver to equip its Nanjing fab in China with U.S. tools, but it wants a permanent permission.
The U.S. government may grant a one-year license to TSMC to upgrade its Fab 16 in Nanjing, China.
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