Semiconductor Weekly
Samsung and SK Group Announce 2,000 Trillion KRW Domestic Investment Plan:
According to media reports, President Lee Jae-myung presided over a formal ceremony. Samsung Electronics and SK Group plan to invest a total of 2,000 trillion KRW (approximately US$1.3 trillion) in the southwestern region of South Korea over the next 10 years, with each company allocating 600 trillion KRW for new semiconductor projects.
Power Semiconductors Resume Tiered Price Hikes, AI Power Orders Surge:
Yangjie Technology and Hongwei Technology have issued their second round of price increase notices this year, according to reports. Industry sources noted that "AI-related power orders are overflowing – we simply cannot keep up with demand." Infineon also confirmed that AI demand has far exceeded expectations, with certain products in tight supply, leading to price adjustments.
JCET Invests RMB 7.8 Billion in Lingang Advanced Packaging Factory:
On June 24, JCET (600584) announced plans to invest RMB 7.8 billion in a high-end advanced packaging factory in Shanghai Lingang, to be built in two phases. Phase I is scheduled for completion in the second half of 2028. Following the announcement, JCET's stock price surged to its daily limit the next day.
TSMC to Raise Advanced Process Foundry Prices by 5%-10%:
TSMC plans to raise prices across all advanced nodes of 7nm and below, with an estimated increase of 5%-10%, affecting approximately 75% of its wafer revenue, according to media reports. The company's 2026 revenue is expected to exceed US$160 billion.
OpenAI Partners with Broadcom to Release First In-House AI Inference Chip "Jalapeño":
The chip is specifically optimized for large language model inference, taking just 9 months from design to tape-out, with commercial deployment planned for the end of 2026, according to industry research reports and media coverage.
MLCC Shortage Spreads, High-End Product Prices Double:
AI server demand has driven a sharp rise in MLCC prices, with Murata's high-capacitance models surging from RMB 300/2,000 units to RMB 720/2,000 units, according to industry sources. The Huaqiangbei spot market is reportedly seeing "prices change daily."
Kunlunxin Plans Hong Kong Listing, Tencent Becomes Key Customer:
Baidu's Kunlunxin is reportedly targeting a valuation of approximately US$50 billion and has completed delivery of multiple 10,000-card clusters, with Tencent having become a customer, according to industry sources.
Micron and Anthropic Form Strategic Partnership, Invests in Series H:
Micron has entered a strategic collaboration with Anthropic covering joint design of AI memory and storage architecture and supply agreements, and has also made a strategic investment in Anthropic's Series H funding round, according to Guotou Securities' electronics industry weekly report.
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