# VLSI Market — the semiconductor wire

Canonical page: https://market.vlsi.kr/changes

Text summary of the default newsroom view: the first 40 of 100 items in newest published order. Original titles and publication dates are preserved. Analysis and forecasts are separate from observed market data.

## Company releases and related news

- 2026-09-04 · EE News Europe · [Hitachi expands HMAX for physical AI](https://www.eenewseurope.com/en/hitachi-expands-hmax-for-physical-ai)
- 2026-09-04 · EE Times · [EE Times Magazine – September 2026](https://www.eetimes.com/ee-times-magazine-september-2026)
- 2026-09-04 · SemiWiki · [The $9.5 Billion Design IP Market: Shifting Boundaries, Arm’s Monopoly, and the RISC-V Response](https://semiwiki.com/ip/373010-the-9-5-billion-design-ip-market-shifting-boundaries-arms-monopoly-and-the-risc-v-response)
- 2026-09-04 · SemiWiki · [CEO Interview with Timothy Regan of IN2FAB](https://semiwiki.com/ceo-interviews/372531-ceo-interview-with-timothy-regan-of-in2fab)
- 2026-09-04 · TrendForce · [\[News\] U.S. Chip Tariffs Could Hinge on Investment Scale: What’s at Stake for TSMC, Samsung, SK hynix?](https://www.trendforce.com/news/2026/09/04/news-u-s-chip-tariffs-could-hinge-on-investment-scale-whats-at-stake-for-tsmc-samsung-sk-hynix)
- 2026-09-04 · TrendForce · [\[News\] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With Rivals](https://www.trendforce.com/news/2026/09/04/news-micron-reportedly-to-add-60k-hbm-wafersm-reaching-100k-by-year-end-to-narrow-gap-with-samsung-sk-hynix)
- 2026-09-04 · TrendForce · [\[News\] China’s 2nd-largest Foundry Hua Hong Unveils US$2B Wuxi Expansion, Adding 55K Wafers/M and 30% More Capacity](https://www.trendforce.com/news/2026/09/04/news-chinas-second-largest-foundry-hua-hong-unveils-us2b-wuxi-expansion-adding-55k-wafersmonth-and-30-more-capacity)
- 2026-09-04 · TrendForce · [\[News\] ASML Japan to Boost Workforce 40% by 2030 to Support Rapidus, TSMC Advanced Chip Push](https://www.trendforce.com/news/2026/09/04/news-asml-japan-to-boost-workforce-40-by-2030-to-support-rapidus-tsmc-advanced-chip-push)
- 2026-09-03 · EE Times · [TechWorks Aligns U.K. Semiconductors Under UKSIA Umbrella](https://www.eetimes.com/techworks-aligns-u-k-semiconductors-under-uksia-umbrella)
- 2026-09-03 · EE Times · [India’s Quantum Journey Goes Beyond the Qubit](https://www.eetimes.com/indias-quantum-journey-goes-beyond-the-qubit)
- 2026-09-03 · SemiWiki · [Unified Emulation and Prototyping: Pipedream or Reality?](https://semiwiki.com/eda/synopsys/372834-unified-emulation-and-prototyping-pipedream-or-reality)
- 2026-09-03 · SemiWiki · [Technical Case Study: MicroLED Yield Management with Plessey and yieldWerx](https://semiwiki.com/eda/yieldwerx/372412-technical-case-study-microled-yield-management-with-plessey-and-yieldwerx)
- 2026-09-03 · SemiWiki · [HBM’s Vertical Ascent: Why Packaging Is Becoming the Heart of AI Memory](https://semiwiki.com/semiconductor-manufacturers/372849-hbms-vertical-ascent-why-packaging-is-becoming-the-heart-of-ai-memory)
- 2026-09-02 · EE News Europe · [Chips Act 2.0, Part 3: Can Europe compete?](https://www.eenewseurope.com/en/chips-act-2-0-part-3-can-europe-compete)
- 2026-09-02 · EE Times · [Mercedes Spinout Athos Closes Its Doors](https://www.eetimes.com/mercedes-spinout-athos-closes-its-doors)
- 2026-09-02 · EE Times · [Indian Startup HrdWyr Builds AI-Native SoCs for the Physical World](https://www.eetimes.com/indian-startup-hrdwyr-builds-ai-native-socs-for-the-physical-world)
- 2026-09-02 · SemiWiki · [Intel 18A-P Pushes RibbonFET and Backside Power Beyond the First Generation](https://semiwiki.com/semiconductor-manufacturers/intel/372712-intel-18a-p-pushes-ribbonfet-and-backside-power-beyond-the-first-generation)
- 2026-09-02 · SemiWiki · [DAC 2026: A Discussion of Who Owns the Intelligence Behind Tomorrow’s Chips and How to Make it Better](https://semiwiki.com/eda/llmda-ai/372271-dac-2026-a-discussion-of-who-owns-the-intelligence-behind-tomorrows-chips-and-how-to-make-it-better)
- 2026-09-02 · SemiWiki · [Containing AI Agents With a Will of Their Own](https://semiwiki.com/artificial-intelligence/372426-containing-ai-agents-with-a-will-of-their-own)
- 2026-09-02 · SemiWiki · [Building a Faster Path from Semiconductor Idea to Commercial Silicon](https://semiwiki.com/semiconductor-services/silicon-catalyst/372828-building-a-faster-path-from-semiconductor-idea-to-commercial-silicon)
- 2026-09-02 · TrendForce · [\[News\] Google Says Memory Tops 75% of Server BOM; TPU-Software Dual Strategy Targets Memory Wall](https://www.trendforce.com/news/2026/09/02/news-google-says-memory-tops-75-of-server-bom-tpu-software-dual-strategy-targets-memory-wall)
- 2026-09-01 · EE News Europe · [Diraq and Equinix to deploy Australia’s first data center quantum computer](https://www.eenewseurope.com/en/diraq-and-equinix-to-deploy-australias-first-data-center-quantum-computer)
- 2026-09-01 · EE Times · [SK Hynix’s $4B HBM Project Targets U.S. Chipmaking Gap](https://www.eetimes.com/sk-hynixs-4b-hbm-project-targets-u-s-chipmaking-gap)
- 2026-09-01 · EE Times · [How AI Is Reshaping the Global Semiconductor Patent Landscape](https://www.eetimes.com/how-ai-is-reshaping-the-global-semiconductor-patent-landscape)
- 2026-09-01 · EE Times · [Exclusive: Sir Robin Saxby Reflects on Impact of AI, Geopolitics, and Retirement](https://www.eetimes.com/exclusive-sir-robin-saxby-reflects-on-impact-of-ai-geopolitics-and-retirement)
- 2026-09-01 · SemiWiki · [Keysight ADS Enables First-Pass Silicon at 3 THz for AttoTude](https://semiwiki.com/eda/keysight-eda/372755-keysight-ads-enables-first-pass-silicon-at-3-thz-for-attotude)
- 2026-09-01 · SemiWiki · [How Agentic AI Turns IC Engineers into Architects](https://semiwiki.com/eda/chipagents-ai/372781-how-agentic-ai-turns-ic-engineers-into-architects)
- 2026-09-01 · SemiWiki · [Follow the Money – Agentrys Raises $24.5 Million to Build Agentic Design Automation](https://semiwiki.com/eda/agentrys/372749-follow-the-money-agentrys-raises-24-5-million-to-build-agentic-design-automation)
- 2026-08-31 · EE News Europe · [Radiation-hardened semiconductors fly on NASA Roman telescope](https://www.eenewseurope.com/en/radiation-hardened-semiconductors-fly-on-nasa-roman-telescope)
- 2026-08-31 · EE Times · [Advanced Cooling Technologies Address the Automotive Heat Challenge](https://www.eetimes.com/advanced-cooling-technologies-address-the-automotive-heat-challenge)
- 2026-08-31 · SemiWiki · [Intel’s 14A Is Winning the Race Against Defects](https://semiwiki.com/semiconductor-manufacturers/intel/372866-intels-14a-is-winning-the-race-against-defects)
- 2026-08-31 · SemiWiki · [GenAlpha Brings a Practical Approach for Analog AI to DAC 2026](https://semiwiki.com/eda/generation-alpha-transistor/372802-genalpha-brings-a-practical-approach-for-analog-ai-to-dac-2026)
- 2026-08-31 · SemiWiki · [Exploiting agentic automation cost-effectively. Innovation in Verification](https://semiwiki.com/artificial-intelligence/372524-exploiting-agentic-automation-cost-effectively-innovation-in-verification)
- 2026-08-28 · EE Times · [Microscale Power Management Starts with Microflow Heat Measurement](https://www.eetimes.com/microscale-power-management-starts-with-microflow-heat-measurement)
- 2026-08-28 · EE Times · [Google’s Marvell Deal Shows Custom Silicon Spreading Beyond the TPU](https://www.eetimes.com/googles-marvell-deal-shows-custom-silicon-spreading-beyond-the-tpu)
- 2026-08-27 · EE News Europe · [AWS and NVIDIA plan 2 Million-GPU AI expansion](https://www.eenewseurope.com/en/aws-and-nvidia-plan-2-million-gpu-ai-expansion)
- 2026-08-27 · NVIDIA · [Delivering Vera: NVIDIA’s First CPU Built for Agents Is Shipping Now](https://blogs.nvidia.com/blog/vera-cpu-delivery)
- 2026-08-27 · NVIDIA · [NVIDIA Announces Upcoming Event for Financial Community](https://nvidianews.nvidia.com/news/nvidia-announces-upcoming-event-for-financial-community-6927858)
- 2026-08-26 · EE News Europe · [Infineon acquires C2i Semiconductors to boost AI data center power portfolio](https://www.eenewseurope.com/en/infineon-acquires-c2i-semiconductors-to-boost-ai-data-center-power-portfolio)
- 2026-08-26 · Intel · [Intel at AI Infra Summit 2026](https://newsroom.intel.com/artificial-intelligence/intel-at-ai-infra-summit-2026)

## Equity context

[Semiconductor stocks and company research](https://market.vlsi.kr/stocks): Samsung Electronics (KRX:005930, KRW), SK hynix (KRX:000660, KRW), NVIDIA (NASDAQ:NVDA, USD), AMD (NASDAQ:AMD, USD), TSMC (NYSE:TSM depositary listing, USD), ASML (NASDAQ:ASML, USD). US charts are supplied by TradingView. Korean quotes open at provider sources. Quote timestamps and exchange delay notices belong to the provider. Quotes are not copied into this summary.

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Published by [VLSI Korea](https://www.vlsi.kr/). 

## Disclosure

*This article is provided for informational purposes only and does not constitute a recommendation to buy or sell any security. Figures and factual statements are based on publicly available sources, including company filings, news reports, and market research, and may contain errors in the source material or in the preparation of this article. The author may own shares in companies mentioned. All investment decisions and their outcomes are the reader's responsibility.*