Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices continue their daily climb, even as trading stays muted with suppliers and traders holding back inventory, pushing the average price of mainstream DDR4 1Gx8 3200MT/s chips up 9.64%. Meanwhile, in NAND, while...
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ASE has been actively expanding on the back of AI-driven demand for advanced packaging. According to Economic Daily News, ASE has made another expansion move, with its subsidiary SPIL on the 13th spending NT$2.801 billion to acquire a plant in Zhunan, Miaoli, previously owned by United Renewable Ene...
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While NVIDIA’s Rubin steals the spotlight at CES, the AI chip giant may be quietly reshaping its GPU lineup. Reports from Wccftech, citing VideoCardz and BoardChannels, reveal that amid VRAM shortages, NVIDIA is pivoting the RTX 50 series supply: ramping up GeForce RTX 5060 and 5060 Ti 8 GB models...
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8-inch foundry prices are rising. According to Economic Daily News, the tightening global supply of 8-inch wafer foundry capacity has led institutional investors to turn more bullish on related Taiwanese players, expecting the trend to benefit UMC, PSMC, and Vanguard. Regarding the supply-side ba...
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Ahead of TSMC’s earnings call on January 15, the market has already been flooded with reports that the company may build five additional fabs in Arizona under a U.S.–Taiwan trade framework. But what else should investors be watching when results are released tomorrow? A TechNews report flags ...