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Monthly Archives: May 2023
Spot Prices of DDR5 Decline, No Recovery Seen in Memory Spot Prices
According to the latest weekly memory spot prices published by TrendForce, the spot prices of DDR5 chips have returned to a downward trend, resulting in no signs of recovery in overall spot prices. For more details, please refer to the …
Panasonic’s Delay in 460800 Battery to Cast Shadow over its Alliance with Tesla
Tesla, the driving force behind the next-generation electric vehicle(EV) battery standards, has been vigorously promoting the 46800 cylindrical battery cell in recent years. Being Tesla’s key collaborator, Panasonic had initially scheduled mass production of these batteries for April this year. …
Server Specification Upgrade: A Bountiful Blue Ocean for ABF Substrates
ChatGPT’s debut has sparked a thrilling spec upgrade in the server market, which has breathed new life into the supply chain and unlocked unparalleled business opportunities. Amidst all this, the big winners look set to be the suppliers of ABF …
Posted in IC Design, Semiconductors, server
Tagged A100, ABF, ABF substrate, AMD, GPU, H100, Nvidia
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DDR3&4 Are Still on Downward Trajectory, Mainstream Wafer Prices Remain in Decline
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23. DRAM prices are projected to fall 13~18%; NAND …
Posted in DRAM, NAND Flash, Semiconductors
Tagged DDR4, DDR5, DRAM, memory price, NAND Flash, wafer
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Beyond the SoC Paradigm: Where Are Next-Gen Mobile AI Chips Going to Land?
The excitement surrounding ChatGPT has sparked a new era in generative AI. This fresh technological whirlwind is revolutionizing everything, from cloud-based AI servers all the way down to edge-computing in smartphones. Given that generative AI has enormous potential to foster …
Posted in Consumer Electronics, IC Design, Semiconductors, Smartphones
Tagged AI Accelerator, AI chip, ASIC, chatGPT, ISP, MediaTek, Qualcomm, SoC, Zheku
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