Monthly Archives: August 2023

DRAM Average Prices have not yet recovered, and Wafer Price Increases Continue in Late August

DRAM Spot Market Spot prices of DRAM products have risen slightly lately due to Samsung’s earlier attempt to raise prices of 3D NAND Flash wafers as well as the temporary halt in the flow of rebelled used chips into the …

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[News] Intel’s Processor Upgrades: Impact on TSMC’s Revenue Awaited

According to Taiwan’s TechNews report, Intel has revealed the architecture and supply schedule of the new generation data center Xeon processors, Sierra Forest and Granite Rapids. They are also set to unveil the consumer processor codenamed Meteor Lake in mid-September. …

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[News] CoWoS Demand Surges: TSMC Raises Urgent Orders by 20%, Non-TSMC Suppliers Benefit

According to a report from Taiwan’s TechNews, NVIDIA has delivered impressive results in its latest financial report, coupled with an optimistic outlook for its financial projections. This demonstrates that the demand for AI remains robust for the coming quarters. Currently, …

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[News] Global EV Penetration Spurred by US and China Policies

According to the news from Chinatimes, Tesla, the leading electric vehicle manufacturer in the United States, achieved a record-breaking delivery volume of 466,140 units in the second quarter of this year. Meanwhile, Chinese electric car companies like NIO and BYD …

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[News] Can BYD’s Acquisition of Jabil’s Chinese Business Truly Secure a Place in Apple’s Supply Chain?

According to a report by Taiwan’s TechNews, Chinese electric vehicle giant BYD group announced on yesterday its intention to acquire the mobile electronics manufacturing business of American electronic contract manufacturer Jabil for nearly $2.2 billion in cash, encompassing operations in …

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