News
According to SEMI’s latest report, global semiconductor capital expenditures (CapEx) fell 7% quarter-over-quarter in Q1 2025 but rose 27% year-over-year, driven by sustained investments in advanced logic, high-bandwidth memory (HBM), and advanced packaging technologies that support AI applications...
News
U.S. chip giant Qualcomm held its COMPUTEX 2025 keynote speech on May 19, during which CEO Cristiano Amon announced the company’s re-entry into the data center market. While a detailed product roadmap has yet to be revealed, Amon believes Qualcomm is well-positioned for this move. With its recent ...
News
According to Liberty Times, citing Business Post, Ireland unveils a new plan outlining a series of support measures aimed at advancing its semiconductor industry. The government is reportedly offering subsidies worth several billion euros to attract tech giants like TSMC and Samsung to invest in the...
News
During the international press conference for Computex 2025, NVIDIA CEO Jensen Huang, when asked whether NVIDIA might use Samsung or Intel for advanced packaging in the U.S., said the technology is highly advanced and that NVIDIA currently has no alternative—reaffirming TSMC as its sole partn...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market shows prices of DDR4 products registering larger hikes compared with prices of DDR5 products due to the anticipation of supply tightening in the future. As for NAND flash, buyers have slowed down inquiri...