Subject


Semiconductors


2025-02-19

[Insights] Memory Spot Price Update: NAND Demand Rebounds as Samsung Halts Small-Capacity MLC Production

According to TrendForce's latest memory spot price trend report, regarding DRAM, the upward momentum is concentrated on DDR5, while prices of DDR4 remains weak due to oversupply. As for NAND flash, demand rebounds post-Lunar New Year, with small-capacity MLC products seeing the largest demand as a r...

2025-02-19

[News] Intel Principal Engineer Calls TSMC Deal Mistake, Argues 18A More Advanced with Early Adopters Secured

As Trump pushes tariffs to boost U.S. chipmaking, rumors of a TSMC-Intel deal intensify. Intel’s Principal Engineering Program Manager, Joseph Bonetti, called the move a "horrible, demoralizing mistake" in a now-deleted LinkedIn post, arguing that Intel 18A will be more advanced, as per Tom’s Ha...

2025-02-19

[News] Taiwan’s AI Server Manufacturers Target Texas for U.S. Expansion Amid Tariff Concerns

According to a report from UDN News, Taiwan’s contract manufacturers are gearing up to invest in the U.S. amid escalating tariffs under Trump’s administration. The report, citing Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA) Chairman Richard Lee, notes that Taiwan’s le...

2025-02-19

[News] Singapore States Less Than 1% of NVIDIA’s Revenue Tied to Physical Shipments to The Country

Amid concerns that whether Singapore has become a major intermediary of transferring NVIDIA chips to China, Tan See Leng, Second Minister for Trade and Industry, stated that less than 1% of NVIDIA’s total revenue comes from products physically delivered to the country, according to Bloomberg and l...

2025-02-19

[News] Memory Giants in Talent War as Samsung Hires in Taiwan, Micron & CXMT Poach South Korean Engineers

According to a report from ijiwei, citing Business Korea, Samsung Electronics is actively recruiting engineers with over two years of experience in the memory chip sector in Taiwan. This hiring initiative is part of an expanded effort to enhance its expertise in the memory sector, with a particular ...

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