Subject


Semiconductors


2025-02-06

[News] Apple Reportedly Kicked Off M5 Mass Production in January, Boosting TSMC’s N3P Momentum

In TSMC’s earnings call last month, the foundry giant revealed that 3nm already accounted for 26% of its total revenue in the fourth quarter of 2024. Now it is likely to get a major boost on the node, as an etnews report suggests that Apple began mass production of the M5 chip in January, leveragi...

2025-02-05

[Insights] Memory Spot Price Update: DDR4 Prices Continue to Slide Due to CXMT’s Abundant Supply

According to TrendForce's latest memory spot price trend report, regarding DRAM, consumer demand remains weak post-Lunar New Year, with DDR4 spot prices falling due to the abundant supply from CXMT. As for NAND flash, transactions were lethargic, while efficacy of production cuts by suppliers has ye...

2025-02-05

[News] European Chip Giants NXP and STMicroelectronics Plan Layoffs Amid Market Downturn

As demand for automotive and industrial semiconductors continues to weaken, European chipmakers NXP and STMicroelectronics are preparing for workforce reductions, according to reports from ijiwei and Bloomberg. As noted by the report from ijiwei, citing NL Times, Dutch semiconductor company NXP a...

2025-02-05

[News] DeepSeek Reportedly Reveals Huawei’s Ascend 910C Reaches 60% of NVIDIA H100’s Inference Power

While DeepSeek’s efficient AI model has fueled debate on NVIDIA’s dominance, China’s Huawei also puts pressure on the U.S. chip giant with its Ascend 910C, a variant of the 2019 Ascend 910 AI chip. According to the reports from Wccftech and Tom’s Hardware, citing Chinese media outlet AGI Hun...

2025-02-05

[News] Amid Potential Trump Tariffs, Taiwan’s NSTC Stresses U.S. Gains from Taiwan-Made Chips

U.S. President Donald Trump announced plans to introduce new tariffs on computer chips, which, if implemented, could have significant impacts for the global tech industry, according to The Washington Post. In response, Taiwan is assessing the potential impact on its semiconductor industry and develo...

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