According to TrendForce's latest memory spot price trend report, regarding DRAM, the market sentiment turned cautious and wait-and-see following the U.S. government's tariffs on certain imports, though Trump's 90-day suspension of the tariffs later helped restore some confidence. As for NAND flash, ...

Amid Trump’s tariffs, TSMC has been stepping up its investment in the U.S. According to Economic Daily News, the company is accelerating the timeline for its second Arizona fab. In addition, TSMC is reportedly set to introduce its latest fan-out panel-level packaging (FOPLP) technology in the U.S....

Shortly after announcing a massive $500 billion AI investment in the U.S., NVIDIA said it would take a $5.5 billion charge after the U.S. restricted exports of its H20 AI chip to China, according to Reuters and Bloomberg. The Bloomberg report suggests that NVIDIA’s $5.5 billion writedown signal...

Recently, German semiconductor company Neumonda announced a strategic partnership with Ferroelectric Memory Company (FMC) to establish a new production line for non-volatile memory chips (FeRAM) in Dresden, Germany. At the core of this collaboration is FMC’s innovative “DRAM+” technology. I...

With NVIDIA unveiling a massive up to $500 billion investment in the U.S., AMD, another American chip powerhouse, is also doubling down on domestic production. CEO Lisa Su confirmed today that AMD is boosting U.S. output, and according to Reuters, its flagship chips will soon roll off TSMC’s new A...