Subject


Semiconductors


2024-07-31

[News] Samsung Sees Solid Demand for 3nm in 2H24, Aiming a Ninefold Increase in AI/HPC Sales by 2028

In addition to the strong memory momentum which contributes to Samsung’s soaring profits in the second quarter, the tech giant’s progress on the foundry and chip business also attracts attention. According to its press release on July 31st, Samsung expects its foundry revenue growth to outpace t...

2024-07-31

[Insights] Memory Spot Price Update: NAND Spot Prices Lacks Momentum due to Absent July Stocking Demand

According to TrendForce's latest memory spot price trend report, neither did the DRAM nor NAND spot prices sees much momentum last week. Spot prices of DDR4 and DDR5 products didn’t show significant fluctuations as the market has not seen a demand uptick. As for NAND flash, the wave of stocking de...

2024-07-31

[News] Apple Reportedly Adopts Google’s Chips to Train its AI Models instead of NVIDIA’s GPUs

Apple's latest technical document reveals that the two main AI models behind Apple Intelligence are trained using Google's Tensor Processing Units (TPUs) instead of NVIDIA GPUs. According to a report from Commercial Times, this suggests that the demand for NVIDIA chips has outstripped supply, prompt...

2024-07-31

[News] Samsung’s Q2 Profits Soar to USD 7.5 Billion, Seeing Strong Demand for HBM, DDR5 and Server SSD in 2H24

Samsung Electronics announced its financial results for the second quarter today (July 31st), posting KRW 74.07 trillion in consolidated revenue and operating profit of KRW 10.44 trillion (approximately USD 7.5 billion). The memory giant’s strong performance can be contributed to favorable memory ...

2024-07-31

[News] SK Hynix Launches the World’s Highest-Performance GDDR7

On July 30, 2024, SK hynix announced the launch of next-generation memory product, GDDR7, with the world's highest performance. SK hynix explained that GDDR is characterized by the performance specifically designed for graphic processing and high-speed property, which has gaining an increasingly ...

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