Subject


Semiconductors


2024-05-30

[News] Coherent’s UK Fab Faces Sale, Indicating Apple’s VCSEL Supply Chain Changes

According to Daily Telegraph, Coherent's fab located in Newton Aycliffe, County Durham, Northern England, is facing potential sale or closure as Apple ceased a supply agreement. Currently, the plant is under review, which might turn out to be sold. Coherent has issued a last-time-buy notice to its c...

2024-05-29

[Insights] Memory Spot Price Update: Price Dropped Further; NAND Demand Momentum Expected to Pick Up in Q3

According to TrendForce's latest memory spot price trend report, the weak demand is putting more and more pressure on sellers, causing spot prices of modules and chips continue to record a sharper fall than the week before. Meanwhile, regarding NAND Flash prices, the spot market continued to drop th...

2024-05-29

[News] South Korean Media Suggests AMD Could Become Samsung’s 3nm GAA Process Customer

According to a report on May 29th from The Korea Economic Daily, it has speculated that AMD is likely to become a customer of Samsung Electronics' 3nm GAA process. Reportedly, during AMD CEO Lisa Su's appearance at the 2024 ITF World, which was hosted by the Belgian microelectronics research center...

2024-05-29

[News] Nanya Technology Chairman Names 10nm 1B Process as Key Expansion Focus for the Year

DRAM giant Nanya Technology held its shareholder meeting earlier today, during which Chairman Chia-Chau Wu reported on the company's operations. According to a report from UDN, He mentioned that despite challenges such as unfavorable market conditions, geopolitical tensions, and the US-China trade c...

2024-05-29

[News] Samsung Expected to Unveil its 1nm Plan in June, Advancing it to 2026

Samsung’ Foundry Business Division is set to host a Foundry and SAFE Forum in Silicon Valley, U.S., on June 12-13. According to Business Korea, the tech giant would reveal its latest technology roadmap, reportedly moving up its 1nm mass production schedule from 2027 to 2026. Samsung’s SF1.4 p...

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