Subject


Semiconductors


2024-05-09

[COMPUTEX 2024] The Rise of Generative AI Sparks Innovation across Industries, with Taiwan-based Companies Leading as Essential Partners in the Global Supply Chain

“The Dawn of Generative AI Has Come!” This new chapter in the course of human technological evolution was first introduced by NVIDIA’s founder, Jensen Huang. Qualcomm’s CEO, Cristiano Amon, also shares this optimism regarding generative AI. Amon believes this technology is rapidly evolving a...

2024-05-09

[News] Gearing up for Backside Power Delivery: Heated Tech War Between TSMC, Intel, and Samsung

As Moore's Law progresses, transistors are becoming smaller and denser, with more layers stacked on top of each other. This may require passing through 10 to 20 layers of stacking to provide power and data signals to the transistors below, leading to increasingly complex networks of interconnects an...

2024-05-08

[News] U.S. Imposes Further Sanctions, Revoking Intel and Qualcomm’s License to Supply Chips to Huawei

The U.S. government has reportedly revoked the licenses of Intel and Qualcomm to supply semiconductor chips used in laptops and handsets to Huawei. According to Reuters citing sources, some companies received notices on May 7th, and the revocation of the licenses took immediate effect. In April,...

2024-05-08

[News] Intel Reportedly Collaborates with 14 Japanese Companies to Develop Semiconductor Backend Process Technology

According to a report from Nikkei News, US chip giant Intel will join forces with 14 Japanese companies to develop automation technology for "backend" semiconductor processes such as packaging. The aim is said to achieve automation by 2028, highlighting efforts by both the US and Japan to collaborat...

2024-05-08

[Insights] Memory Spot Price Update: Buyer Shift to Spot Inquiries Due to DRAM Module Contract Price Increase

According to TrendForce's latest memory spot price trend report, due to a significant increase in DRAM module contract prices, some buyers are turning to spot inquiries, leading to partial transactions at lower prices. Meanwhile, NAND Flash prices have shown loosening in spot prices as certain modul...

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