Subject


Semiconductors


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...

2024-05-08

[News] SK Hynix Plans to Manufacture 3D NAND over 400 Layers at -70°C with the Help of TEL

SK Hynix has been exploring the potential of manufacturing 3D NAND at ultra-low temperatures, which may enable the South Korean memory giant to produce its new-generation product with over 400 layers, South Korea’s media outlet TheElec revealed. According to the report, instead of testing in it...

2024-05-08

[News] Rise of In-House Chips: 5 Tech Giants In the Front

With the skyrocketing demand for AI, cloud service providers (CSPs) are hastening the development of in-house chips. Apple, making a surprising move, is actively developing a data center-grade chip codenamed "Project ACDC," signaling its foray into the realm of AI accelerators for servers. As per...

2024-05-07

[News] Apple Allegedly Developing AI Processor for Data Centers, with TSMC as Its Foundry Partner

According to a report from Economic Daily News citing The Wallstreet Journal, Apple is rumored to be developing its own AI chips tailored for data centers, which could potentially give the world’s top smartphone seller a crucial advantage in the AI arms race. The report, quoting sources familiar w...

2024-05-07

[News] Foundries Face Price Pressure in Mature Process Amid Oversupply, Indicating Q3 Price Decline

Wafer foundries' mature process continues to suffer from oversupply, facing further price reduction pressure. According to a report from Economic Daily News, industry sources from IC design companies revealed that in this quarter, prices for certain mature processes have dropped by single-digit per...

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