Subject


Semiconductors


2024-03-26

[News] Three Major Giants Vying for TSMC’s 3-Nanometer Production Capacity

Benefited from frequent orders from its top three clients, Apple, Intel, and AMD, strong momentum has reportedly been driven for TSMC's 3-nanometer orders, as per a report from Economic Daily News. Anticipated to see sequential growth throughout the year, these orders are expected to remain robust u...

2024-03-26

[News] Rumors Regarding Price Reductions in Mature Process for Foundries Emerge, Signaling a Further Decrease in Prices in Q2

Weak demand in mature process has triggered another wave of foundries' price reductions. According to a report from Economic Daily News citing industry sources, some foundries have been continuously adjusting their quotes for mature process downward by single-digit percentages (4% to 6%) this qua...

2024-03-25

[News] SK Hynix Reportedly Invests Around USD 90 Billion to Commence Fab Expansion

Reportedly, South Korean memory giant SK Hynix has capitalized on the surging demand in the artificial intelligence (AI) and high-performance computing (HPC) markets. As per a report by ComputerBase, with its HBM and DDR5 products, SK Hynix has swiftly emerged from the slump in the memory market in...

2024-03-25

[News] Escalating US China Tech War! China Reportedly Tightens Grip on Intel and AMD, Impacting TSMC

The US-China tech war continues to escalate, as reported by the Financial Times (FT). Beijing has reportedly instructed official institutions in China to refrain from using PCs and servers equipped with microprocessors from Intel and AMD, as well as to reduce procurement of Microsoft Windows operat...

2024-03-25

[News] The Intense Battle of 2-Nanometer Technology Set to Escalate Next Year

As the demand for AI is becoming urgent, according to industry sources cited by the ChinaTimes News, TSMC's Fab20 P1 plant in Hsinchu's Baoshan area will undergo equipment installation engineering in April to warm up for mass production of the GAA (gate-all-around) architecture. Reportedly, it is...

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