Subject


Semiconductors


2024-01-15

[News] China’s Chip Production Capacity Reportedly Set to Grow 60% in 3 Years, Doubling in 5 Years

According to a report from IJIWEI, research by Barclays analysts indicates that China's chip manufacturing capacity is expected to more than double within the next 5 to 7 years, surpassing market expectations significantly. The analysis of 48 chip manufacturers with production facilities in China su...

2024-01-12

[News] TSMC and PSMC Face Dilemma as Overseas Foundry Costs Skyrocket 2.5 to 4 Times

Various countries are actively developing their semiconductor industries, with Taiwan's semiconductor foundries, including TSMC, UMC, and PSMC, becoming prime targets for local manufacturing facilities. TSMC has established plants in the United States, Germany, and Japan, while PSMC, in addition to ...

2024-01-12

[News] Memory Giants Plan DDR5, HBM Expansion; No Immediate Impact on Taiwanese DDR4 Pricing

The recovery of the memory industry is evident, with Taiwanese companies such as Macronix, Nanya Technology, and Transcend all showing month-on-month revenue growth in December last year. Additionally, contract prices for DRAM and NAND Flash are expected to continue rising in the first quarter of 20...

2024-01-12

[News] Chinese Companies Reportedly Disassembling NVIDIA Gaming Cards for AI Development

After the U.S. authorities strengthens export restrictions on high-end processors, reports have emerged that Chinese companies are actively changing the purpose of PC gaming chips and utilizing them for the development of AI tools. According to a report from the Financial Times on January 10, fac...

2024-01-11

[News] Nanya Technology Optimistic About DRAM Market, Expects Possible Supply Shortage and Turnaround in H2

Pei-Ing Lee, the General Manager of Nanya Technology, a major DRAM manufacturer, mentioned on January 10th that this year has seen an upward trend in DRAM prices According to Economic Daily News citnig from Nanya Technology's earnings call for 23Q4,  this trend is attributed to the resurgence of...

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