Subject


Semiconductors


2023-11-30

[News] Amazon Unveils New AWS-Designed Chips, Boosting Orders for TSMC and ALCHIP

On the 28th, Amazon unveiled two AWS-designed chips, Graviton4, a CPU propelling its AWS cloud services, and the second-gen AI chip Trainium2, tailored for large language models. Both chips boast substantial performance upgrades. With a positive market outlook, Amazon is intensifying its competition...

2023-11-30

[News] STMicroelectronics to Invest EUR 5 Billion in New SiC Wafer Fab

STMicroelectronics, following its EUR 7.5 billion wafer fab project with GlobalFoundries in Crolles, France. is set to invest EUR 5 billion in building a new SiC super semiconductor wafer fab in Catania, Sicily, Italy. The fab in Italy will specialize in producing SiC chips, a pivotal technology for...

2023-11-30

[News] Samsung Reportedly Initiates Price Increase for CIS

According to the Economic Daily News’ report, industry sources indicate that Samsung, a major supplier of CIS, has issued a price increase notice to customers on November 29th, projecting an average price increase of up to 25% in the first quarter of next year. The individual product lines may ...

2023-11-29

[Insights] Weekly Price Update: DRAM Swang and NAND Remained Strong

Following the Singles’ Day Sale in China, demands are relatively cooled down. While for DRAM spot prices, market experiences fluctuations due to subdued demand and increased supply of used chips. In contrast, NAND spot price remains relatively strong under the ongoing reduction in supply. DRAM ...

2023-11-29

[News] CXMT Launches First Domestic LPDDR5, Collaborating with Industry Partners for Market Expansion

On November 28, CXMT revealed its latest DRAM product, LPDDR5. As the first Chinese brand to independently develop and manufacture LPDDR5 products, CXMT marks a breakthrough in the Chinese market and broadens its product reach in the mobile terminal market, reported by MooreNews. CXMT's LPDDR5, t...

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