Subject


Semiconductors


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...

2024-01-11

[News] Explore the Foundry Landscape in Singapore as UMC’s Plant Nears Completion Mid-Year

Recent reports have suggested that UMC's new facility in Singapore is set to be completed by mid-2024, with initial production expected to commence in early 2025. UMC has announced that, in response to the demand for capacity expansion, the board of directors has approved a capital expenditure ex...

2024-01-10

[News] Microchip’s Disappointing Financial Report Raises Caution in the Semiconductor Industry

On January 8th, leading U.S. microcontroller (MCU) and analog IC manufacturer Microchip raised concerns, stating that the revenue for the last quarter would experience a more significant decline than previously estimated, falling short of overall expectations. The market perceives Microchip's fin...

2024-01-10

[Insights] Light Trading, Stable DRAM and NAND Flash Spot Prices

Based on TrendForce's weekly memory spot price trends released every Wednesday, due to the year-end holiday period, the spot market for DRAM and NAND Flash experiences light trading, and prices remain relatively stable. For details, please refer to the information below: DRAM Spot Market: Due ...

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