Subject


Semiconductors


2023-11-02

[News] Qualcomm Reveal Strong Q4 Results, TrendForce Stays Neutral with 3% Global Smartphone Growth Forecast

In the fourth quarter, Qualcomm reported a year-on-year revenue decline of 24%, amounting to $8.67 billion for the period ending on September 24. Nevertheless, this figure exceeded the market's projected $8.51 billion. Akash Palkhiwala, CFO of Qualcomm, stated that the smartphone market is showing s...

2023-11-02

[News] Samsung’s Announcement of a 20% Quarterly Price Increase for NAND Signals Promising Industry Trends

As reported by UDN News, Samsung Electronics is making a significant move by increasing the prices of NAND Flash memory by 20% every quarter until the second quarter of 2024. This price surge exceeds industry expectations. Within the semiconductor industry, Samsung initially raised NAND wafer pri...

2023-11-02

[News] GIGABYTE Aims for Over NT$100 Billion Revenue, Doubles Server Performance This Year  

GIGABYTE held an online earning call on November 1st, during which General Manager Etay Lee expressed optimism about the company's performance. The growth momentum in server and motherboard sectors remains robust, allowing GIGABYTE to potentially reach the significant milestone of NT$100 billion in ...

2023-11-02

[News] Xiaomi’s Second Chip Company Founded with a Capital of 3 Billion Yuan

As reported by Jiwei, Beijing Xuanjie Technology Co., Ltd. has recently been established, and its legal representative is Xuezhong Zeng, who holds the position of Senior Vice President at Xiaomi Corporation. The company has registered capital amounting to 3 billion Yuan and is involved in activities...

2023-11-01

[Insights] NAND Spot Prices Hold Steady After Hitting $2 Mark, Upward Trend is Subject to Debate

DRAM Spot Market Major module houses are still holding a fairly high level of inventory, so they are less adhered to the consensus that prices will go up. Currently, their main strategy in the spot market is to have their quotes closely aligned with the quotes in the contract market. Therefore, spo...

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