Subject


Semiconductors


2023-10-16

[News] TSMC Abandons Taiwan Expansion Plans, Bureau Reports Interest from Other Companies  

As reported by CNA, the Hsinchu Science Park Bureau(HSPB) is overseeing the expansion project for the Longtan Science Park in Taoyuan, which is essential for advanced manufacturing processes with nodes of 2 nanometers and below, a critical need for TSMC. The project has sparked social controversy, l...

2023-10-16

[News] Chinese MCU Manufacturers Halt Price-Cutting, MCU Industry Signals Recovery

Semiconductor inventory adjustments are showing positive signs, with the MCU market, which was among the first to bear the brunt of price pressure, now leading the way as Chinese companies have recently ceased their aggressive price-cutting strategies to clear their inventory. In fact, some MCU prod...

2023-10-16

In the AI Era, Can Gallium Nitride Save Power-Hungry Data Centers?

The digital world is undergoing a massive transformation powered by the convergence of two major trends: an insatiable demand for real-time insights from data, and the rapid advancement of Generative artificial intelligence (AI). Leaders like Amazon, Microsoft, and Google are in a high-stakes race t...

2023-10-13

[News] Amkor’s Vietnam Plant Meets High-End Semiconductor Demand as Advanced Packaging Thrives

On October 11th, Amkor announced the official opening of its factory located in the Yen Phong 2C Industrial Park in Bac Ninh Province, Vietnam. The new facility, occupying 57 acres, is set to become Amkor's largest, with an investment of approximately $1.6 billion by 2035. The factory primarily focu...

2023-10-13

Q4 DRAM Contract Prices Estimated Quarterly Increase of 3-8% After 8 Quarters Drops Continously

TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%. Whether this upward momentum can be sustained will hinge on the suppliers' steadfastness in maintainin...

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