Subject


Semiconductors


2023-11-06

[News] Chinese GPU Startup Moore Threads Adapts Workforce Reduction after U.S. Sanctions, Remains Optimistic

Following recent sanctions imposed by the United States, Chinese GPU startup Moore Threads has initiated workforce adjustments. The company announced that these changes will be completed within the week, emphasizing that it's a necessary step for their ongoing growth. Despite the challenges, Moore T...

2023-11-06

[News] Chinese Smartphone Demand Stimulate Orders for IC Manufacturers

Non-Apple IC manufacturers are reporting positive business performance this quarter. Chinese brands are experiencing a revival driven by the release of new Huawei smartphones, and a resolution in inventory clearance in emerging markets. This has led to an increase in orders. Additionally, Samsung's ...

2023-11-03

[Insights] Polysilicon-Wafer Deal Deadlock, Cell & Module Prices Falling

In TrendForce's latest solar energy pricing, it is revealed that upstream polysilicon and wafer transactions have reached a standstill, while downstream cell and module prices continue to decline. Polysilicon Polysilicon prices continue to decline throughout the week. The mainstream conclud...

2023-11-03

TrendForce Foresees China’s Mature Wafer Processes to Expand to 33% by 2027, Japan Secures Advanced Processes

The research institution TrendForce held its AnnualForecast 2024 Seminar on November 3, where they delved into discussions about global wafer foundry trends, the applications of AI, the dynamics of AI servers, and the demand for High Bandwidth Memory (HBM). Joanne Chiao, analyst from TrendForce, ...

2023-11-03

[News] Taiwan’s $30 Billion “Chip-Driven Industrial Innovation Program” Annually Set to Garner Global Interest and Collaboration

According to UDN's report, the Taiwanese government has introduced the "Taiwan Chip-Driven Industrial Innovation Program," an investment of NT$300 billion with an annual average of NT$30 billion.  On October 2, Executive Yuan Commissioner Tsung Tsong Wu and Chairperson of the National Science Counc...

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