Subject


Semiconductors


2023-10-27

[News] Progress and Adoption of Advanced Processes by Samsung, Intel, and TSMC

In recent developments, Samsung Foundry, a subsidiary of Samsung Electronics, has disclosed that it has initiated discussions with major chip clients, gearing up to provide services utilizing 1.4nm and 2nm processes. It's been said that Samsung being ahead in the production of 3nm GAA (gate-all-a...

2023-10-27

[News] ASE Holdings Anticipates Doubling Revenue Share in Advanced Packaging for Next Year

ASE Holdings conducted an earning conference on October 26th to unveil its Q3 financial results and offer insights into future business prospects. All eyes are on ASE's progress in CoWoS advanced packaging. Joseph Tung, the Chief Financial Officer (CFO) of ASE, expressed confidence in AI and ongoing...

2023-10-27

[News] GlobalWafers Plans 8-Inch SiC Production Next Year and Growth for 2025  

GlobalWafers has achieved a milestone by successfully advancing silicon carbide (SiC) crystal growth to 8-inch wafers, aligning with major international players in the industry. The company foresees the commencement of small-scale shipments of 8-inch SiC products in Q4 2024, with substantial growth ...

2023-10-27

[NEWS] Western Digital and Kioxia Terminate Merger Talk, TrendForce Believes M&A Will Be an Inevitable Trend

According to Reuter's report, the merger negotiations between Western Digital and Japan's Kioxia Holdings have been terminated as the two companies could not reach an agreement on the terms. This potential merger aimed to create one of the largest memory chip manufacturers globally but faced obstacl...

2023-10-27

[Insights] Unleashing the Practical Impacts of U.S. Semiconductor Export Policies on China

On October 17, 2023, the U.S. government unveiled an updated set of regulations for semiconductor exports, introducing stricter standards for advanced AI chips. Additionally, these regulations expand control over the export of exposure equipment and include Chinese GPU design startups on an Entity L...

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