Subject


Semiconductors


2023-08-30

[News] Huawei Mate 60’s Kirin 9000s: SMIC Production, Old Tech or US Restriction Break?

According to a report by Taiwan's TechNews, the Huawei Kirin 9000S mobile processor, dubbed by Chinese media as "4G technology with 5G speed," was incorporated into the Huawei Mate 60 Pro smartphone on the 29th. The phone was made available for purchase directly without a launch event or prior promo...

2023-08-30

DRAM Average Prices have not yet recovered, and Wafer Price Increases Continue in Late August

DRAM Spot Market Spot prices of DRAM products have risen slightly lately due to Samsung’s earlier attempt to raise prices of 3D NAND Flash wafers as well as the temporary halt in the flow of rebelled used chips into the market. DDR4 products have experienced a more noticeable price increase compa...

2023-08-30

[News] Intel’s Processor Upgrades: Impact on TSMC’s Revenue Awaited

According to Taiwan's TechNews report, Intel has revealed the architecture and supply schedule of the new generation data center Xeon processors, Sierra Forest and Granite Rapids. They are also set to unveil the consumer processor codenamed Meteor Lake in mid-September. However, with the semiconduct...

2023-08-29

[News] CoWoS Demand Surges: TSMC Raises Urgent Orders by 20%, Non-TSMC Suppliers Benefit

According to a report from Taiwan's TechNews, NVIDIA has delivered impressive results in its latest financial report, coupled with an optimistic outlook for its financial projections. This demonstrates that the demand for AI remains robust for the coming quarters. Currently, NVIDIA's H100 and A100 c...

2023-08-28

[News] NVIDIA’s Financial Forecast Stands Out, Yet Short-Term Semiconductor Market Weakness Remains

NVIDIA Beats Expectations with Q2 Financial Results and Optimistic Q3 Outlook, But Overall Semiconductor Short-Term Prospects Remain Weak, According to Taiwan's Central News Agency. While the semiconductor industry remains subdued, NVIDIA stands out with robust operational performance and a posit...

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