Subject


Semiconductors


2024-01-30

[News] Latest Updates on HBM from the Leading Three Global Memory Manufacturers

Amid the AI trend, the significance of high-value-added DRAM represented by HBM continues to grow. HBM (High Bandwidth Memory) is a type of graphics DDR memory that boasts advantages such as high bandwidth, high capacity, low latency, and low power consumption compared to traditional DRAM chips. ...

2024-01-29

[News] Kioxia and Western Digital Resume Merger Negotiations? Rumors of Bain Negotiating with SK Hynix Surface

NAND flash memory giants Kioxia and Western Digital (WD) were reported to be in negotiations with intentions to merge. However, the merger talks between Kioxia and WD were halted in October last year due to opposition from SK Hynix, the South Korean memory giant indirectly invested in Kioxia. As...

2024-01-29

[News] TSMC Reportedly Announcing Kumamoto Plant 2 in Japan, while U.S. Subsidies Expected by End of March

While TSMC is pushing forward with its 2nm fab in Taiwan, there is also good news about its overseas expansion. According to the Japanese newspaper "Kumanichi," TSMC is expected to announce the construction of its Kumamoto Fab 2 in Japan on February 6, with the possibility of incorporating the 7nm p...

2024-01-26

[News] NVIDIA CEO Jensen Huang Meets with TSMC Executives in Taiwan, Addressing the Significant AI Chip Shortage

NVIDIA CEO Jensen Huang stated on January 25th that the current phase marks the beginning of AI expansion and growth. He emphasized that AI is set to transform everything and be omnipresent in the future. However, the most significant challenge at present is the ongoing tight supply of AI chips. ...

2024-01-26

[News] Intel Teams Up with UMC to Pursue 12-Nanometer Technology, Production Expected by 2027

Intel announced on the evening of January 25th that it will collaborate with UMC to develop 12-nanometer process platform technology. The production will utilize Intel's wafer fab capacity in the United States, and both parties will share the cash generated from the collaboration. The production is ...

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