Subject


Semiconductors


2024-01-10

[News] Microchip’s Disappointing Financial Report Raises Caution in the Semiconductor Industry

On January 8th, leading U.S. microcontroller (MCU) and analog IC manufacturer Microchip raised concerns, stating that the revenue for the last quarter would experience a more significant decline than previously estimated, falling short of overall expectations. The market perceives Microchip's fin...

2024-01-10

[Insights] Light Trading, Stable DRAM and NAND Flash Spot Prices

Based on TrendForce's weekly memory spot price trends released every Wednesday, due to the year-end holiday period, the spot market for DRAM and NAND Flash experiences light trading, and prices remain relatively stable. For details, please refer to the information below: DRAM Spot Market: Due ...

2024-01-10

[News] SK Hynix Aims for Doubling Market Value in 3 Years, Considering Alteration On its Production Cut Plan for Q1

SK Hynix CEO Kwak Noh-Jung expressed optimism at the Consumer Electronics Show (CES) in the United States, stating that artificial intelligence (AI) chips would propel SK Hynix's market value to double within three years, reaching KRW 200 trillion (approximately USD 152 billion). Kwak also reveal...

2024-01-09

[News] ASML Senior Management’s Asian Tour, First Stop Reportedly TSMC

ASML, a key chipmaking equipment supplier, is reported to have its incoming CEO, Christophe Fouquet, visiting Taiwan soon. According to Commercial Times citing from supply chain sources, it’s suggested that he will meet with TSMC and other related suppliers to discuss next-generation EUV equipmen...

2024-01-09

[News] Completion of TSMC’s Kumamoto Plant, Grand Opening on 2/24

TSMC's foundry in Kumamoto, Japan, has been completed. Currently, the tool-in is underway, with a grand opening ceremony scheduled for February 24th, 2024. Following this, trial production will commence, with mass production expected by the year-end. The Taiwanese semiconductor supply chain is ...

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