Subject


Semiconductors


2023-10-06

[NEWS] Samsung to Boost DDR5 Production in 4Q23 for PC and AI Servers’ Transition to DDR5 in 2024

Source to UDN, the DRAM market has been buzzing with positive developments lately, and may get a chance to see an upturn by the end of the year. Among the key factors driving this optimism is the DDR5 specification DRAM, which is poised to capitalize on opportunities in AI servers and laptops next y...

2023-10-05

[News] TSMC Reportedly Allocates Over 200 R&D Personnel for Advancements in Silicon Photonics

The Silicon Photonics topic is heating up as major companies race to address the data transfer speed between chips. Intel's Silicon Photonics project has a leading advantage, while TSMC is collaborating with major customers Nvidia and Broadcom, investing 200 research and development personnel. They ...

2023-10-04

[News] Unveil China’s 14 Major Challenges in Electronic Information Engineering: AI, New Sensors, and Optoelectronic Semiconductors

As the United States intensifies its chip embargo against China, the Chinese Academy of Engineering (CAE) has released an annual report for technological development. This report serves as a strategic guide to navigate the embargo and promote autonomous technological growth comprehensively. ......

2023-10-04

8-Inch Production Capacity UTR Drop to 50-60% in 2H23, the Cool Demand will Last to 1Q24

TrendForce research indicates that in 1H23, the utilization rate of 8-inch production capacity primarily benefited from sporadic inventory restocking orders for Driver ICs in the second quarter. Additionally, wafer foundries initiated pricing strategies to encourage clients into early orders, offer...

2023-10-04

Extended Chinese Holidays Slow Trading, Memory Spot Prices Stay Fairly High

DRAM Spot Market: As China’s National Day holiday approaches, the frequency of buyers making transactions has dropped. However, transaction prices remain fairly high, and there are no clear signs indicating that prices in the spot market will buckle in the near term. The average spot price of m...

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