Subject


Semiconductors


2025-07-30

[Insights] Memory Spot Price Update: NAND Spot Market Shows Recovery Signs on Rising 3Q25 Price Expectations

According to TrendForce's latest memory spot price trend report, regarding DRAM, trading activities have slowed down for DDR4 products compared with the previous week, while x16 consumer DRAM products have stronger price support compared with x8 PC DRAM products. As for NAND flash, some of the buyer...

2025-07-30

[News] CoWoP: A Game-Changer Beyond CoWoS—Or Just Hype? PCB Makers Stay Skeptical

Fueled by booming demand for advanced packaging like CoWoS, a new report from China’s Wallstreetcn is turning heads with claims of a breakthrough “CoWoP” (Chip on Wafer on PCB) tech—mounting chips directly onto PCB mainboards via mSAP processes, skipping IC substrates entirely. However, Info...

2025-07-30

[News] Sony Reportedly Plans to Sell Communication Chip Division Valued at USD 300 Million

As per Reuters, sources state that Sony Group plans to sell its communication chip subsidiary, Sony Semiconductor Israel, in a deal valued at approximately USD 300 million. This move is part of Sony’s broader asset restructuring strategy aimed at further focusing on its core entertainment business...

2025-07-29

[News] NVIDIA Reportedly Adds 300K H20 Orders on China Demand Surge — TSMC, Memory Makers in Focus

With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Fueled by strong demand from Chinese buyers, the AI chip giant reportedly placed a 300,000-chip order with TSMC last week, Reuters reports. According to sources cited by the report, the new TSMC orde...

2025-07-29

[News] TSMC’s Senior Executive Wei-Jen Lo Retires After 21 Years, Marking Leadership Transition

According to Economic Daily News, TSMC’s former Senior Vice President of Corporate Strategy Development, Wei-Jen Lo, retired on the 27th, becoming the fourth senior executive to step down in recent months. As more top executives reach retirement age, TSMC is actively advancing its internal leaders...

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