Subject


Semiconductors


2024-12-26

[News] Silicon Motion Joins Micron’s Cautious Outlook, Predicts Weak DRAM and NAND Demand until 1H25

Following Micron’s lackluster February quarter outlook, which gives a heads up on the weak demand for PCs and smartphones, NAND Flash giant Silicon Motion shares similar views on the memory market. According to the Economic Daily News, the company warns that both NAND and DRAM will experience low ...

2024-12-26

[News] What Will Decide the Effectiveness of U.S. Export Controls on China?

According to a column by Ming-fang Tsai, a professor from Tamkang University, published in TechNews, while the U.S. continues to promote the CHIPS and Science Act and tighten export controls on China, U.S. Secretary of Commerce Gina Raimondo recently stated in an interview with The Wall Street Journ...

2024-12-26

[News] Samsung Reportedly Poised for Major Overhaul of Advanced Packaging Supply Chain amid HBM Race

Has the elephant started dancing? In addition to the reshuffle of its semiconductor executive team in November, Samsung is reportedly set to significantly revamp its supply chain for advanced semiconductor packaging, as per a report from South Korean media outlet ETNews. Notably, the move is expe...

2024-12-26

[News] SK hynix Gears up for 16H HBM3E Mass Production in 2025, with Early Testing Showing Positive Results

In early November, SK hynix CEO Kwak Noh-Jung introduced the world’s first 48GB 16-high HBM3E at SK AI Summit in Seoul. Now, before the year 2024 draws to an end, the HBM giant is gearing up for the mass production of the product, as early testing of key processes reportedly shows promising result...

2024-12-25

[News] European Chip Giants Doubling Down on “Made in China”: Key Investments from STM, NXP and More

According to a report from Anue, in recent years, geopolitical tensions have increased market uncertainty, prompting many semiconductor companies to seek more resilient supply chains. Interestingly, "Made in China" has emerged as a strategy for tapping into the Chinese market, with several European ...

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