Subject


Semiconductors


2024-11-28

[News] Trump’s Tariff Storm Spurs Taiwan’s ASIC Firms to Seek Refuge in the U.S. Market

As Trump threatens to impose new tariffs on countries like Mexico, Canada and China, the storm is gradually impacting upstream players in the semiconductor industry. According to Commercial Times, Taiwan’s electronic manufacturing services (EMS) industry begins to feel headwinds, as ASIC companies...

2024-11-28

[News] Japan, South Korea Reportedly Strive to Cut Dependence on China for Tech Materials

As Donald Trump threatens to impose tariffs on Chinese imports from his first day in office, how to reduce dependence on China’s tech materials becomes a top priority for Asian countries like Japan and South Korea, which are heavily involved in semiconductors. According to a report by Nikkei, both...

2024-11-28

[Insights] Lunar Lake Setback Exposes Intel’s Product Planning Problems

Intel has recently announced that it will discontinue integrating DRAM into CPU packaging following Lunar Lake (LNL). However, this actually reveals deeper issues: Intel’s crisis in product planning and organizational decision-making. TrendForce's latest analysis points out that this setback...

2024-11-27

[Insights] Memory Spot Price Update: DDR4 Reball Chip Spot Prices Show Signs of Stabilization after Decline

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices of reball DDR4 chips from decommissioned modules finally showed signs of halting their decline, as DDR4 chips from the Chinese supplier have remained mostly stable. As for NAND flash, spot prices are expecte...

Young Hyun Jun Vice Chairman and Head of Device Solutions (DS) Division
2024-11-27

[News] Samsung Reshuffles Leadership: New Semiconductor Chief, Foundry CTO Role Added

Samsung Electronics unveiled its year-end leadership reshuffle on November 27, aiming to drive the company's next phase of growth and bolster its future competitiveness, with a strong focus on the semiconductor business. Jeon Young-hyun, who was appointed head of the Device Solutions (DS) divisio...

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