Subject


Semiconductors


2024-11-06

[News] NVIDIA Rumored to Shift Supermicro Orders, Potentially Benefiting Taiwanese Suppliers

Supermicro, a major beneficiary of the AI boom, saw its stock plunge after Ernst & Young resigned as its auditor, raising market concerns. According to a report from Liberty Times, citing Chinese media outlet Cailian Press, NVIDIA, which has close ties to Supermicro, is shifting orders that wer...

2024-11-06

[Insights] Memory Spot Price Update: NAND Price Declines Linked to Potential Supplier Wafer Expansion

According to TrendForce's latest memory spot price trend report, regarding DRAM, the decline in DDR5’s spot prices has been relatively modest, while DDR4 and DDR3 products experience more significant pressure. As for NAND flash, spot prices could continue to fall also due to the possible expansion...

2024-11-06

[New] Texas Governor Reported to Visit TSMC, Offering Incentives to Attract Investment

According to a report from Commercial Times, citing industry sources, TSMC has become the focus of active collaboration efforts from various parties. The governor of Texas, Greg Abbott, plans to visit TSMC after the U.S. elections to persuade the company to transfer its Arizona plant investment plan...

2024-11-06

[News] Kioxia Projects NAND Demand to Triple by 2028 as It Gears up for Expansion amid AI Boom

Though having abandoned its initial IPO plan in October due to lower market valuation, Kioxia asserts its optimism on NAND. According to a report by Reuters, the Japanese memory giant anticipates flash memory demand to grow approximately 2.7 times by 2028, fueled by the surge in artificial intellige...

2024-11-06

[News] South Korea’s Labor Regulations May Weaken its Semiconductor Competitiveness

According to a report from Business Korea, South Korea's semiconductor industry is under growing pressure from the intense R&D efforts of Taiwan, Japan, and the U.S., as South Korean engineers work fewer hours compared to their global counterparts, due to current labor regulations. The report...

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