Subject


Semiconductors


2025-02-20

[News] Apple Unveils Its First In-House Modem, Moving Away from Qualcomm

For years, there have been rumors that Apple planned to develop its own modem chips to reduce reliance on Qualcomm and cut costs. According to its press release, the newly released iPhone 16e is equipped with the Apple C1, the company’s first self-developed cellular modem. As noted by a report ...

2025-02-20

[News] NVIDIA Reportedly Updates Policy, Requires Full Testing of HBM Stacks Before Shipping to Foundries

U.S. chip giant NVIDIA has reportedly updated its policy with memory suppliers, now requiring HBM stacks to be fully tested before being shipped to foundries for packaging, according to South Korean media outlet TheElec. The report indicates that HBM stacks from memory makers were previously sent...

2025-02-20

[News] SK hynix CEO Dismisses DeepSeek Concerns, Predicts NAND Market Recovery by Late 2025

Despite concerns that China’s low-cost AI model DeepSeek could disrupt the tech industry, SK hynix dismisses such fears. President and CEO Kwak Noh-jung sees it as a long-term driver of semiconductor demand and new opportunities, according to etnews and ZDNet. Kwak noted that though in the shor...

2025-02-20

[News] Tech Firms Shift Operations, Adopting ‘Anything But China’ (ABC) Strategy Amid U.S.-China Strains

According to a report from Central News Agency, citing Wall Street Journal, following the earlier “China+1” strategy, which aimed to diversify manufacturing bases outside of China to mitigate risks, an increasing number of Western tech companies are now prioritizing an "Anything But China" (ABC)...

2025-02-19

[Insights] Memory Spot Price Update: NAND Demand Rebounds as Samsung Halts Small-Capacity MLC Production

According to TrendForce's latest memory spot price trend report, regarding DRAM, the upward momentum is concentrated on DDR5, while prices of DDR4 remains weak due to oversupply. As for NAND flash, demand rebounds post-Lunar New Year, with small-capacity MLC products seeing the largest demand as a r...

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