Subject


Semiconductors


2025-02-06

[News] Chip Industry Shake-Up: GF, Skyworks, and Arm China Name New CEOs amid Headwinds

While Intel is still in its quest of finding a new CEO to turn the tables, it may not be the only tech giant in this position. On February 5th, three semiconductor heavyweights—GlobalFoundries, Skyworks, and Arm China—appointed new leaders as they work to overcome the headwinds. GlobalFoundri...

2025-02-06

[News] Murata Predicts AI server-related MLCC Demand to Double, Sparking Market Rebound in 2025

AI remains a rare bright spot in the tech industry in 2025, and the passive component sector is set to benefit. Murata, the top MLCC (multilayer ceramic capacitor) maker, predicts demand will soar with AI’s rapid growth. President Norio Nakajima expects AI server-related MLCC demand to more than d...

2025-02-06

[News] Intel and AMD Unveil New Laptop Processors: Who Will Gain the Upper Hand?

According to Zhu Xi’s column in TechNews, both Intel and AMD recently unveiled their latest generation of laptop processors at CES 2025. Intel introduced the laptop variants of Arrow Lake, namely Arrow Lake HX and Arrow Lake H, while AMD launched Fire Range, designed to compete directly with Arrow...

2025-02-06

[News] Apple Reportedly Kicked Off M5 Mass Production in January, Boosting TSMC’s N3P Momentum

In TSMC’s earnings call last month, the foundry giant revealed that 3nm already accounted for 26% of its total revenue in the fourth quarter of 2024. Now it is likely to get a major boost on the node, as an etnews report suggests that Apple began mass production of the M5 chip in January, leveragi...

2025-02-05

[Insights] Memory Spot Price Update: DDR4 Prices Continue to Slide Due to CXMT’s Abundant Supply

According to TrendForce's latest memory spot price trend report, regarding DRAM, consumer demand remains weak post-Lunar New Year, with DDR4 spot prices falling due to the abundant supply from CXMT. As for NAND flash, transactions were lethargic, while efficacy of production cuts by suppliers has ye...

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