Subject


Semiconductors


2024-09-27

[News] China’s IC Exports Regain Momentum, Amounting to RMB 736 Billion by August

Recently, a report by People's Daily notes that according to data released by China's customs authorities, in the first eight months of this year, China’s integrated circuit (IC) exports amounted to RMB 736.04 billion, an increase of 24.8%. IC exports have surpassed automotive exports (which total...

2024-09-26

[News] Japan’s Semiconductor Equipment Sales Boom, Hit Record High for January-August This Year

According to a Money DJ report, Japan's semiconductor manufacturing equipment sales continued to surge, with August sales jumping 20%, marking five consecutive months of double-digit growth and reaching the fifth-highest level on record. Sales for the January-August period hit an all-time high. C...

2024-09-26

[News] Micron’s Upbeat Guidance Rebuts the “DRAM Winter” Rumor, with 12-hi HBM3E to Ramp in early 2025

Is the winter really coming for the memory sector? Despite an earlier report by Morgan Stanley warning of an AI bubble, U.S. memory giant Micron reveals a financial guidance that beats market expectations, projecting its fiscal first-quarter revenue to reach USD 8.7 billion, higher than an average a...

2024-09-26

[News] Samsung Reportedly Suspends Construction and Contract Plans for Pyeongtaek P4 and Taylor Plant 2

Earlier this month, reports emerged that Samsung Electronics was cutting up to 30% of its overseas workforce, with Business Korea noting issues with its 2nm yield and the company's decision to pull staff from its Taylor plant. Now, Digital Daily reports that Samsung has further delayed construction ...

2024-09-26

[News] SK Hynix Begins Mass Production of 12-Layer HBM3E, Shipping to Start This Year

SK Hynix announced today that it has commenced mass production of the world’s first 12-layer HBM3E product with 36GB of capacity, the largest for any HBM currently available, according to the company. SK Hynix stated that it plans to deliver these mass-produced units to customers by year-end, m...

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