Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market has shown a marginal demand increase this week, but transaction prices remain relatively low as buyers are testing the water with low-price inquiries. As for NAND flash, announcements on production cuts ...
News
"Trump 2.0" has officially commenced. According to a report from Commercial Times, although no tariff-related policies have been enacted immediately, it is anticipated that the U.S. will soon impose tariffs on foreign trade. As a result, major Taiwanese manufacturers are expediting their efforts to ...
News
Another bad news for Samsung ahead of its earnings call next week. While it is trailing behind SK hynix and Micron on HBM development, the company’s foundry business may still be struggling in the year ahead. According to South Korean media outlet Sedaily, Samsung's foundry division has planned to...
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While China plans to initiate anti-dumping and anti-subsidy investigations into U.S. tech companies as a countermeasure to U.S.’s tightening chip controls, Texas Instruments may be among the first firms to be targeted, according to EE Times China and ijiwei. Industry insiders cited by the repor...
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Despite tightening U.S. export controls on AI chips, China seems to be making strides in its AI development, fueled by strong government investment and local expansion. A report from Economic Daily News, citing Financial Times, suggests Huawei is aiming to expand its market share by promoting self-d...