Subject


Semiconductors


2024-09-04

[Insights] Memory Spot Price Update: NAND Price Continued to Drop, as Market Enervation Might Persist Until 1H25

According to TrendForce's latest memory spot price trend report, regarding DRAM spot prices, since inventory levels are not excessively high, the selling pressure remains manageable. DDR4 products, though, have been suffering from the downward pressure more than DDR5. As for NAND flash, the spot mar...

2024-09-04

[News] China’s 1H24 Chip Equipment Purchases Exceed Taiwan, Korea, and US Combined, Reaching USD 25 Billion

Amid the escalating tech war between China and the US, along with rising geopolitical tensions, China has accelerated its import of chip manufacturing equipment since the middle of last year to counter potential US chip sanctions, with Dutch company ASML and Japanese company Tokyo Electron (TEL) be...

2024-09-04

[News] SK hynix: Startups Might Abandon HBM in AI Chip Design, But Not High-performance Computing Products

Among memory giants which are accelerating their development of next-gen HBM amid the AI boom, SK hynix, NVIDIA’s major HBM supplier, is at the forefront as it dominates the market. According to Kangwook Lee, Senior Vice President and Vice President of Packaging, though it might be the case that c...

2024-09-04

[News] A14 Node to Utilize High-NA EUV, with TSMC Likely to Adopt the Technology

TSMC, along with research teams like imec, continues to push the boundaries in pursuit of optimal solutions for achieving high bandwidth and low power consumption on the same chip area. As per a report from Commercial Times, Imec has even mapped out a blueprint for the Angstrom era, with the pote...

2024-09-04

[News] Wafer Foundry Market Shows Signs of Recovery

Recently, wafer foundry market has seen various dynamics from related manufacturers. TSMC is reportedly planning to build its third plant in Japan, while Samsung has delayed the construction of its Pyeongtaek P4/P5 chip plants to 2026, prioritizing the Texas Taylor wafer plant instead. Meanwhi...

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