Subject


Semiconductors


2023-12-06

[Insights] NVIDIA Maintains Confidence Despite Export Restrictions, Continues Unveiling New Products

On November 22, 2023, NVIDIA released its financial report for the third quarter of 2023 (FY3Q24: August 2023 to October 2023), with a revenue of USD 18.1 billion. This represents a quarterly increase of 34% and a yearly increase of 206%. NVIDIA also provided a revenue guidance for the fourth qua...

2023-12-05

IMPACT 2023 – Asia’s Largest Industry Event for IC Packaging and PCB Technologies – Highlighted Advanced Packaging, Substrates, and Latest Trends in AI

The highly anticipated 18th International Microsystems, Packaging, Assembly, and Circuits Technology Conference, also known as IMPACT 2023, took place with grandeur from October 25th to 27th at Hall 1 of Taipei Nangang Exhibition Center. This prestigious event was co-organized by leading institution...

2023-12-05

[News] Sino-US Memory Joint Venture, Longsys and Kingston Unite for High-End Embedded Solutions

On November 27, Kingston, the global leader in memory modules, and Longsys, acclaimed as key memory module maker in China, jointly announced the establishment of a new joint venture company in China. This strategic move aligns with the resurgence in the memory market, with Kingston taking the lead t...

2023-12-05

[News] TSMC May Reduce Next Year’s Capital Expenditure, Affecting Orders for Equipment & Testing-Related Companies

Market speculations rumored that TSMC might cut its capital expenditure for next year to USD 28-30 billion. This potential reduction, ranging from 6.3% to 12.5% compared to this year, is attributed to the shared use of certain process equipment and the utilization of deferred budgets from the curren...

2023-12-05

[News] Global Chip Equipment Sales Plummet by 11%, Taiwan Nearly Halves, China Breaks Records

In the Q3 of 2023 (July-September), global sales of semiconductor manufacturing equipment faced a substantial 11% decline, marking the most significant drop in four years and the second consecutive quarter of contraction. Notably, Taiwan's market saw a nearly 50% reduction in sales, while the Chines...

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