Subject


Semiconductors


2024-08-09

[News] Samsung to Intensify Efforts for Capturing Intel’s Advanced Packaging Orders Shifting from TSMC

According to a report from The Chosun Daily, major tech companies like NVIDIA are considering using Intel's foundry services (IFS) as an alternative due to TSMC's packaging capacity shortages. While packaging is a core competency for semiconductor foundries, Samsung, which is facing difficulties in ...

2024-08-08

[News] Intel Reportedly Rejected OpenAI Investment, Missing Out on AI Opportunity

According to a report from Reuters citing sources on August 7th, American chip giant Intel had an opportunity to invest in OpenAI several years ago but ultimately had the investment rejected by company executives, resulting in a missed opportunity. Reportedly, Intel and OpenAI discussed collabora...

2024-08-08

[News] Taiwanese MLCC Manufacturers to Benefit as Murata Optimistic about Demand amid AI Boom

According to a report from Economic Daily News, the AI boom has significantly increased the use of passive components, particularly in AI PCs and AI servers. Murata, a Japanese giant in multilayer ceramic capacitors (MLCC), is optimistic about the market outlook, stating that AI is driving waves of...

2024-08-08

[News] SK hynix CEO: Demand for Memory Chips to Remain Robust until 1H25, Driven by HBM

As the demand for memory chips used in AI remains strong, prompting major memory companies to accelerate their pace on HBM3e and HBM4 qualification, SK hynix CEO Kwak Noh-jung stated on August 7 that driven by the high demand for memory chips like high-bandwidth memory (HBM), the market is expected ...

2024-08-08

[News] Two Contrasting Trends Emerge in Wafer Foundry Industry

AI industry has been driving semiconductor industry to advance forward. Benefited from the surge in AI-driven demand for advanced process chip, foundry industry is experiencing a gradual turnaround, while demands for consumer chip and automotive chip have not yet fully recovered, and competition rem...

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