Subject


Semiconductors


2024-04-17

[News] Apple Not Adopting TSMC 2nm for iPhone 17? A19 Pro Chip Rumored to Use N3P Process

Apple currently uses TSMC's 3-nanometer process for multiple chipsets. According to a report from wccftech, the iPhone 17 chipset will not adopt the 2-nanometer process. Instead, the A19 Pro chip, expected in 2025, is reportedly maintaining the 3-nanometer technology. The same report suggests tha...

2024-04-17

[News] Korean NAND Flash Manufacturers Cautiously Increase Wafer Input, Capacity Utilization Maintains Around 50%

According to a report from South Korean media The Chosun Daily, Samsung Electronics is set to increase wafer input by approximately 30% this quarter at its NAND Flash production lines in Pyeongtaek, South Korea, and Xi'an, China. However, Samsung remains cautious about further production increases t...

2024-04-17

[News] Marvell’s AI Business Reportedly Accelerates, Potentially Benefiting TSMC

Driven by AI-driven demand for optical communication and ASICs, Marvell, a major network IC design company, is accelerating its AI-related business. According to a report from Commercial Times, the revenue from this segment is expected to grow from USD 200 million in fiscal year 2023 to USD 550 mill...

2024-04-17

[News] Memory Manufacturers’ Price Hikes Prompt Backlash, Module Suppliers Hesitate to Follow

Amid the memory market's gradual recovery, memory manufacturers are aggressively increasing prices back to pre-reduction levels and achieve profitability. According to a report from TechNews, however, module suppliers are reportedly resisting these price hikes and considering ways to negotiate with...

2024-04-16

[News] PSMC’s Q1 Loss Narrows, while Q2 Shipments Impacted by Earthquake, Down 5%-8%

The Taiwanese semiconductor foundry Powerchip Semiconductor Manufacturing Corporation (PSMC) has held its earnings call and released its Q1 financial report. According to a report from Liberty Times Net citing information, with increasing capacity utilization, idle capacity costs decreased, boosting...

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