Subject


Semiconductors


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...

2024-04-16

[News] Samsung Receives USD 6.4 Billion Subsidy from US Government, Less than Intel and TSMC

The US government announced on April 15th that it will provide up to USD 6.4 billion in subsidies to South Korean semiconductor giant Samsung Electronics for expanding advanced chip production capacity at its Texas plant. The US government previously approved subsidies of up to USD 8.5 billion fo...

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