Subject


Semiconductors


2024-02-20

[News] Opening of TSMC Kumamoto Plant Nears, Yet Delay in Arizona Plant – Why is US Semiconductor Fab Construction Lagging Globally?

TSMC is scheduled to hold the opening ceremony for its Kumamoto plant on February 24. In contrast, the construction progress of its Arizona plant in the United States has been relatively slow. According to TechNews citing a research report from the Center for Security and Emerging Technology (C...

2024-02-20

[News] Novatek, a Major Driver IC Manufacturer, Reportedly Eyes Entry into ASIC and Silicon IP Battlefields

Novatek has unveiled its AI and related domain strategies during its year-end investor conference. According to a report from Taiwanese news outlet Tai Sounds, Novatek anticipates that the demand for AI will drive an enhancement in display specifications and necessitate the integration of edge dev...

2024-02-20

[News] AI Market: A Battleground for Tech Giants as Six Major Companies Develop AI Chips

In 2023, "generative AI" was undeniably the hottest term in the tech industry. The launch of the generative application ChatGPT by OpenAI has sparked a frenzy in the market, prompting various tech giants to join the race. As per a report from TechNews, currently, NVIDIA dominates the market by...

2024-02-19

[News] Chinese Clients Accept Price Hikes, DRAM Prices Rise for Three Consecutive Months

DRAM prices have risen for three consecutive months, a trend attributed to Chinese clients accepting the price hike requests from memory manufacturers, as reported by Nikkei on February 16th. As per data cited by Nikkei, the wholesale price (transaction price) of the benchmark product DDR4 8Gb wa...

2024-02-19

[News] TSMC Reportedly Doubles CoWoS Capacity while Amkor, ASE also Enter Advanced Packaging for AI

The surge in demand for advanced packaging is being primarily propelled by artificial intelligence (AI) chips. According to industry sources cited by CNA, TSMC's CoWoS production capacity is set to double this year, yet demand continues to outstrip supply. In response, NVIDIA has enlisted the help o...

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