Subject


Semiconductors


2023-12-22

[News] Micron’s Perspective on Memory Pricing, Believes it Could Rise Beyond 2025

In the latest financial report and guidance released on the 20th, U.S. memory chip giant Micron outperformed analysts' expectations for both the last quarter and the current quarter. CEO Sanjay Mehrotra believes that product pricing will rebound next year, with the upward trend continuing until 2025...

2023-12-22

[News] Reports of SMEE Successfully Developing 28nm Lithography Machine, Original Source Deleted Shortly After

One of the shareholders of Shanghai Micro Electronics Equipment Group (SMEE), Zhangjiang Group, recently posted on WeChat, claiming that SMEE had successfully developed a 28nm lithography machine. However, the mentioned text was deleted shortly thereafter. According to reports from Bloomberg and ...

2023-12-21

[News] Samsung Reportedly to Open New Research Lab for Advanced Packaging in Yokohama, with a Total Investment of JPY 40 Billion

Following TSMC’s first plant built in Japan’s Kumamoto Prefecture, Samsung has also chosen Yokohama as the location for its new facility in Japan. According to Japanese media NHK's report, South Korean Samsung Electronics has decided the establishment of a new semiconductor research and deve...

2023-12-21

[News] Intel CEO Indicated Intel’s 18A Slightly Ahead of TSMC’s N2

Intel CEO Pat Gelsinger has discussed around Intel's process status, comparisons with TSMC in a recent interview. According to Barron’s report, Gelsinger mentioned in the interview that Intel's 18A process and TSMC's N2 process seem comparable, with no significant advantage for either of them. ...

2023-12-21

[News] TSMC’s Arizona Plant Rumored for Q1 2024 Trial Production, Securing Orders from Three U.S. Clients

According to a report by TechNews, TSMC's Arizona-based Fab21, currently in the intensive equipment installation phase, has initiated the construction of a small-scale trial production line. With a small amount of equipment expected from multiple supply chain by the end of 2023, industry sources sug...

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