Subject


Semiconductors


2024-06-03

[News] Heated Competition Driven by the Booming AI Market: A Quick Glance at HBM Giants’ Latest Moves, and What’s Next

To capture the booming demand of AI processors, memory heavyweights have been aggressively expanding HBM (High Bandwidth Memory) capacity, as well as striving to improve its yield and competitiveness. The latest development would be Micron's reported new plant in Hiroshima Prefecture, Japan. The ...

2024-05-31

[News] Taiwan Ministry of Economic Affairs Reportedly Eyeing on Establishing a Semiconductor Park in Kyushu

On May 30th, Taiwanese Minister of Ministry of Economic Affairs, J.W. Kuo, proposed a crucial industry policy. According to a report from China Times, the first step is to take Taiwan’s manufacturing parks global, with the initial site planned for Kyushu, in conjunction with TSMC's Kumamoto fab, ...

2024-05-31

[News] UMC Optimistic About Second Half Business Outlook, While AI Could Capture 10-20% Market Share

According to a report from Liberty Times, Taiwanese foundry UMC stated yesterday that the company’s operations in the second quarter would see a slight increase compared to the first quarter, and the second half of the year would be better than the first half. With UMC’s technology and proces...

2024-05-31

[News] US Reportedly Slows NVIDIA and AMD from Selling AI Chips to the Middle East

According to a report from Bloomberg, US officials have slowed down the issuance of licenses for chip manufacturers like NVIDIA and AMD to export large quantities of AI accelerators to the Middle East. Meanwhile, officials are conducting a national security assessment of AI developments in the regio...

2024-05-31

[News] A Price War in SiC Wafer Sector seems to Start

Recently, rumors surfaced that price drops in the silicon carbide (SiC) wafer market. So, what is the actual market situation for SiC wafer? Currently, most companies in the supply chain agree on the fact that the price of SiC wafer is on the decline. For instance, Xu Xiulan, the chairwoman of Gl...

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