Subject


Semiconductors


2023-12-08

[Insights] Chinese Government Invests in Huawei Supply Chain; Semiconductor Self-sufficiency for China’s Long-Term Growth

Bloomberg reported in early December 2023 that the Chinese government has been directly investing to assist Huawei in building its chip supply chain since 2019, indicating that the ongoing uncertainties in the U.S.-China trade war, the pursuit of semiconductor industry self-sufficiency is expected ...

2023-12-08

[News] Memory Titans Vie for Control in HBM Tech, Who Will Shape the Next-Gen?

Market reports suggest Nvidia's new product release cycle has shortened from two to a year, sparking intense competition among major memory companies in the realm of next-gen High Bandwidth Memory (HBM) technology. Samsung, SK Hynix, and Micron are fervently competing, with SK Hynix currently holdin...

2023-12-08

[News] Big Fund II Infuses HLMC with an Additional USD 1 Billion, Potentially Eyeing on More Advanced Processes

The investment momentum of China's Big Fund Phase II shows no signs of slowing down, with its latest investment directed at Shanghai Huali Microelectronics Co., Ltd. (HLMC), a subsidiary of Huahong Group. According to Sina Finance's report, this substantial investment of up to USD 1 billion will ...

2023-12-07

[News] Price Talks Every Week! Western Digital Notifies Customers of Weekly Price Adjustments

Memory prices continue to rise, with the world's top five memory chip manufacturers, including Western Digital (WDC), notifying their distributors and consumer customers on December 5th that they will shorten the quoting period for their two major products – HDD and NAND Flash memory. Instead, the...

2023-12-07

[News] Samsung Boosts 2.5D Packaging Equipment to Compete for TSMC’s CoWoS Orders

Samsung, the Korean tech giant, has unveiled SAINT technology to counter TSMC's advanced CoWoS packaging, aiming to benefit from the surging AI market. Market reports reveal that Samsung is strategically procuring a substantial amount of 2.5D packaging equipment, indicating a keen awareness of the s...

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