Subject


Semiconductors


2023-09-28

[News] Why Did TSMC Invest in IMS Now After a Decade-Long Collaboration?

According to a report by China's Jiwei, Intel's recent sale of a 10% stake in IMS to TSMC has not generated much buzz in the industry. Most industry insiders view this transaction positively, considering the importance of IMS and TSMC's vertical integration. However, why did TSMC decide to purcha...

2023-09-27

NAND Flash Spot Prices Surge, DRAM Demand Stalls, Spot Prices Remain Volatile in Late September

DRAM Spot Market In the spot market, prices have been rising noticeably in the recent period, and demand has also rebounded marginally. Also, because the supply of rebelled used chips has shrunk slightly, price hikes have been most significant for chips belonging to the bottom of the price range....

2023-09-27

Why Are Japanese Companies Targeting Coherent in the SiC Field?

In recent developments, an industry source revealed that Coherent, a leading chip material supplier in the U.S. automotive industry, has piqued the interest of four major Japanese corporate groups with regards to its silicon carbide (SiC) business, with a transaction amount potentially reaching $5 b...

2023-09-26

[Report Highlights] Self-Driving SoCs Are Becoming A Critical Gateway for IC Design Firms

In the era of increasing electric vehicle penetration and automotive electrification, the future of cars resembles smartphones on wheels, demanding substantial computing power for advanced autonomous systems. As a result, future vehicles equipped with high-end self-driving systems are akin to mobile...

2023-09-26

[News] Major Production Cuts and Inventory Clearance Fuel Q4 Memory Price Optimism

According to Taiwan's TechNews, with the ongoing reduction in production by major memory manufacturers and the visible benefits of inventory clearance in the market, NAND Flash prices are beginning to rebound, and DRAM prices are expected to follow suit. This signals a ray of hope for memory manufac...

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