Subject


Semiconductors


2023-05-19

InP’s New Horizons: The Blossoming Potential with Looming Monopoly

In the bustling tech bazaar, the iPhone 14 Pro and AirPods 3 are pioneering the tech industry by incorporating InP(Indium phosphide)-based EEL(Edge Emitting Laser). These devices are leveraging the unique attributes of long-wavelength technology for skin detection, which is a strategic move that hig...

2023-05-18

The Investment Surge: China’s PMIC Industry Revs Up

Under the grand banner of China's domestic substitution policy, the wave of locally produced chips is swiftly spreading to the realm of Power Management ICs (PMICs). Over the past three years, the number of fundraisings for Chinese PMIC manufacturers has shot up. We've seen an increase from 18 ro...

2023-05-18

YMTC Raises NAND Flash Prices with the Expect of Wafer Prices to Rebound in 2H23

YMTC has officially notified a 3~5% price increase for NAND Flash in mid-May. However, the initial impact of the price hike is expected to be felt in the enterprise market, and it may take some time to reflect in the consumer spot market. The semiconductor industry is in the midst of a correction...

2023-05-17

DDR5 Spot Prices Rise, Other Memory Products Continue to Decline

According to the weekly memory spot price trends released by TrendForce, apart from a slight increase in the price of DDR5 chips due to shortages, the spot prices of other memory products continue to decline. The detailed situation is as follows: DRAM Spot Market Spot prices of DDR5 chips have...

2023-05-12

CHIPS Act Again, PSMC Captured Orders rerouted from HuaHong Foundry Business

Over the past few years, the US Department of Commerce has imposed export restrictions and the CHIPS Act, causing political tensions to rise between China and the US. To mitigate geopolitical risks, customers are beginning to diversify the proportion of Chinese and non-Chinese suppliers, with Taiwan...

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