Subject


Semiconductors


2024-01-03

[News] AMD Eyes CoWoS-like Supply for AI Chips with TSMC Full Capacity

TSMC operates at full capacity, AMD aims for AI chips reportedly seeks CoWoS-like supply chain. In 2023, NVIDIA led the global AI chip development, and in 2024, the global demand for AI chips is expected to continue to surge due to the expansion of end-user applications such as PCs and mobile pho...

2024-01-03

[News] Samsung and Micron Rumored to Increase DRAM Prices by 15% to 20% in the First Quarter

Global memory giants continue to reduce production, coupled with the situation where market demand is increasing due to the rise in artificial intelligence and high-performance computing applications, as well as inventory replenishment from the smartphone market. This combination is driving a contin...

2024-01-03

[News] ASML Reports Partial Revocation of Export Licenses for DUV Equipment

Dutch semiconductor equipment leader ASML Holding N.V. has announced that export licenses for certain equipment have been partially revoked by the Dutch government. In a press release issued on January 1st, 2024, ASML stated, “A license for the shipment of NXT:2050i and NXT:2100i lithography syst...

2024-01-02

[News] Japanese Semiconductor Equipment Manufacturer Raises Salaries by 40% to Attract Talent

Japanese semiconductor equipment manufacturer Tokyo Electron Limited (TEL) is reportedly set to increase the starting monthly salary for new hires by approximately 40%, breaking the JPY 300,000 barrier for the first time (approximately USD 2,121). This move is expected to align the salary level with...

2024-01-02

[News] TSMC Returns to Growth Track This Year, Revenue Target Challenges USD 82 Billion with Over 15% YoY Increase

TSMC is expected to return to a growth trajectory this year, benefiting from the global semiconductor industry's recovery, the completion of terminal inventory destocking, and the continuous explosion of AI applications. According to the report from Economic Daily News, entering 2024, the industr...

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