Against the backdrop of geopolitical influences, the concentration of advanced semiconductor manufacturing processes in Taiwan has raised concerns among international companies. According to TrendForce data, as of the end of 2024, over 70% of global advanced process manufacturing capacity is still l...

On October 17th, the U.S. Department of Commerce announced an expansion of export control, tightening further restrictions. In addition to the previously restricted products like NVIDIA A100, H100, and AMD MI200 series, the updated measures now include a broader range, encompassing NVIDA A800, H800,...

A global surge in data center expansion is observed in 2023, emphasizing a notable trend in the rise of Green Data Centers (Green DCs). Major players embarking on the construction of large-scale data centers encounter challenges. Power constraints affecting capacity growth, mounting pressure to enha...

In the previous articles (China Strives to Break Through U.S. Restrictions in Mature Processes, Aiming for Over 30% Global Share by 2027 and China’s Wafer Fabs Hits 44 with Future Expansion 32, Mainly Targeting on The Mature Process) we explored the overall layout of Chinese wafer fab and develo...

DRAM spot prices increased slightly this week due to supplier quotes and anticipation of 4Q23 contract hikes, stabilizing with ongoing production cuts. In NAND Flash, active pre-sales peak inquiry didn't significantly impact transactions. Future trends depend on promotions; 512Gb TLC wafer spots exp...