Subject


Semiconductors


2023-11-08

[News] Seizing the AI Trend! Revealing Samsung and Micron’s HBM Expansion Timetable

In a subdued environment for consumer electronic applications in the storage market, High Bandwidth Memory (HBM) technology is emerging as a new driving force, gaining significant attention from major players. Recent reports reveal that both Samsung and Micron are gearing up for substantial HBM prod...

2023-11-07

[News] China’s Big Fund Drive Changxin Xinqiao towards 3-Year Memory Chip Mass Production

Following China's Big Fund's substantial $14.56 billion RMB investment in Changxin Xinqiao Storage Technology, a memory chip manufacturer, at the end of October, there are now reports of an additional $39 billion RMB injection. China is actively building a domestic semiconductor supply chain, and...

2023-11-07

[Insights] Qualcomm and Other Major Players Unveil New Arm-Based Processors, Targeting a Slice of the PC CPU Market

During the Snapdragon Summit 2023 in October, Qualcomm made a big announcement by introducing the Snapdragon X Elite chip, built on TSMC's cutting-edge 4nm process. Qualcomm's claim is bold; they assert that the chip will deliver superior performance compared to Intel's x86 architecture and Apple's ...

2023-11-06

[News] Chinese GPU Startup Moore Threads Adapts Workforce Reduction after U.S. Sanctions, Remains Optimistic

Following recent sanctions imposed by the United States, Chinese GPU startup Moore Threads has initiated workforce adjustments. The company announced that these changes will be completed within the week, emphasizing that it's a necessary step for their ongoing growth. Despite the challenges, Moore T...

2023-11-06

[News] Chinese Smartphone Demand Stimulate Orders for IC Manufacturers

Non-Apple IC manufacturers are reporting positive business performance this quarter. Chinese brands are experiencing a revival driven by the release of new Huawei smartphones, and a resolution in inventory clearance in emerging markets. This has led to an increase in orders. Additionally, Samsung's ...

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