Subject


Semiconductors


2023-08-07

Impending Clash in the Global SiC Production Race

Last week, major power semiconductor manufacturer Infineon announced plans to invest up to 5 billion euros over the next five years to construct the world's largest 8-inch SiC power wafer factory in Kulim, Malaysia. This expansion will raise the total investment in the Kulim plant from 2 billion eur...

2023-08-07

TrendForce’s Analysis of Notebook CPU Market 2022-2024

According to the latest report from TrendForce, the primary factors influencing the global market share of notebook CPUs in 2024 can be categorized into "Architectural Design" and "Economic Factors." "Architectural Design" as a long-term factor affecting market share: (1) Both AMD (AMD 3D V-Ca...

2023-08-02

Memory Spot Prices Update: DRAM Still Falling, NAND Flash Slows Down

DRAM Spot Market: Continuing from the previous week, the influx of used chips that were stripped from decommissioned server DRAM modules is still causing spot prices of DDR4 products to drop. As for DDR5 products, there is no such issue affecting their supply. However, module houses are holding a...

2023-07-31

High-Tech PCB Manufacturers Poised to Gain from Remarkable Increase in AI Server PCB Revenue

Looking at the impact of AI server development on the PCB industry, mainstream AI servers, compared to general servers, incorporate 4 to 8 GPUs. Due to the need for high-frequency and high-speed data transmission, the number of PCB layers increases, and there's an upgrade in the adoption of CCL grad...

2023-07-27

TrendForce’s Take on Samsung’s 2Q Earnings Announcement

Samsung Electronics has disclosed its financial results for 2Q23, reporting quarterly revenue of 60.01 trillion Korean won. Although the DS division saw a rebound in revenue, the fall in smartphone shipments led to a 22% YoY decline. Samsung highlighted an upturn in its memory business in Q2 due ...

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