Subject


Semiconductors


2023-07-17

What is the Progress of TSMC, Samsung, and Rapidus in the 2nm Technology Race?

In the continued sluggish consumer electronics market and amidst the booming era of artificial intelligence, semiconductor manufacturers are actively targeting high-performance chips and intensifying the competition over the 2nm process node. TSMC, Samsung, and the newcomer Rapidus are all active...

2023-07-12

Over 20 Wafer Fabs Worldwide to Be Completed Year by Year, Will TSMC Establish a New 7nm Production Line in Japan?

According to sources cited by Nikkan Kogyo Shimbun, TSMC intends to commence the construction of the second fab in Kikuyo-cho, Kumamoto Prefecture, Japan, in April 2024, with the goal of commencing production before the end of 2026. It is worth mentioning that news about TSMC's plan to build its ...

2023-07-12

Memory Market Momentum Remains Unimproved, Spot Prices Continue to Decline

TrendForce has released the latest spot prices of memory, which have continued to decline due to the impact of the stagnant market conditions. Both DRAM and NAND Flash spot prices have dropped further. The details are as follows: DRAM Spot Market: Compared with last week, the spot market is st...

2023-07-06

ASE, Amkor, UMC and Samsung Getting a Slice of the CoWoS Market from AI Chips, Challenging TSMC

AI Chips and High-Performance Computing (HPC) have been continuously shaking up the entire supply chain, with CoWoS packaging technology being the latest area to experience the tremors. In the previous piece, "HBM and 2.5D Packaging: the Essential Backbone Behind AI Server," we discovered that th...

2023-07-05

Market Demand Remains Weak, No Signs of Rebound in Spot Prices for DRAM and NAND Flash

TrendForce has released the latest spot prices for DRAM and NAND Flash, indicating that market demand remains weak and there are no signs of a rebound in spot prices. The details are as follows. DRAM Spot Market: Similar to the contract market, the spot market is still showing weak demand, and...

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