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Analysis of Reasons Behind Reports of Layoffs at Tesla’s Shanghai Factory
Tesla's Shanghai factory has reportedly initiated layoffs among its battery assembly workforce. Industry sources suggest that the majority of the layoffs will affect employees in the first phase of battery assembly, with the reduction expected to exceed 50%. While most of the affected individuals wi...
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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 ...
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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...
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EVs to Uncover the Gold Mine for High-Value PCBs
From foundational propulsion systems to cutting-edge autonomous driving, new technologies in modern electric vehicles(EVs) are increasingly leaning on advanced PCBs. In a state-of-the-art electric vehicle, chips on PCB control a broad range of functions from safety alerts to convenience systems. ...
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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...
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