News
The memory boom shows no signs of slowing, with Samsung Electronics reporting a sharp earnings surge in its preliminary third-quarter results released on October 8. According to its official earnings guidance, cited by Seoul Economic TV, consolidated operating profit soared 782.5% year over year to ...
News
Semiconductor testing demand is surging as increasingly complex AI chips require more intensive processes, tightening available capacity. According to STAR Market Daily, OSAT provider Sigurd Microelectronics has posted monthly revenue above NT$2 billion for three consecutive months, with customers i...
News
Micron’s Taoyuan union has secured the legal right to strike after nearly 90% of its members backed industrial action. According to Taiwan People News, 1,994 of 2,258 registered members voted in favor between October 1 and 6, representing 88.3% of total membership and exceeding the required majori...
News
Tesla’s Terafab foundry strategy is coming into focus as Intel remains involved in the project while Elon Musk explores potential cooperation with TSMC. According to Reuters, citing Bloomberg, Intel will remain involved in Terafab, CEO Lip-Bu Tan said ahead of an event in Tokyo marking the U.S. ch...
Insights
According to TrendForce’s latest memory spot price trend report, regional holidays and end-of-month effects dampened inquiries and quotations, leaving DRAM spot trading sluggish and prices moving largely sideways. In NAND flash, module houses—the market’s largest buyers—remain weighed down b...