News
According to a report from Central News Agency, citing Wall Street Journal, following the earlier “China+1” strategy, which aimed to diversify manufacturing bases outside of China to mitigate risks, an increasing number of Western tech companies are now prioritizing an "Anything But China" (ABC)...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, the upward momentum is concentrated on DDR5, while prices of DDR4 remains weak due to oversupply. As for NAND flash, demand rebounds post-Lunar New Year, with small-capacity MLC products seeing the largest demand as a r...
News
As Trump pushes tariffs to boost U.S. chipmaking, rumors of a TSMC-Intel deal intensify. Intel’s Principal Engineering Program Manager, Joseph Bonetti, called the move a "horrible, demoralizing mistake" in a now-deleted LinkedIn post, arguing that Intel 18A will be more advanced, as per Tom’s Ha...
News
According to a report from UDN News, Taiwan’s contract manufacturers are gearing up to invest in the U.S. amid escalating tariffs under Trump’s administration. The report, citing Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA) Chairman Richard Lee, notes that Taiwan’s le...
News
Amid concerns that whether Singapore has become a major intermediary of transferring NVIDIA chips to China, Tan See Leng, Second Minister for Trade and Industry, stated that less than 1% of NVIDIA’s total revenue comes from products physically delivered to the country, according to Bloomberg and l...