News
According to a report from ijiwei, U.S. lawmakers previously requested five major semiconductor equipment manufacturers to provide a list of their customers in China. On February 11, the Select Committee on the CCP specifically called out Silicon Valley-based Lam Research for failing to cooperate wi...
Insights
According to TrendForce's latest memory spot price trend report, regarding DRAM, though transaction prices in the spot market have yet to rebound, specific items, such as SK hynix’s 2Gb*8 A die, saw a price hike due to supply shortages. As for NAND flash, there have been fewer order inquiries, whe...
News
Ahead of TSMC's upcoming board meeting in the U.S., there are speculations that the company may speed up or expand investments due to potential tariffs on Taiwanese semiconductors. Industry sources cited by MoneyDJ suggest that TSMC's second Arizona fab, featuring 3nm, will likely progress ahead of ...
News
According to Reuters, citing The Information, sources indicate that Apple is collaborating with Alibaba to introduce AI features for iPhone users in China. The report points out that prior to this, Apple had also considered partnering with DeepSeek. However, due to the startup’s lack of manpowe...
News
Despite escalating U.S. chip sanctions, China’s foundry giant SMIC reported Q4 2024 revenue of $2.207 billion, up 31.5% year-over-year, according to its its press release. However, its net profit fell 38.4% to $108 million, as noted by Commercial Times. Commercial Times, citing Chinese media, r...