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2025-01-16

[News] Server Chips: The Next Battlefield for Qualcomm and Arm?

The chip industry has been buzzing lately, as the main characters in the Qualcomm-ARM lawsuit have both made surprising moves. What’s in common, notably, would be their mutual interests in data centers. Moreover, they are not the only ones thinking about developing their own server chips. Qualc...

2025-01-15

[Insights] Memory Spot Price Update: NAND Demand Rebounds in Retail Market on Chinese Subsidies

According to TrendForce's latest memory spot price trend report, regarding DRAM, demand has slightly improved in the spot market. Some buyers have started to seek quotes in response to their incoming orders, though transaction prices are still relatively low. As for NAND flash, demand has started to...

2025-01-15

[News] Tech Giants Meta, Microsoft, and Amazon Plan Job Cuts in Early 2025

Major tech companies are preparing to announce a new wave of layoffs. According to CNBC, citing Bloomberg, Meta plans to reduce its workforce by 5%, focusing on employees classified as “lowest-performing.” Meta is not the only company taking such measures. Another report from CNBC, citing Bus...

2025-01-15

[News] Micron Races to Catch Up, Reportedly Conducts Final Tests for 16H HBM3E Production

As South Korean memory giant SK hynix claimed that its HBM development speed has surpassed NVIDIA’s request, U.S.-headquartered Micron is also working on the next-gen HBM product at full throttle. According to a report from ETNews, Micron is currently conducting final equipment tests for the HBM3E...

2025-01-15

[News] China Tightens Export Checks on U.S. Tech Giants Like Apple, Disrupting Southeast Asia Supply Chains

According to a report from ijiwei, citing Nikkei, sources indicate that China is intensifying export inspections on Apple and other U.S. tech companies, hindering these American companies' expansion efforts in Southeast Asia and India. The enhanced customs checks are reportedly related to dual-us...

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