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2024-11-29

[News] Kioxia Reportedly Planning Production Cuts Amid NAND Flash Market Challenges

According to a report by Commercial Times, worsening conditions in the NAND Flash market have sparked speculation within the memory industry that Kioxia may implement production cuts in December 2024, potentially halting the decline in prices or even reversing the trend. Industry insiders quoted ...

2024-11-29

[News] U.S. Reportedly to Unveil Chip Restrictions Next Week, Impacting Samsung, SK hynix, and Micron

Rumors have been circulating that the Biden administration might announce new export restrictions targeting China around Thanksgiving. Now more details have surfaced, as a report from Bloomberg indicates that additional restrictions on the sale of semiconductor equipment and AI memory chips to China...

2024-11-29

[News] TSMC on Track to Qualify Ultra-Large CoWoS with 9x Reticle Sizes, 12 HBM4 Stacks by 2027

According to a report from TechNews, citing Tom’s Hardware, at its European Open Innovation Platform (OIP) Forum, TSMC announced that its ultra-large chip-on-wafer-on-substrate (CoWoS) packaging technology would be certified by 2027, featuring 9x reticle sizes and supporting up to 12 stacks of HBM...

2024-11-29

[News] Russia Reportedly Resumes Baikal-S Processor Production Despite Sanctions

According to a report by CNews, a prominent Russian high-tech industry news outlet, Vasily Shpak, Russia's Deputy Minister of Industry and Trade, announced at the Electronica Russia trade show in Moscow on October 26 that the Baikal series microprocessors, developed in Russia, have resumed supply. T...

美國 PCE 和核心PCE 年增率
2024-11-28

聯準會偏好的通膨指標回升,但市場對12月降息預期未變

美國經濟分析局於11月27日公布的數據顯示,聯準會高度關注的通膨指標再度回升。 美國PCE物價指數年增率為2.3%,較前一個月上升0.2個百分點;月增率為0.2%,與前一個月持平。核心PCE年增率為2.8%,較前一個月上升0.1個百分點...

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