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2024-11-06

[News] U.S. Services Sector Continues Expansion, Reaches Highest Level Since Mid-2022

The U.S. services PMI expanded for the fourth consecutive month in October, rising from 54.9 in September to 56.0—its highest level since July 2022, according to data released by the Institute for Supply Management (ISM) on November 5.   Business Activity & New orders In the subindic...

2024-11-06

[Insights] Memory Spot Price Update: NAND Price Declines Linked to Potential Supplier Wafer Expansion

According to TrendForce's latest memory spot price trend report, regarding DRAM, the decline in DDR5’s spot prices has been relatively modest, while DDR4 and DDR3 products experience more significant pressure. As for NAND flash, spot prices could continue to fall also due to the possible expansion...

2024-11-06

[New] Texas Governor Reported to Visit TSMC, Offering Incentives to Attract Investment

According to a report from Commercial Times, citing industry sources, TSMC has become the focus of active collaboration efforts from various parties. The governor of Texas, Greg Abbott, plans to visit TSMC after the U.S. elections to persuade the company to transfer its Arizona plant investment plan...

2024-11-06

[News] SpaceX Reportedly Urges Taiwan Suppliers to Relocate; Ministry Assures Supply Chain Stability

SpaceX is reportedly urging Taiwanese suppliers to relocate production lines overseas due to geopolitical concerns. Citing Taiwan's Ministry of Economic Affairs, CNA reported that 46 Taiwanese companies have already joined the global space supply chain this year. Taiwan has demonstrated competitive,...

2024-11-06

[News] Kioxia Projects NAND Demand to Triple by 2028 as It Gears up for Expansion amid AI Boom

Though having abandoned its initial IPO plan in October due to lower market valuation, Kioxia asserts its optimism on NAND. According to a report by Reuters, the Japanese memory giant anticipates flash memory demand to grow approximately 2.7 times by 2028, fueled by the surge in artificial intellige...

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