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2024-10-24

[News] SK hynix and Samsung Reportedly Step up Focus on HBM4 and CXL amid Rising Chinese Competition

Ahead of SK hynix’s Q3 earnings announcement on October 24th, the market expects it may see a surge in quarterly operating profit driven by HBM, potentially leading the company to outperform Samsung’s semiconductor division. Therefore, there is growing interest in SK hynix’s next move. In o...

2024-10-23

[Insights] Memory Spot Price Update: NAND Price Cuts Could Deepen as China’s Double 11 Nears

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices for DDR5 products have finally stabilized this week as contract prices have room for further hikes. As for NAND flash, the story seems to be different as the wave of price slashes is only going to become eve...

2024-10-23

[News] Arm Holdings Reportedly Cancels Qualcomm Chip Design License

Arm Holdings Plc is terminating its architectural license agreement with Qualcomm Inc., which permitted Qualcomm to use Arm's intellectual property for chip design, Bloomberg reported on Tuesday. According to the report, Arm has issued a mandatory 60-day notice to Qualcomm regarding the cancella...

2024-10-23

[News] China’s Youth Unemployment Eases in September, but Economic Challenges Persist

China's youth unemployment rate decreased in September, according to data released by China’s National Bureau of Statistics on October 22. The unemployment rate for 16-24 year-olds, excluding students, stood at 17.6%, down from 18.8% in the previous month, but it remains at a relatively high level...

2024-10-23

[News] IMF Lowers Global Growth Forecast for Next Year, Reflecting Intensified Downside Risks

According to the International Monetary Fund's (IMF) October report, global economic growth is expected to reach 3.2% in both 2024 and 2025, with the 2025 forecast being revised down by 0.1 percentage points compared to the July forecast. United States Breaking it down by major economies, ...

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