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2024-07-16

[News] Global Passive Component Giants to Raise Prices by 20%, Benefiting Taiwanese Supply Chain

According to a report from Economic Daily News, benefiting from the upcoming peak season for smartphones, a recovery in the PC market, and a more than 30% surge in silver prices this year, global giants such as Murata and TDK are planning to raise product prices. Targeted products include multilayer...

2024-07-16

[News] Samsung’s HBM3e Rumored to be Certified by NVIDIA, Boosting DDR5 Price Increases in Q3

Though Samsung has denied the rumor that its HBM3e passed NVIDIA’s qualification tests, multiple Taiwanese companies in the supply chain reportedly learned that the product is expected to receive certification soon, and will start shipping in Q3. As memory manufacturers are said to shift at least ...

2024-07-16

[News] Softbank Acquired Graphcore, Hinting at a Battle between IPU and GPU

Recently, Reuters reported that SoftBank Group acquired Graphcore, a company often referred to as the "UK's NVIDIA," though the amount of the deal was not disclosed. Graphcore is a startup in the field of artificial intelligence (AI) that has designed a new type of Intelligent Processing Unit (IPU)....

2024-07-16

[News] China Contributes Over 40% of U.S. Chip Equipment Makers’ Revenue despite Export Controls

Though the U.S. keeps tightening the export controls on the semiconductor sector, major chip equipment makers seem to become increasingly dependent on the Chinese market. According to a report by Nikkei, citing financial data such as Applied Materials and Lam Research, China’s share of sales have ...

2024-07-15

[News] TSMC Reportedly Forms a Team on FOPLP Development, with Mini Line on the Road   

With the surge in new applications like AI, advanced packaging remains a hot topic, particularly with FOPLP (Fan-Out Panel Level Packaging) technology gaining renewed attention. According to sources cited by a report from MoneyDJ, leading semiconductor foundry TSMC has officially formed a team, curr...

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