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2024-08-06

[News] Samsung to Benefit from NVIDIA’s Reported Blackwell Delay as Tech Giants Turn to AMD

As AI giant NVIDIA is said to delay its upcoming Blackwell series chips for months, which are now expected to hit the market around early 2025, the related semiconductor supply chain is experiencing a reshuffle. According to a report by the Korea Economic Daily, Samsung Electronics, which is eager t...

2024-08-06

[News] Innolux Targets to Begin FOPLP Mass Production by Year-End

According to a report from Economic Daily News, Innolux President James Yang announced on August 5 that the company is advancing its semiconductor fan-out panel-level packaging (FOPLP) with three key processes, targeting to enter mass production as soon as year-end. The chip-first process tech...

2024-08-06

[News] Intel and NVIDIA’s New Platform Orders Rolling Out, TSMC Unaffected by Market Turbulence

According to a report from Commercial Times, despite ongoing turbulence in the semiconductor industry, including Intel's capital expenditure cuts and reported bottlenecks in NVIDIA's B-series GPU, TSMC's leading position in the industry may remain unshaken. The sources cited in the report note...

2024-08-06

[News] Contrasting with Manufacturing, U.S. July Services PMI Rebounds into Expansion

The Institute for Supply Management (ISM) released its July Services PMI report on August 6th, revealing that the Services PMI rose from 48.8 in the previous month to 51.6, surpassing market expectations of 51.0. The expansion was driven by 10 industries, including leisure and hospitality, accomm...

2024-08-06

[News] Signs of a Slowdown Surfaces in Automotive Chip Market Growth

Automotive chip market, previously enjoying robust growth among the semiconductor sector, is now showing signs of slowing down. According to a report from WeChat account DRAMeXchange, the major foundry UMC announced that it expects customer inventories in the communications, consumer electronics,...

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