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2024-02-15

[News] iPhone Manufacturing Dominance: One Leader, Two Contenders, One Challenger

The battle for Apple's iPhone manufacturing orders has entered a new phase this year. According to a report from Economic Daily News, while Foxconn still appears poised to dominate, with expectations to assemble over half of the iPhone 16 series, maintaining its lead; Luxshare, a key supplier in the...

2024-02-15

[News] ASML Points to Chip Industry Recovery Amid Export Control Risks

The demand for Dutch semiconductor equipment manufacturer ASML serves as a trend indicator for the industry. The company optimistically stated in its annual report that the chip industry has hit rock bottom and is beginning to show signs of recovery. However, it also cautioned that geopolitical tens...

2024-02-07

[News] US Allocates USD 39 Billion Subsidy to Semiconductor Industry for Establishing Plants

US Commerce Secretary Gina Raimondo has announced on February 5th that the Commerce Department would distribute substantial subsidies to chipmakers investing in the US within the next two months. The subsidy recipients are expected to include companies like TSMC and Intel. As per a report from Re...

2024-02-07

[News] SMIC’s Net Profit Halved Last Year, Faces Further Reductions This Year

China's leading semiconductor foundry, SMIC International, announced its fourth-quarter financial results on February 6th. While the quarter's revenue exceeded expectations, a significant drop in gross margin led to a sharp decrease in net profit by less than 50% to below USD 1 billion last year. ...

2024-02-07

[Insights] Memory Spot Price Update: Limited DRAM Quotes, Weak NAND Flash Momentum

According to the latest spot prices for memory from TrendForce, due to the Chinese New Year holiday, the spot market is experiencing a limited number of released quotes and very few transactions for DRAM. The trading momentum in the NAND Flash spot market has also not shown any improvement. Details ...

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