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2024-09-09

[News] Key Economic Indicators to Watch in the Week ahead: China, US CPI and More

Last week, a series of U.S. employment data fueled concerns about a potential economic recession, causing the S&P 500 to drop 4.2%, marking its worst weekly performance since January 2022. U.S. 2-year and 10-year Treasury yields fell, reflecting market expectations of a more aggressive rate cut ...

2024-09-09

[Insights] Small and Medium-Sized TV Panel Prices Poised to Stabilize

Yesterday, TrendForce released panel prices for early September.   TV According to Boyce Fan, Research Vice President of TrendForce, entering September, the demand for TV panels remains relatively weak, and with no significant increase in brand-side purchasing momentum, panel pric...

2024-09-09

[News] TSMC’s Kumamoto Fab Influence Expands, Economic Spillover Effect Expected to Exceed JPY 10 Trillion

TSMC's fab in Kikuyo, Kumamoto Prefecture, Japan (Kumamoto Fab 1) is expected to begin mass production by the end of 2024, with plans for a second fab in the region. Thus, the influence of TSMC's presence continues to expand, as per the latest estimates from local financial institutions. Over the...

2024-09-06

[News] China’s Surge in Chipmaking Tool Purchases May Lead to Overcapacity Crisis of Legacy Chips

To counter the U.S.’s ongoing semiconductor restrictions launched the U.S., China has outspent the U.S., South Korea, Japan, and Taiwan combined on chip manufacturing equipment in the first half of this year. However, sources cited by a report from Commercial Times have warned that China’s ex...

2024-09-06

[News] Qualcomm Rumored to Consider Acquiring Parts of Intel’s Chip Design Business, with a Focus on PC Segment

Amid crisis and various rumors, Intel might be finding a buyer for parts of its chip business? Citing sources familiar with the matter, the latest report by Reuters suggests that U.S. chip giant Qualcomm, which is known for its Snapdragon processors used in smartphones, has investigated the possibil...

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