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Articles


2023-12-21

[News] Micron Technology’s Strong Fiscal Report and AI Server Demand Surge

Micron Technology, the U.S. memory giant, has surpassed Wall Street expectations in its projected revenue for the current quarter (December-February). The main factor contributing to this success is the robust demand from data centers, offsetting the sluggish recovery in the PC and smartphone market...

2023-12-21

[News] NVIDIA’s China-Exclusive GeForce RTX 4090 D Rumored to be Launched on December 28th

In response to export restrictions on AI chips by the U.S. Department of Commerce, NVIDIA has previously introduced a China-Exclusive version of its graphics card, featuring the AD102-250 GPU and named GeForce RTX 4090 D. According to ICsmart’s report, industry insiders has revealed that NVIDIA...

2023-12-20

[Insights] The Panel Prices in Late December: Declines in TV, Monitor, and NB Applications

According to the latest panel price data released by TrendForce in late December, due to subdued demand at the year-end, prices for panels in the TV, monitor, and notebook (NB) segments have all experienced declines. Details are as follows: TV Panel: As we approach the year-end, with less-than...

2023-12-20

[News] Samsung’s and SK Hynix’s Potential Expansion Plans Raise Concerns – Major Investments Anticipated Next Year

Amid a gradual recovery in the memory market, South Korean memory giants Samsung and SK Hynix are reportedly set to expand their equipment investments significantly next year. Samsung aims for a 25% increase in investment, while SK Hynix plans to more than double its investment compared to this y...

2023-12-20

[Insights] Due to Year-End Sluggish Demand, Spot Prices Hover for DRAM and NAND Flash

Affected by the year-end and relatively sluggish demand, spot prices of DRAM and NAND Flash have shown a hovering trend this week. Details are as follows: DRAM Spot Market: With the year ending, some DRAM suppliers have released more their existing stocks into the spot market in order to lower...

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