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2023-12-21

[News] Intel CEO Indicated Intel’s 18A Slightly Ahead of TSMC’s N2

Intel CEO Pat Gelsinger has discussed around Intel's process status, comparisons with TSMC in a recent interview. According to Barron’s report, Gelsinger mentioned in the interview that Intel's 18A process and TSMC's N2 process seem comparable, with no significant advantage for either of them. ...

2023-12-21

[News] TSMC’s Arizona Plant Rumored for Q1 2024 Trial Production, Securing Orders from Three U.S. Clients

According to a report by TechNews, TSMC's Arizona-based Fab21, currently in the intensive equipment installation phase, has initiated the construction of a small-scale trial production line. With a small amount of equipment expected from multiple supply chain by the end of 2023, industry sources sug...

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...

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