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2024-10-18

[News] U.S. Reportedly Investigates TSMC on whether It Manufactured AI or Smartphone Chips for Huawei

After posting record high profit in the third quarter and seeing healthy growth in the next five years, TSMC may now be facing another unexpected challenge, as the U.S. Commerce Department is reportedly probing the foundry giant to determine if it has manufactured smartphone or AI chips for Huawei, ...

2024-10-18

[News] SK Hynix Scales Back CIS Operations, Shifts Focus to HBM

According to a report by ZDNET Korea, SK Hynix has scaled back its less profitable CMOS image sensor (CIS) and foundry businesses while reinforcing a strategy that focuses on high-margin high-bandwidth memory (HBM) and AI memory. Citing industry sources, ZDNET Korea noted that SK Hynix has reduce...

2024-10-18

[News] U.S. Retail Sales Stay Strong in September, Fueled by Higher-Income Households

According to data released by the U.S. Census Bureau on October 17, U.S. retail sales remained strong in September. Retail sales increased by 0.4% month-over-month, exceeding both the previous month’s 0.1% growth and the market expectation of 0.3%. Breaking down the details, 10 out of 13 major ...

2024-10-18

[News] Global Chip Market Signals a New Shift!

The global semiconductor market is nearing the end of its inventory cycle. With the rise of AI-related applications, new energy vehicles, 5G, high-performance computing, and other emerging sectors, industry experts estimate that the global semiconductor industry could reach a valuation of $1 trillio...

2024-10-18

[News] Samsung Reportedly Mulls 1a DRAM Redesign amid HBM3e Verification Delays

At its previous earnings call in July, Samsung has announced the ambitious goal that its HBM sales would increase three to five times in 2H24. However, as it is still struggling to pass the verification of 12-Hi HBM3e products, the company’s prospects for returning to glory in the near term seems ...

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