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2023-12-06

Weekly Price Update: DRAM Held Steady and NAND Climbed

Compared to last week, there is no notable change in DRAM spot price. It is relatively stable in this week. On NAND Flash, there was a 20%+ growth in NAND Flash wafer contract prices last month, making buyers stock and sellers negotiate the price. It leads a surge in the NAND flash wafer spot price ...

2023-12-06

[News] Taiwan Lists 22 Critical Technologies to Face Strict Controls, Included 14nm Processes and Beyond

In an announcement on December 5th, Taiwan’s National Science and Technology Council(NSTC) has designated 22 technologies, such as IC manufacturing and heterogeneous integration packaging, as national core key technologies. This inaugural list prioritizes technologies with leading advantages and i...

2023-12-06

[News] Memory Market Gradually Recovering, Samsung and SK Hynix Raise Q4 Financial Outlook

According to South Korean media Chosun Biz's report, the prices of all memory products, encompassing servers, mobile devices, and PCs, are on the rise. This trend, combined with the thriving development of the AI market, is expected to result in even higher profitability for High-Bandwidth Memory (...

2023-12-06

[News] TSMC Reportedly Possibly Reconsiders German Investment Amid Subsidy Uncertainty

Germany is currently caught in a budget dispute that led to the rejection of a planned multi-billion-euro official subsidy for semiconductor companies. Sources suggest that if the German government reduces the initially committed subsidy, TSMC might need to reopen discussions on its investment in a ...

2023-12-06

[Insights] NVIDIA Maintains Confidence Despite Export Restrictions, Continues Unveiling New Products

On November 22, 2023, NVIDIA released its financial report for the third quarter of 2023 (FY3Q24: August 2023 to October 2023), with a revenue of USD 18.1 billion. This represents a quarterly increase of 34% and a yearly increase of 206%. NVIDIA also provided a revenue guidance for the fourth qua...

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