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2023-11-01

[Insights] NAND Spot Prices Hold Steady After Hitting $2 Mark, Upward Trend is Subject to Debate

DRAM Spot Market Major module houses are still holding a fairly high level of inventory, so they are less adhered to the consensus that prices will go up. Currently, their main strategy in the spot market is to have their quotes closely aligned with the quotes in the contract market. Therefore, spo...

2023-11-01

[News] Industry Insiders Report Huawei’s Target of Shipping 100 Million Smartphones Next Year

According to IJIWEI's report, industry insiders reveal that Huawei has set a goal of shipping 100 million smartphones next year. This target represents a 40% increase over earlier predictions, as various market research firms had previously estimated Huawei's smartphone shipments for the next year ...

2023-11-01

[News] AUO and PlayNitride Sign NT$700 Million Deal for 6-inch Micro LED CoC Line in Taiwan

According to TechNews, AUO held a board meeting and signed a contract with PlayNitride on October 31st. The deal entails PlayNitride assisting AUO in setting up a cutting-edge 6-inch Micro LED Chip on Carrier (CoC) production line at AUO's Longtan Tech Park facility, offering an all-in-one solution....

2023-11-01

[News] With two October Investments, Big Fund Phase II Commits Nearly 19 Billion RMB

Since October, China's National Integrated Circuit Industry Investment Fund Phase II (hereafter referred to as "Big Fund Phase II") has made two significant investments. First, it invested in JCET Group's subsidiary, JCET Group Automotive Electronics (Shanghai) Co., Ltd. (hereafter referred to a...

2023-10-31

[News] Western Digital’s Impressive Results Raise Hopes for Memory Market Revival

On October 30th, major memory manufacturer Western Digital unveiled its financial results for the first quarter of 2024. During this quarter, the company achieved revenue of $2.75 billion, marking a 3% increase compared to the previous quarter but a 26% decrease compared to the same period last yea...

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