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2023-08-24

[News] Xiaomi EV Reportedly Finalizes Battery Supplier List, CALB and CATL Chosen

According to sources familiar with the matter within Xiaomi, as cited by Chinese media outlet Jiemian News, the Xiaomi electric vehicle that has been spotted multiple times on the roads has finalized its battery supplier list. Both selected suppliers are Chinese companies. The primary battery suppli...

2023-08-23

[News] TSMC Faces Capacity Shortage, Samsung May Provide Advanced Packaging and HBM Services to AMD

According to the Korea Economic Daily. Samsung Electronics' HBM3 and packaging services have passed AMD's quality tests. The upcoming Instinct MI300 series AI chips from AMD are planned to incorporate Samsung's HBM3 and packaging services. These chips, which combine central processing units (CPUs), ...

2023-08-23

Server Supply Chain Becomes Fragmented, ODM’s Southeast Asia SMT Capacity Expected to Account for 23% in 2023, Says TrendForce

US-based CSPs have been establishing SMT production lines in Southeast Asia since late 2022 to mitigate geopolitical risks and supply chain disruptions. TrendForce reports that Taiwan-based server ODMs, including Quanta, Foxconn, Wistron (including Wiwynn), and Inventec, have set up production bas...

2023-08-23

Buyer Reluctance Leads to a DRAM Spot Price Drop; NAND Flash Sees Around a 5% Increase

DRAM Spot Market TrendForce has found that in the past week, the supply of used DDR4 chips (that were stripped from decommissioned server DRAM modules) has started to tighten. Therefore, products in the lower price range have also experienced small price hikes. However, the biggest issue still lies...

2023-08-23

TrendForce Analysis: Minor Changes Expected in iPhone15 PCB, iPhone 16 Mainboard to Adopt RCC Material

Apple is expected to unveil the iPhone 15 in September 2023, with minimal changes anticipated in its PCB design. According to research from TrendForce, the iPhone 16, set to launch in 2024, is projected to adopt the use of RCC (Resin Coated Copper) material for its mainboard to reduce the device's t...

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