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2023-07-19

NAND Flash Prices Up or Stable; DRAM Prices Continuing to Decline in Late July

DRAM Spot Market The situation in the spot market has not noticeably changed from last week and is still showing sluggish demand. Additionally, as mentioned in previous bulletins, there has been an influx of chips stripped from decommissioned server DRAM modules. These chips primarily come from the...

2023-07-18

In Response to AI Market Development, TSMC Kaohsiung Fab Reportedly to Transition to 2nm Node

According to media reports, in response to the booming demand in the artificial intelligence market, TSMC has altered its Kaohsiung factory plan. Originally scheduled for a 28-nanometer mature process, the factory will now be equipped with a 2-nanometer advanced process, with mass production expecte...

2023-07-17

What is the Progress of TSMC, Samsung, and Rapidus in the 2nm Technology Race?

In the continued sluggish consumer electronics market and amidst the booming era of artificial intelligence, semiconductor manufacturers are actively targeting high-performance chips and intensifying the competition over the 2nm process node. TSMC, Samsung, and the newcomer Rapidus are all active...

2023-07-13

Analysis of Reasons Behind Reports of Layoffs at Tesla’s Shanghai Factory

Tesla's Shanghai factory has reportedly initiated layoffs among its battery assembly workforce. Industry sources suggest that the majority of the layoffs will affect employees in the first phase of battery assembly, with the reduction expected to exceed 50%. While most of the affected individuals wi...

2023-07-12

Over 20 Wafer Fabs Worldwide to Be Completed Year by Year, Will TSMC Establish a New 7nm Production Line in Japan?

According to sources cited by Nikkan Kogyo Shimbun, TSMC intends to commence the construction of the second fab in Kikuyo-cho, Kumamoto Prefecture, Japan, in April 2024, with the goal of commencing production before the end of 2026. It is worth mentioning that news about TSMC's plan to build its ...

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