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2024-05-06

[News] SK Hynix Reportedly Raises Prices Again, with DRAM Products to Increase by 15-20%

The surge in memory product prices continues, driven by the AI wave revitalizing the memory market. According to a report from Liberty Times Net, prices of high-performance DRAM are also on the rise. Industry sources cited by the same report have indicated that SK Hynix's LPDDR5/LPDDR4/DDR5 and othe...

2024-05-06

[News] Apple M4 Incoming, Boosting TSMC’s 3nm Production

In a bid to seize the AI PC market opportunity, Apple is set to debut its new iPad Pro on the 7th, featuring its in-house M4 chip. With the momentum of the M4 chip's strong debut, Apple reportedly plans to revamp its entire Mac lineup. The initial batch of M4 Macs is estimated to hit the market grad...

2024-05-06

[News] TSMC’s Advanced Packaging Capacity Fully Booked by NVIDIA and AMD Through Next Year

With the flourishing of AI applications, two major AI giants, NVIDIA and AMD, are fully committed to the high-performance computing (HPC) market. It's reported by the Economic Daily News that they have secured TSMC's advanced packaging capacity for CoWoS and SoIC packaging through this year and the ...

2024-05-06

[Insights] Big Four CSPs Continue to Shine in Q1 2024 Financial Reports, AI Returns Garnering Attention

Four major cloud service providers (CSPs) including Google, Microsoft, Amazon, and Meta, sequentially released their first-quarter financial performance for the year 2024 (January 2024 to March 2024) at the end of April. Each company has achieved double-digit growth of the revenue, with increased...

2024-05-03

[News] NVIDIA Reportedly Fueling Samsung and SK Hynix Competition, Impacting HBM Pricing?

According to South Korean media outlet BusinessKorea's report on May 2nd, NVIDIA is reported to be fueling competition between Samsung Electronics and SK Hynix, possibly in an attempt to lower the prices of High Bandwidth Memory (HBM). The report on May 2nd has cited sources, indicating that th...

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